# Sideways CRM — agency on PartnerHire

> The Attio specialist for Investors, Advisors & Brokers.

**Canonical page:** https://partnerhire.com/provider/sideways-crm
**Type:** agency
**Location / serves:** EMEA
**Partner tier:** Advanced

## What they do

The Attio specialist for Investors, Advisors & Brokers. 35+ setups since 2023.

Your network is already your edge. I build the system that puts it to work.

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What I do

✓ New Attio setups, designed around how your firm actually works

✓ Migrations from Salesforce, Airtable, HubSpot, Affinity, other systems or spreadsheets

✓ Deal sourcing, live enrichment and intelligent matching

✓ AI workflows and automated data capture

✓ Investor and network communications

✓ Audits and rebuilds of workspaces that never quite landed

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🗲 How it works

A scoping call, then a short paid audit with clear recommendations. This provises you with a sequenced plan forward, credited against any project. From there: Setup, Build, and an ongoing partnership to keep it sharp.

You work directly with me. Founding Attio Expert Partner, senior judgement on every decision, no developer to manage.

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✨ Who it's for

M&A advisors, VCs, PE, family offices, brokers and boutique advisory - anywhere deals come from relationships.

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Curious how I think about systems? Read The Dealmakers OS - the case for a system that captures everything, surfaces what matters, and compounds with every conversation.

## Tools & platforms

Attio

## FAQ

**What does Sideways CRM do?**

The Attio specialist for Investors, Advisors & Brokers.

**What tools does Sideways CRM specialize in?**

Sideways CRM works with Attio.

**Who is Sideways CRM a good fit for?**

Sideways CRM is a good fit for growing businesses that need a team to deliver.

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_Source: PartnerHire. Last updated 2026-09-11T02:33:55.629+00:00. Verify current details at the canonical page above._