Deal Flow CRM Software

Build a workspace specifically designed to manage deal flow.

Make fast, effective decisions on your deal flow and relationships. Your fund's entire pipeline enriched and accessible from anywhere.

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A Deal Flow CRM in Attio
Powering companies like
Coca-Cola logoSupercell logoSky logoThe Nature Conservancy logoUpfront logo
Organise

Frictionless deal
tracking software.

Attio's removes the friction from deal flow management so your team are always able to access, analyze and collaborate on up-to-date and relevant data.

Pipeline

Relationships

Portfolio

A Deal Flow pipeline in AttioOrganizing Deal Flow relationships in AttioTracking a Deal Flow portfolio in Attio
A Deal Flow pipeline in AttioOrganizing Deal Flow relationships in AttioTracking a Deal Flow portfolio in Attio
Source

Effortless high-quality data.

Attio is the business management tool for everyone who values collaboration.

No more duplicates.

We ensure that duplicate records are merged into a single profile to keep you all working on the same data, across the board.

A table in Attio with no duplicates

Eliminate
manual data entry.

Whenever you create a new record, Attio automatically enriches it with data like domain, location, and industry.

A contact card in Attio with enriched data

Track your customizable data.

Attio supports all the custom data formats you could need from currency and dates, through to emails and multi-selects.

A customizable kanban card in an Attio kanban
Collaborate

Enhance your teamwork.

Attio鈥檚 powerful suite of collaboration features helps your team to stay more connected than ever.

Real-time updates

Keep everyone connected all the time with continuously updated data.

A table of Contacts in Attio

Mobile-ready

Stay connected no matter where you are with our elegant iOS and Android apps.

Setting a date in Attio's mobile app

Easily set permissions

Adjust permissions for your entire team and control how they interact with your collections, views, and emails.

Setting permissions in Attio's web app

Collaborate with your whole team

Fully utilize your team鈥檚 talent by making it easy for everyone to work together.

Collaborating on a note with a team member

But that鈥檚 not all.

Attio is packed full of features that help you save time and work more effectively.

Quick actions

Speed up your work and reduce repetitive tasks.

Automatic enrichment

Enrich your network with new data Attio pulls from the web.

Chrome extension

Work from your browser with our lightweight extension.

Contact analysis

Learn more about your contacts with smart analysis.

Don't take our word for it.

Attio is miles ahead when it comes to workflow and UI.

Attio is miles ahead when it comes to workflow and UI.

Cathay Innovation
Cathay Innovation
Cathay Innovation
cathayinnovation.com

Attio is miles ahead when it comes to workflow and UI.

@attio聽I can't take hubspot any more. I need you 馃槂

#activemyearlyaccessplease

Ugo Martin
6:54 PM 路 Nov 17, 2020
Ugo Martin
Ugo Martin
@UgoMartin6

@attio聽I can't take hubspot any more. I need you 馃槂

#activemyearlyaccessplease

As a happy user, I could only recommend it. Keep up the good work. 馃憤

2:31 PM 路 Dec 7, 2020

As a happy user, I could only recommend it. Keep up the good work. 馃憤

Thomas
2:31 PM 路 Dec 7, 2020
Thomas
Thomas
@ThomasLazaridis

As a happy user, I could only recommend it. Keep up the good work. 馃憤

The team have totally delivered and my job just got 10x easier. Great example of a strong #product team. Well done team @attio 馃帀馃帀馃帀

10:07 AM 路 Aug 17, 2020

The team have totally delivered and my job just got 10x easier. Great example of a strong #product team. Well done team @attio 馃帀馃帀馃帀

June Angelides MBE 馃嚞馃嚙馃嚦馃嚞馃嚫馃嚤
10:07 AM 路 Aug 17, 2020
June Angelides MBE 馃嚞馃嚙馃嚦馃嚞馃嚫馃嚤
June Angelides MBE 馃嚞馃嚙馃嚦馃嚞馃嚫馃嚤
@JuneAngelides

The team have totally delivered and my job just got 10x easier. Great example of a strong #product team. Well done team @attio 馃帀馃帀馃帀

"Attio, a new take on CRMs, does the hard work for you..."

February 2020

"Attio, a new take on CRMs, does the hard work for you..."

Software From the Future: The In...
February 2020
Software From the Future: The In...
Software From the Future: The In...

"Attio, a new take on CRMs, does the hard work for you..."

what a beauty!! this is world class design and functionality

11:07 AM 路 Oct 22, 2020

what a beauty!! this is world class design and functionality

BlueReceipt
11:07 AM 路 Oct 22, 2020
BlueReceipt
BlueReceipt
@bluereceipt

what a beauty!! this is world class design and functionality

We use @attio for almost everything: pipe management, hr, contacts management. Great platform to keep all things in 1 place.

5:09 PM 路 May 4, 2021

We use @attio for almost everything: pipe management, hr, contacts management. Great platform to keep all things in 1 place.

Alexander Chikunov
5:09 PM 路 May 4, 2021
Alexander Chikunov
Alexander Chikunov
@chikun0v

We use @attio for almost everything: pipe management, hr, contacts management. Great platform to keep all things in 1 place.

Products like Salesforce offer you everything but its laborious to get what you want out it and that is not the case with Attio.

Products like Salesforce offer you everything but its laborious to get what you want out it and that is not the case with Attio.

Johnny Ream
Johnny Ream
Johnny Ream
Stray Dog Capital

Products like Salesforce offer you everything but its laborious to get what you want out it and that is not the case with Attio.

What @RegenVentures currently uses:

Fund admin: TBD (Carta or Alter Domus)
Audit/tax: EY, PwC
Legal: K&L Gates
Banking: Bank Australia, @TransferWise
LP pipeline: @attio
Crm: @attio
Email: @Superhuman
Deal pipe: @attio
Other: Gsuite, Notion

12:45 AM 路 Dec 29, 2020

What @RegenVentures currently uses:

Fund admin: TBD (Carta or Alter Domus)
Audit/tax: EY, PwC
Legal: K&L Gates
Banking: Bank Australia, @TransferWise
LP pipeline: @attio
Crm: @attio
Email: @Superhuman
Deal pipe: @attio
Other: Gsuite, Notion

Tom McQuillen
12:45 AM 路 Dec 29, 2020
Tom McQuillen
Tom McQuillen
@tommcquillen

What @RegenVentures currently uses:

Fund admin: TBD (Carta or Alter Domus)
Audit/tax: EY, PwC
Legal: K&L Gates
Banking: Bank Australia, @TransferWise
LP pipeline: @attio
Crm: @attio
Email: @Superhuman
Deal pipe: @attio
Other: Gsuite, Notion

Recently discovered this. Screenshots look great. Following along on Dribbble :)

7:19 PM 路 Apr 29, 2020

Recently discovered this. Screenshots look great. Following along on Dribbble :)

Steve Schoger
7:19 PM 路 Apr 29, 2020
Steve Schoger
Steve Schoger
@steveschoger

Recently discovered this. Screenshots look great. Following along on Dribbble :)

Attio is the best solution we've seen!

Attio is the best solution we've seen!

Ismael Hishon-Rezaizadeh
Ismael Hishon-Rezaizadeh
Ismael Hishon-Rezaizadeh
Renegade Partners

Attio is the best solution we've seen!

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