Private Equity CRM Software

Unify your front office with a customizable private equity CRM.

Refine your workflow, optimize your front office and drive investment success with Attio, the private equity software your competitors wish they had.

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A Private Equity CRM in Attio
Powering companies like
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Network

Fully utilize your whole network.

Attio connects to your emails, builds a relationship database, and shares it with your entire team to keep everyone on the same page.

Communication

Stay in the loop with smart email syncing.

Attio continuously syncs your emails, making it easy to review past conversations and ensuring you’ll never miss anything important.

Synced emails inside Attio
Deal Flow

Design your own pipeline.

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.

A Private Equity deal flow pipeline in Attio
A Private Equity deal flow pipeline in Attio
Upgrade

Get an edge on your competition.

Upgrade your workflow with our best-in-class private equity CRM tool and stay ahead of any competitors still working the old-fashioned way.

Say goodbye to duplicate records.

Any duplicate records you create will be automatically merged into a single profile, so your team will always be on the same page.

A contact table with no duplicates in Attio

Enhance your contacts without lifting a finger.

Attio eliminates manual data entry by automatically enriching your records with prospect-specific data it pulls from the web.

An Attio contact profile with enriched data

Track the data that matters most.

Attio's custom data tracking tools help you focus on analyzing the most important information for you.

An Attio kanban with customizable data fields
Collaborate

Enhance your teamwork.

Attio’s 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’s talent by making it easy for everyone to work together.

Collaborating on a note with a team member

But that’s 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.

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.

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

#activemyearlyaccessplease

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

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

#activemyearlyaccessplease

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

10:07 AM · 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 🎉🎉🎉

June Angelides MBE 🇬🇧🇳🇬🇸🇱
10:07 AM · Aug 17, 2020
June Angelides MBE 🇬🇧🇳🇬🇸🇱
June Angelides MBE 🇬🇧🇳🇬🇸🇱
@JuneAngelides

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 :)

7:19 PM · Apr 29, 2020

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

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

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

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.

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

2:31 PM · Dec 7, 2020

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

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

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

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

11:07 AM · Oct 22, 2020

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

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

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

12:45 AM · 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 · 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

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!

"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..."

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

5:09 PM · 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 · 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.

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