Refine your workflow, optimize your front office and drive investment success with Attio, the private equity software your competitors wish they had.
Attio connects to your emails, builds a relationship database, and shares it with your entire team to keep everyone on the same page.
Attio continuously syncs your emails, making it easy to review past conversations and ensuring you’ll never miss anything important.
With Attio, you can build your own deal flow from the ground up, or you can choose from our list of predesigned private equity CRM templates.
Upgrade your workflow with our best-in-class private equity CRM tool and stay ahead of any competitors still working the old-fashioned way.
Any duplicate records you create will be automatically merged into a single profile, so your team will always be on the same page.
Attio eliminates manual data entry by automatically enriching your records with prospect-specific data it pulls from the web.
Attio's custom data tracking tools help you focus on analyzing the most important information for you.
Attio’s powerful suite of tools helps your team to stay stronger than ever.
Work seamlessly from anywhere with continuously updated data.
Update data or set a task instantly with our elegant iOS and Android apps.
Adjust permissions for your entire team and control how they interact with your collections, views, and emails.
Keep track of every update and thought while working with your team.
Speed up your work and reduce repetitive tasks.
Enrich your contacts with new data Attio pulls from the web.
Work from your browser with our lightweight extension.
Learn more about your contacts with smart analysis.
We use @attio for almost everything: pipe management, hr, contacts management. Great platform to keep all things in 1 place.
We use @attio for almost everything: pipe management, hr, contacts management. Great platform to keep all things in 1 place.
We use @attio for almost everything: pipe management, hr, contacts management. Great platform to keep all things in 1 place.
Gogo @attio 😊
They're crafting a salesforce killer 🚀
Some time ago I tried @attio in search of a next-gen CRM and it felt quite "early".
But I came back two days ago and was blown away by it. I have never used a software product before that felt so sleek and have fallen in love with it instantly.
Some time ago I tried @attio in search of a next-gen CRM and it felt quite "early".
But I came back two days ago and was blown away by it. I have never used a software product before that felt so sleek and have fallen in love with it instantly.
Some time ago I tried @attio in search of a next-gen CRM and it felt quite "early".
But I came back two days ago and was blown away by it. I have never used a software product before that felt so sleek and have fallen in love with it instantly.
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
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
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
At Causal, @attio is up there with Notion as a tool we use every single *hour*. Easily the best CRM for startups (and we've tried them all)
At Causal, @attio is up there with Notion as a tool we use every single *hour*. Easily the best CRM for startups (and we've tried them all)
At Causal, @attio is up there with Notion as a tool we use every single *hour*. Easily the best CRM for startups (and we've tried them all)
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.
Products like Salesforce offer you everything but its laborious to get what you want out it and that is not the case with Attio.
As a happy user, I could only recommend it. Keep up the good work. 👍
As a happy user, I could only recommend it. Keep up the good work. 👍
@attio I can't take hubspot any more. I need you 😃
@attio I can't take hubspot any more. I need you 😃
The team have totally delivered and my job just got 10x easier. Great example of a strong #product team. Well done team @attio 🎉🎉🎉
The team have totally delivered and my job just got 10x easier. Great example of a strong #product team. Well done team @attio 🎉🎉🎉
what a beauty!! this is world class design and functionality
what a beauty!! this is world class design and functionality
"Attio, a new take on CRMs, does the hard work for you..."
"Attio, a new take on CRMs, does the hard work for you..."
"Attio, a new take on CRMs, does the hard work for you..."
I've always wanted to do a CRM. Welp my ideal CRM is here.
I've always wanted to do a CRM. Welp my ideal CRM is here.
Attio is the best solution we've seen!
"Meet Attio, a new CRM for people who are familiar with modern collaboration tools..."
"Meet Attio, a new CRM for people who are familiar with modern collaboration tools..."
"Meet Attio, a new CRM for people who are familiar with modern collaboration tools..."
Attio is miles ahead when it comes to workflow and UI.
