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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 Investors, Advisors & Brokers. 35+ setups since 2023.
Your network is already your edge. I build the system that puts it to work.
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What I do
✓ New Attio setups, designed around how your firm actually works
✓ Migrations from Salesforce, Airtable, HubSpot, Affinity, other systems or spreadsheets
✓ Deal sourcing, live enrichment and intelligent matching
✓ AI workflows and automated data capture
✓ Investor and network communications
✓ Audits and rebuilds of workspaces that never quite landed
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🗲 How it works
A scoping call, then a short paid audit with clear recommendations. This provises you with a sequenced plan forward, credited against any project. From there: Setup, Build, and an ongoing partnership to keep it sharp.
You work directly with me. Founding Attio Expert Partner, senior judgement on every decision, no developer to manage.
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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.