✌️
Our last event
We move your pipeline off DealCloud, Salesforce, Affinity or spreadsheets and set up an AI-native CRM around how your boutique runs mandates. Migration, training and ongoing support are included.
Trusted by 100+ teams that switched CRM
ADVISORY FIRMS THAT MADE THE SWITCH
Ashcombe
co-re.partners
Options 2 Exit
Northlane
SOUND FAMILIAR?
Your analysts spend Friday afternoons updating a deal tracker.
Mandates live in one tool, buyer lists in Excel and conversations in everyone’s inbox. Nobody has the full picture when a buyer calls back.
The pipeline is never current
Stages nobody updates and notes nobody writes. Monday’s pipeline review runs on data your team already knows is stale.
The bill keeps growing
Licenses sized for a large bank, add-ons, a consultant on retainer and the one person who knows how it works. You pay for a system your team works around.
Buyer knowledge walks out
Every banker knows a different set of buyers. When someone leaves or a new mandate starts, that knowledge goes with them.
THE SOLUTION
One source of truth
for every deal and buyer.
Email, calendar, calls and contacts in one place, organised around your mandates and your buyer universe.
AI NATIVE
It updates itself
while your team works deals.
The CRM reads your emails, calls and meetings, updates the record and flags what needs attention. Your bankers spend their time with clients and buyers.
Every buyer conversation logged on the right deal, with no typing
Interest levels, objections and next steps picked up from every call
Answers about any deal, buyer or investor, in the app or in Slack
WHAT YOU GET
Product and service,
handled by one team.
01
Data that fills itself
Emails, meetings and calls land on the right deal and contact. Nobody types them in.
02
A setup built around mandates
We design your mandates and buyer lists around how your team runs deals.
03
A migration done for you
We move, clean and check your deal history and contacts. You review it before go-live.
04
A team that's ready on day one
We train your bankers and analysts on your own setup before anyone has to use it.
05
Easy to change
A new field, a new pipeline stage. Your team can change it in the app, or we do it for you.
FOR EVERY TEAM
Everyone on the team
feels the difference.
Sales reps
Sales leaders
RevOps and ops
Founders and execs
SALES REPS
Spend your time with customers.
Emails, calls and meetings land on the right record on their own. You open the CRM to see what to do next.
Every interaction logged with no typing
Call notes and next steps ready after each meeting
A clear view of which deals need you today
My day
Today
Calls logged
6
Next steps
9
To update
0
Northwind call
Summarised
Kestrel email
Logged
Brightside demo
Next step set
How it works
From old CRM
to running in three steps.
Your team keeps working deals. We do the rest.
01
Audit
We look at what you have, what you pay and what your team really uses.
02
Build and move
We design the setup, migrate and clean your data. You review before anything goes live.
INTEGRATIONS
Plugs into the tools
your team already uses.
Results
Real switches,
real timelines.
10 days
to move years of Excel notes into Attio at Ashcombe
4 weeks
from Notion to a multi-deal CRM at co-re.partners
2 brands
on one Attio workspace at Options 2 Exit
Customer stories
Advisory firms
that made the switch.
Security
Confidential deals,
handled properly.
Mandates and buyer lists are sensitive. The platform is independently audited. Read the details on the Attio Trust Center.
SOC 2 Type II
GDPR compliant
CCPA compliant
01
SOC 2
Security controls independently validated. Type 1 report issued in 2026.
02
GDPR
Compliant, with data protection agreements and a public subprocessor list.
03
ISO 27001
Certified information security management, certificate available through the Trust Center.
04
CCPA
Compliant with California privacy law.
05
Infrastructure
Encryption in transit, a web application firewall and a public status page.
PRICING
Choose
how much we take care of.
Attio license
$90
/ user / month
Attio Pro with a free audit of your current setup.
Turnkey
Full service
Custom
Migration, onboarding and support, scoped to your team.
Everything in Attio
Setup designed around your business
Data migration from your current CRM
Team onboarding and training
A support plan chosen with you
AI automations
The price depends on your number of Attio users and the support plan you choose. No commitment to book a call.
FAQ
Questions,
answered.
Everything to know before you switch. Still curious? Book a call and ask us directly.
What exactly do I get?
An AI-native CRM set up around your mandates and buyers, your data moved into it, your team trained on it and a team to call when you need help.
How does the CRM fill itself in?
Can you connect the tools we already use?
Is my data secure?
Will we lose our deal history?
How long does the switch take?
Can we change the setup ourselves later?
What does support cover?
What happens when someone leaves?
What do we have to do on our side?
Book a 30-minute call. We’ll look at your current setup, what it costs you and what a switch would look like for your deal team.
No commitment. If it isn't a fit, we'll say so.