Attio Expert for implementation, migrations, and fund OS

An Attio agency partner, or Attio implementation partner, does the work a self-serve setup skips. We design the data model, migrate history from the previous CRM, wire integrations, and hand the workspace over with training. For a fund that means objects for funds, LPs, intermediaries, and deal flow, not a copied sales pipeline. For a B2B team it means the outbound and enrichment stack writes back to Attio.

An Attio consultant designs and builds your Attio workspace from scratch or improves an existing one. That includes data modeling (deciding what objects, attributes, and relationships to create), migrating data from your previous CRM, wiring in integrations with the tools your team already uses, building automations, and training your team. The goal is a CRM your team actually uses, built around how your business operates, not how a generic template says it should.

For simple setups (a small team tracking contacts and deals), Attio is genuinely self-serve. Where consultants earn their fee is in complexity: migrating historical data without losing context, modeling non-standard business relationships (funds, LPs, intermediaries, custom deal structures), building integrations with Clay, n8n, or outbound tools, and designing an architecture that does not need a rebuild in 18 months. If your CRM needs to model something beyond a basic sales pipeline, a day of expert design work usually saves weeks of iteration.

A standard implementation (data model design, workspace build, one integration, and team training) typically runs €4k-€8k. Migration projects (moving data from HubSpot, Affinity, Salesforce, or Pipedrive) add €3k-€12k depending on volume and complexity. The first call is free and we scope everything honestly before any commitment.

A standard implementation is 2-3 weeks: one week for discovery and data model design, one week for building and connecting integrations, a few days for team training and refinement. An Affinity migration is 2 weeks once we have access to both systems. Add one or two weeks only if the UI needs a validation pass and small revisions. Above 50,000 companies and 50,000 people, that same two weeks runs over two months of API quota. Affinity allows 100,000 calls a month, so we start in the last week of one month and the first week of the next, and it finishes the same way. Most teams are productive in Attio within 2 weeks of kickoff.

Attio certifies a small number of implementation partners who meet their standards for workspace design, data modeling, and client outcomes. They are listed in the official Attio Expert Directory at attio.com/experts. 5050 Growth is listed as an Attio Certified Expert, Advanced. The certification means Attio has vetted our work, not just that we have used the product.

Yes. Affinity has no native export into Attio, so the move is API-based: audit the lists, design the Attio model, dry-run, then cut over. Relationship scores and intro-path graphics do not transfer. People, companies, notes, list data, and custom fields can, if the model is designed first. The fund-specific path is at 5050growth.com/affinity-to-attio/. The generic five-step version is the migration playbook on the blog.

We migrate from HubSpot, Salesforce, Pipedrive, Affinity, Notion, Airtable, and custom spreadsheet setups. Each has its own migration complexity: HubSpot and Affinity have the most data model friction (they are opinionated systems that do not map 1:1 to Attio). Pipedrive and Notion migrate more cleanly. We have a dedicated migration playbook for each.

Most CRM agencies implement HubSpot or Salesforce for sales teams. We are an Attio Expert for VC, PE, and B2B teams that need a fund OS or a non-standard data model. Delivery is a defined build (discovery, model, migrate, handover), not a retained body shop. You own the workspace when we leave.

Yes, it is our primary vertical. We have built Attio workspaces for emerging managers, established VC funds, and PE deal teams. The CRM requirements for investment firms are fundamentally different from sales teams: fund structures, LP tracking, co-investor networks, deal sourcing attribution, and intermediary relationships all need to be first-class objects in your system. We know how to model these, and we know the Affinity-to-Attio migration path specifically.