[ Migration + ongoing retainer ]
Half a million records off Affinity in a month, then a system that kept improving.
Engagement
Migration → retainer
Timeline
1 month
Previous CRM
Affinity
[ Where they started ]
Redpoint ran on Affinity: over half a million records and 150 lists, built up over years. They needed all of it on Attio without losing a record, a relationship, or a beat of day-to-day work, and without an internal team to run the migration.
[ What we shipped ]
Phase 1
Migration
Over half a million records and 150 Affinity lists mapped, validated, and moved onto Attio in a month, with a parallel-run period before cutover.
Phase 2
Cleanup & consolidation
Objects, views, and permissions built around how the team actually works. Then several passes consolidating lists, objects, and their attributes, so the shape of the workspace matched the shape of the business rather than the shape of what came out of Affinity.
Ongoing
Foundational support & integrations
A standing retainer covering integrations, recurring imports, further cleanups, and data warehouse prep, so the system keeps getting better rather than drifting.
500K+
records migrated
150
Affinity lists moved across
1 month
to cutover
“We've been working with Nick and the Dialed Tech team for a few months now, and they've been fantastic. They handled our entire Attio migration in just a few weeks - which was incredibly fast - and continue to help us with ongoing maintenance, workflows, and imports. What I love about them is that they're highly technical but never make you feel like you're out of your depth. They explain things clearly and are genuinely easy to communicate and collaborate with.”
Dana Chamorro · VP of IT @ Redpoint