Financial Services CRM Software Resources

AIM’s Deal-tracking functionality optimizes the evaluation process of fund and direct investment opportunities from sourcing to completion. The AIM CRM holds every piece of information you have on a potential investment — deal information, fund details, due diligence — allowing you to make informed and efficient decisions. Once you’ve built your portfolio, AIM provides powerful tools to track all performance-related aspects over time including valuation information and other critical metrics.

Show More

Show Less

AIM’s Fundraising functionality manages the capital raising process from start to finish, providing 100% clarity on the prospects you’re working with and those you’ve received commitments from. Together with AIM’s Interaction feature, AIM Fundraising provides a new level of detail on prospects and investors.

Show More

Show Less

Altvia’s CRM, AIM, allows you to collect and report on information related to the organizations and people with whom you interact. Leveraging Salesforce’s native Account/Company and Contact features with Altvia’s proprietary Connections and Interactions, AIM provides unparalleled levels of intelligence to your entire organization.

Show More

Show Less