zedConsulting

About zedConsulting

Attio Expert Partner. Independent CRM consultancy based in London.

We help B2B SaaS startups and scale-ups, professional services firms, agencies, venture capital funds and investment firms set up, move to and improve their CRM with Attio at the centre.

Founded in 2018, we have delivered over 150 CRM implementations across Attio, Salesforce, HubSpot, Zoho, Pipedrive, monday.com and Microsoft Dynamics. We know what each platform does well and where it falls short. When we recommend Attio, it is because it is the right fit.

What we deliver

• CRM migrations: Controlled moves to Attio from Salesforce, HubSpot, Pipedrive, Zoho, Affinity or spreadsheets. Data cleaned, restructured and imported properly.
• Attio set-up from scratch: Data model, pipelines, workflows and reporting, built around how your team works.
• Investment firm CRMs: Deal flow, portfolio, funds, investor commitments and capital calls in one system, not in spreadsheets.
• Integrations: Attio connected to your other tools using the Attio API, Zapier, Make or n8n.
• Improving an existing setup: Audit, data clean-up, workflow redesign and better dashboards.

Why zedConsulting

• Vendor-neutral. We advise across every major CRM, so our advice is honest.
• Led by our founder, David, who has almost 30 years of CRM experience, including time at PwC, EY, IBM, Salesforce and Oracle. David leads every engagement personally.
• Three ways to work with us: fixed-price packages, time and materials, or zedPlan, our flexible pay-as-you-go option.
• Senior people do the work, not junior staff.

Typical projects

• Implement Attio for the first time
• Migrate from another CRM, with a controlled switch-over
• Build a VC or investment firm CRM using our ready-made fund data model
• Fix or improve an existing Attio workspace
• Connect Attio to your accounting, marketing or email tools

Next steps

1. Book a free 30-minute discovery call using the link on the left.
2. We review your current setup and what you need.
3. You get a clear scope and a proposal on the pricing model that suits you.

Book your free discovery call and we will work out whether Attio is right for you.