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CRM Platform
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Ask AttioSearch and create with AI
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AINative to your CRM
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Data modelSync and enrich your data
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Productivity & collaborationContext for your team operations
Automations
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WorkflowsAutomate any process
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SequencesPersonalized outreach
Insights
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Call IntelligenceRecord and analyze meetings
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ReportingInsights in real time
Ecosystem
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Developer PlatformBuild with the Attio API and SDK
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Apps & integrationsConnect all your favorite tools
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Get started
- Attio 101
- Hire an expert
- Talk to sales
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About Sideways CRM
The Attio specialist for investment and advisory firms. 35 successful Attio setups since 2023.
Your network is already your edge. I build the system that puts it to work - the right conversations surfaced faster, the connections others miss made visible, and nothing lost.
For firms where deals come from relationships - investors, advisers, brokers, dealmakers - I help you capture everything (relationships, conversations, history, documents), surface the connections others miss, and turn it into a system that compounds the more you use it. Built around how your firm actually works, not a generic sales funnel.
You work directly with me, a Founding Attio Expert Partner who understands this world and owns the outcome - and brings in trusted specialists when the work calls for it, so you get senior judgement without ever managing a developer.
Every engagement starts with a free 20-minute scoping session, moving to a Project to Partnership model - a clear first build, then an ongoing partnership to keep it sharp. Tell me where you are and what you're trying to achieve, and I'll come back with clear recommendations and next steps.
35+ successful implementations across M&A advisors, brokers, consulting firms, investment funds, VCs and boutique advisory.
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🗲 Book a free scoping session where we'll discuss your current setup and ambitions for Attio. You'll leave with clear recommended next steps.
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↳ Visit my website to learn more and get in touch