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Elevate Your Agents with AgentExchange Solutions

Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

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AIM - A Purpose-Built CRM for Private Capital Markets

By Altvia

Powering PE, VC, and Fund Management with Intelligent Software.

Paid Add-On Required

Payment required for external services or products

Pricing Details

Industries: Financial Services

Business Need: Productivity
Finance
Lead & Opportunity Management

Requires: None

More Details

Purpose-built on the Salesforce platform, AIM acts as the central repository for all your firm’s data, integrating with existing firm systems to streamline workflows, enhance data accuracy, and provide actionable insights for better decision-making.