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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 collaboration features helps your team to stay more connected than ever.
Keep everyone connected all the time with continuously updated data.
Stay connected no matter where you are with our elegant iOS and Android apps.
Adjust permissions for your entire team and control how they interact with your collections, views, and emails.
Fully utilize your team’s talent by making it easy for everyone to work together.
Attio is packed full of features that help you save time and work more effectively.
Speed up your work and reduce repetitive tasks.
Enrich your network with new data Attio pulls from the web.
Work from your browser with our lightweight extension.
Learn more about your contacts with smart analysis.
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.
@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 🎉🎉🎉
Recently discovered this. Screenshots look great. Following along on Dribbble :)
Recently discovered this. Screenshots look great. Following along on Dribbble :)
Recently discovered this. Screenshots look great. Following along on Dribbble :)
Attio is miles ahead when it comes to workflow and UI.
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. 👍
what a beauty!! this is world class design and functionality
what a beauty!! this is world class design and functionality
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
Attio is the best solution we've seen!
"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..."
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.
