AIM - A Purpose-Built CRM for Private Capital Markets

Great Tool, Solution & Team

When initially starting with Altvia, the out of the box template really helped keep our team organized as well as out data. Over the past decade, AIM has become a key facet in each division of our firms day to day process. Having the Altvia team available to assist in discussions on our data collection goals and to strategize the best route to accomplish our needs, has saved a great deal of time and headache and has allowed our AIM system to become the highly customized, systematic tool we use today.

Great support, product, and tool

AIM has been an extremely useful tool for our team to communicate and efficiently track active and passed deals in our pipeline. Using this product, we are able to work individually and as a team because we have the tools to succeed. The Altvia Support services have also been spectacular! These services helped us to successfully create a platform for unique to our needs as a Venture Philanthropy fund. The people were responsive, and really went above and beyond to help us accomplish our AIM goals. Highly recommend AIM and Altvia Support!

Great tool that has increased our efficiency

AIM is an extremely helpful tool for our team. Our communication and efficiency as it relates to our investment process has gotten a big boost from implementing AIM. As a result we are better organized and able to be more nimble and opportunistic. In my mind this is everything that a CRM for investment management should be. The Altvia team is a pleasure to work with and their customer service function is fantastic.

Top notch product and service

AIM has improved our operations substantially and I highly recommend them

Plug and Play

We started using AIM at the formation of our PE firm and it has been very easy to implement and meets all of the core needs of the firm. The platform was designed for PE and the work streams and reporting tools are really intuitive and don't need the usual customization required for a new CRM. AIM has all of the bells and whistles and has the full solution to grow into over time. The mobile apps are also a big plus.

Great solution for Alt Investors

Our org has been an AIM user for more than a decade and are very happy with the product. AIM's off-the-shelf customization anticipates a large majority of our data-related needs (saving us a ton of time with initial field creation and organization) and, whenever necessary, the team is effective and available to provide further customization.

very satisfied customer

We implemented AIM from a standard version of Salesforce last year. The implementation went smoothly and we appreciate the responsive customer support. Our team is very happy with AIM and look forward to a continued partnership with App-X.

Very Responsive Team

I've been working with AIM for over a year, and I'm very satisfied with their level of customer support. Their team is responsive and thorough, and has helped us work through all of our unique CRM needs.

Exceptional support from an experienced and helpful team

We have worked with a number of Salesforce consultants and many plugins and products over the past couple of years, with varying degrees of success. With the in mind, I was so pleased we found AIM, who ran a clear scoping process, offered transparent pricing, and helped us through implementation and onsite training. Their team were being patient, helpful and friendly the whole way, and I found them to be very technically knowledgeable, but also with a real understanding of the business situation and requirements, a rare combination. The product itself is well featured and stable, and we have been pleased to see the continuing innovation and new releases since we purchased. I look forward to continuing to work with the team through the ongoing support and future implementation projects.

Exceptional customer service and customization

The incredible growth of our business led us to search for another solution that better fit our needs for a multi-faceted private equity Fund model. Standard Salesforce did not meet our needs, lacking the industry specific focus that was needed for scalability that would be server our users and clients. We researched several other options and determined that AIM was the best fit. The entire staff has been wonderful and incredibly responsive to our customizations. I would highly recommend the App-X team!