CRM Platform
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Search and create with AI
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Native to your CRM
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Sync and enrich your data
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Context for your team operations
Automations
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Automate any process
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Personalized outreach
Insights
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Record and analyze meetings
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Insights in real time
Ecosystem
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Build with the Attio API and SDK
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Connect all your favorite tools
Get started
The Attio specialist for Investors, Advisors & Brokers. 35+ setups since 2023.
Your network is already your edge. I build the system that puts it to work. I'm Will Sawney, specialist in setting up Attio for investment, corporate advisory, M&A, VC, brokers and capital firms.
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What I do
✓ New Attio setups, designed around how your firm actually works, data model and configuration including security and privacy
✓ Migrations from Salesforce, Airtable, HubSpot, Affinity, DealCloud, multiple other systems or spreadsheets, using API to bring across every key data point and activity*
✓ Deal sourcing, live enrichment and intelligent matching with bespoke AI to source and screen high value opportunities
✓ AI workflows and automated data capture such as deck submissions, NDAs and investor feedback, compounded for long term value
✓ Investor and network communications, including outreach and email campaigns for raises, founder outreach and key updates
✓ Audits and rebuilds of workspaces that never quite landed, with enhancements or training to improve processes
I work with Attio and connected tools inc. Claude, Clay, n8n, Apollo, Zapier, PitchBook, Granola, DocuSign and more, including custom API and MCP integrations.
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How it works
An initial scoping session, then a clear plan for design and build - a Foundational or Enhanced setup, or upgrades to your existing workspace.
You work directly with me. Founding Attio Expert Partner, senior judgement on every decision and direct experience within investment and advisory firms.
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✨ Who it's for
M&A advisors, VCs, PE, family offices, brokers and boutique advisory - anywhere deals come from relationships.
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Curious how I think about systems? Read The Dealmakers OS - the case for a system that captures everything, surfaces what matters, and compounds with every conversation.
* See my Data Migrations link for full details including advice for each legacy system
Clean, practical Attio setup that gave us structure
Vikram Rao · Sable Bio ·
Will set up Attio for Sable Bio and delivered exactly what I needed at this stage: a clean, reliable pipeline tracker with sensible structure behind it. He quickly understood how we sell and implemented clear Deal / Account logic, light MEDDPICC discipline, currency handling and weighted forecasting. Pragmatic, easy to work with, and strong on foundations without over-engineering.
Thoughtful + Personalized
Matt Hawkins · Unknown Company ·
Will / Sideways team took an incredible amount of time to understand the unique aspects of our business, what we needed, how to integrate with outside platforms, and built us systems that were highly customized to us, not just a generic template.
Quick, quality service in developing, populating, and automating CRM
Christopher Lee · Unknown Company ·
Will did a great job developing our CRM, importing records, and implementing 3rd party automations. High recommend. Value is high.
Smooth and Speedy
Anup Bhujle · Unknown Company ·
Will was able to quickly understand what we were looking for and use his experience to offer suggestions on implementation. Timing was as he described and we were up and running very quickly
The Ideal Partner for Building a High-Performing Attio CRM
Robert Bellavia · Entro Communications ·
Our experience working with Will was outstanding. From the very beginning, Will took time to understand our needs, map out a new process, and deliver a custom configuration. Will is personable, patient, and technically very capable. He navigated some niche asks with ease and was proactive about suggestions. We now have a CRM that truly fits our business with clean data, meaningful workflows, and a flexible architecture that scales. Thanks Will!
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