Attio & Affinity Guides

Migration playbooks, CRM comparisons, and how dealmaking teams actually run Attio. Built by the team that does the migrations.

Affinity to Attio Migration: The Complete Guide (2026)

A full Affinity to Attio migration guide: field mapping, the 15-hour process, $3,000 cost, $14,720/yr savings, and a 2.4-month payback.

Leaving Affinity

Migration, export, and cost guides for moving to Attio.

7 Best Affinity Alternatives in 2026

Seven real Affinity alternatives compared for dealflow teams in 2026, with prices, fit, and a free Affinity to Attio migration calculator.

How to Export Your Data from Affinity

Export People, Companies, Lists, Notes, Opportunities, and Files from Affinity for a clean Attio migration, including the CSV and API gotchas.

Migrating Affinity Lists to Attio

How Affinity Lists, list fields, saved views, and multi-list records map to Attio Lists, Objects, and Attributes in a clean migration.

Moving Notes & Activity History from Affinity to Attio

How notes, interaction history, and email logs move in an Affinity to Attio migration: what carries over as data and what Attio rebuilds via email sync.

Migrating Affinity Deals & Opportunities to Attio

Map Affinity Opportunities to Attio Deals: pipeline stages, deal fields, linked people and companies, and history, with pipeline integrity intact.

Keeping Your Relationship Intelligence When Leaving Affinity

Affinity auto-captures relationship strength. Here is what does not export in an Attio migration and how Attio rebuilds your network graph via sync and enrichment.

The Affinity to Attio Migration Checklist

A step-by-step Affinity to Attio migration checklist: audit data, map objects, run a test migration, validate, train the team, cut over, and decommission Affinity.

What Does an Affinity to Attio Migration Cost?

Real numbers on an Affinity to Attio migration: plan savings, the one-time migration fee, payback period, and what drives cost up or down.

CRM Comparisons

Honest head-to-head breakdowns of the major CRMs.

Affinity vs Attio (2026): Full Comparison

Affinity vs Attio compared on relationship intelligence, data model, integrations, and price. See which fits your firm and how an Attio migration works.

Affinity vs Copper

Affinity vs Copper: two Google Workspace relationship CRMs compared. Affinity carries heavier dealflow intelligence, Copper stays light. Plus the Attio option.

Affinity vs Folk

Affinity vs Folk: enterprise dealflow intelligence versus a lightweight, affordable relationship CRM. See which fits your team and where Attio migration fits.

Affinity vs HubSpot

Affinity vs HubSpot: a VC relationship CRM versus an SMB marketing and sales platform. See which job each does and where an Attio migration fits.

Affinity vs Salesforce

Affinity vs Salesforce for dealmaking teams: relationship intelligence versus a customizable sales platform. Plus the modern Attio middle path and migration.

Attio vs Salesforce

Attio vs Salesforce: a modern, flexible CRM you deploy in days versus a powerful legacy platform with high cost and admin overhead. Fair, detailed comparison.

Attio for your team

Industry playbooks and capability guides for Attio.

Best CRM for Private Equity in 2026

The best CRM for private equity in 2026, scored on deal sourcing, intermediary relationships, and multi-fund tracking, with a free Affinity to Attio migration calculator.

Best CRM for Venture Capital in 2026

The best CRM for venture capital in 2026, scored on dealflow, relationship intelligence, network, and portfolio, plus a free Affinity to Attio migration calculator.

Deal Flow Management in Attio

A practical guide to running dealflow in Attio with objects, stages, views, and automation, plus a free Affinity to Attio migration calculator.

Deal Sourcing in Attio

Inbound and outbound deal sourcing workflows in Attio with lists, enrichment, and automation, plus a free Affinity to Attio migration calculator.

Email & Inbox Sync in Attio

How email and calendar sync, logging, and sequences work in Attio and power relationship data, plus a free Affinity to Attio migration calculator.

Attio for Family Offices

Track direct deals, fund managers, a co-invest network, and private relationships in Attio, with a migration off Affinity that saves about $14,720 a year.

Attio for Growth Equity

Source later-stage companies and nurture founder relationships over years in Attio, with a migration off Affinity that saves about $14,720 a year.

Attio for Investment Banking

Track mandates, buyer and seller lists, and coverage relationships across deals in Attio, with a migration off Affinity that saves about $14,720 a year.

Attio for Private Equity

Run proprietary sourcing, banker coverage, and a diligence pipeline across funds in Attio, with a migration off Affinity that saves about $14,720 a year.

Attio for Venture Capital

How VC firms run dealflow, warm intros, and portfolio support in Attio, plus a clean migration off Affinity that saves about $14,720 a year.

Portfolio Management in Attio

Track portfolio companies, updates, and follow-on rounds in Attio with custom objects and views, plus a free Affinity to Attio migration calculator.

Relationship Intelligence in Attio

How Attio surfaces who knows who through email and calendar sync and enrichment, compared honestly to Affinity, with a free migration calculator.

Thinking about switching from Affinity?

See what your firm saves with a free test migration and a side-by-side cost breakdown.

Open the migration calculator →

27 guides and counting.