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
Exactly what we needed
Gareth Malna · Zeyro ·
The more we worked with Will, the more we learned what Attio could do. And the more our project grew arms and legs. Will took it all in his stride and delivered us an amazing structure to build on for the future.
Quick, practical and perfectly tailored implementation
Gergana Yaneva · American College of Sofia ·
Working with Will on our Attio CRM setup was such a great experience. He really took the time to understand how our team works and what we needed from the system - not just the technical setup, but how it would actually make our day-to-day easier. Thanks to his help, we now have a CRM that actually fits us and we feel confident using it. I’d happily recommend Will and Sideways to anyone looking to implement Attio or get more out of their CRM.
Organized, efficient, and accommodating of our ambitious customization schedule
Jane Camp · Meridian ·
As a smaller company, no one had the bandwidth to give this project as much attention as it deserved, particularly considering how much we were trying to customize and the short timespan we had in mind. Will really excelled at taking as much or as little direction as we could give him and turning it into something that exceeded our expectations. In a very short period, we're using Attio in ways I would never have expected to make our sales motion significantly more effective.
Exactly what we needed
Travis Arnold · Boostie ·
Will is great. When we were cutting over from Hubspot to Attio, we just wanted someone to make sure we weren't missing anything. Will took our base objects and made our data actionable and meaningful; along with helping button up our reporting and automation. Now we're integrated and working from a clean data-set for all CRM functionality.
Samless, efficient & gets the job done.
Adrian Brown · Ballpark ·
Working in sales and being a bit of a tech-phobe made the thought of migrating to a new CRM very daunting. Will removed every piece of anxiety we may have had and integrated two key tools incredibly quickly, resulting in no impact to our day-to-day, and ensuring our valuable time was respected. Clear expert in this space where no ask was too much. Personable and very easy to work with, going above and beyond to support any niche request we'd throw at him. Would trust Will again.
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