# Altvia vs Maximizer Comparison

| | Altvia | Maximizer | 
|---|---|---|
| **Star Rating** | 4.5 out of 5 | 4.0 out of 5 | 
| **Total Reviews** | 15 | 673 | 
| **Largest Market Segment** | Small-Business (73.3% of reviews) | Small-Business (74.8% of reviews) | 
| **Entry Level Price** | No pricing available | $90.00 3 User Per Year | 

---
## Top Pros & Cons

### Altvia

Pros:
- Customer Support (8 reviews)
- Client Engagement (7 reviews)

Cons:
- Email Issues (2 reviews)
- Expensive (2 reviews)

### Maximizer

Pros:
- Ease of Use (51 reviews)
- Lead Management (38 reviews)

Cons:
- Learning Curve (27 reviews)
- Integration Issues (21 reviews)

---
## Ratings Comparison
| Rating | Altvia | Maximizer | 
|---|---|---|
  | **Meets Requirements** | 8.8 (10 reviews) | 8.3 (582 reviews) | 
  | **Ease of Use** | 8.5 (13 reviews) | 8.0 (588 reviews) | 
  | **Ease of Setup** | 8.3 (12 reviews) | 7.8 (327 reviews) | 
  | **Ease of Admin** | 9.0 (7 reviews) | 7.9 (195 reviews) | 
  | **Quality of Support** | 9.4 (9 reviews) | 8.2 (560 reviews) | 
  | **Has the product been a good partner in doing business?** | 9.8 (7 reviews) | 8.1 (193 reviews) | 
  | **Product Direction (% positive)** | 8.9 (11 reviews) | 7.8 (580 reviews) | 

---
## Pricing

### Altvia

#### Entry-Level Pricing

No pricing available

#### Free Trial

No information available

### Maximizer

#### Entry-Level Pricing

Plan: Core

Price: $90.00 3 User Per Year

Description: Organizations that need deeper customization, marketing tools, and pipeline monitoring to close more deals.

Key Features:
- Advanced Contact Management
- Lead & Opportunity Handling
- Task Management

[Browse all 4 editions](https://www.g2.com/products/maximizer/pricing)

#### Free Trial

No

---
## Features Comparison By Category

### CRM

| Product | Score | Reviews |
|---|---|---|
| **Altvia** | 8.5/10 | 11 |
| **Maximizer** | 6.9/10 | 501 |

#### Sales Force Automation

| Feature | Altvia | Maximizer | 
|---|---|---|
| **Contact & Account Management** | 9.5 (10 reviews) | 8.3 (425 reviews) ✓ Verified | 
| **Partner Relationship Mgmt. (PRM)** | 8.7 (10 reviews) | 6.9 (219 reviews) | 
| **Opportunity & Pipeline Mgmt.** | 8.3 (10 reviews) | 7.4 (324 reviews) ✓ Verified | 
| **Task / Activity Management** | 8.3 (10 reviews) | 7.9 (400 reviews) ✓ Verified | 
| **Territory & Quota Management** | 8.3 (10 reviews) | 6.4 (213 reviews) ✓ Verified | 
| **Desktop Integration** | 8.8 (10 reviews) | 7.7 (356 reviews) ✓ Verified | 
| **Product & Price List Management** | 8.5 (10 reviews) | Feature Not Available | 
| **Quote & Order Management** | 8.3 (10 reviews) | Feature Not Available | 
| **Customer Contract Management** | 9.2 (10 reviews) | 7.5 (275 reviews) | 

#### Marketing Automation

| Feature | Altvia | Maximizer | 
|---|---|---|
| **Email Marketing** | 8.9 (9 reviews) | 6.9 (289 reviews) | 
| **Campaign Management** | 8.3 (8 reviews) | 6.7 (241 reviews) | 
| **Lead Management** | 8.5 (8 reviews) | 7.2 (269 reviews) | 
| **Marketing ROI Analytics** | 7.9 (8 reviews) | 6.3 (188 reviews) | 

#### Customer Support

| Feature | Altvia | Maximizer | 
|---|---|---|
| **Case Management** | 8.7 (9 reviews) | 7.5 (262 reviews) | 
| **Customer Support Portal** | 8.9 (9 reviews) | Feature Not Available | 
| **Knowledge Base** | 8.1 (9 reviews) | 7.2 (274 reviews) | 
| **Call Center Features** | 8.5 (9 reviews) | Feature Not Available | 
| **Support Analytics** | 8.7 (9 reviews) | 7.2 (219 reviews) | 

#### Reporting & Analytics

| Feature | Altvia | Maximizer | 
|---|---|---|
| **Reporting** | 8.1 (9 reviews) | 7.2 (310 reviews) ✓ Verified | 
| **Dashboards** | 8.5 (8 reviews) | 7.6 (311 reviews) ✓ Verified | 
| **Forecasting** | 7.6 (9 reviews) | 6.7 (208 reviews) ✓ Verified | 

#### Mobile & Social

| Feature | Altvia | Maximizer | 
|---|---|---|
| **Social Collaboration Features** | 8.3 (9 reviews) | 6.2 (110 reviews) | 
| **Social Network Integration** | 7.7 (8 reviews) | 5.6 (106 reviews) | 
| **Mobile User Support** | 7.8 (9 reviews) | 6.6 (265 reviews) ✓ Verified | 

#### Platform

| Feature | Altvia | Maximizer | 
|---|---|---|
| **Customization** | 8.5 (11 reviews) | 8.0 (242 reviews) ✓ Verified | 
| **Workflow Capability** | 8.7 (10 reviews) | 7.6 (230 reviews) | 
| **User, Role, and Access Management** | 9.3 (10 reviews) | 8.1 (237 reviews) ✓ Verified | 
| **Internationalization** | 8.5 (9 reviews) | 6.9 (158 reviews) | 
| **Sandbox / Test Environments** | 9.0 (10 reviews) | 6.7 (137 reviews) | 
| **Document & Content Mgmt.** | 9.2 (10 reviews) | 7.6 (198 reviews) | 
| **Performance and Reliability** | 8.8 (10 reviews) | 8.0 (226 reviews) ✓ Verified | 
| **Output Document Generation** | 9.2 (10 reviews) | 6.9 (129 reviews) | 

#### Integration

| Feature | Altvia | Maximizer | 
|---|---|---|
| **Data Import & Export Tools** | 8.5 (8 reviews) | 7.4 (220 reviews) ✓ Verified | 
| **Integration APIs** | 7.3 (8 reviews) | 6.5 (158 reviews) ✓ Verified | 
| **Breadth of Partner Applications** | 8.1 (8 reviews) | 6.6 (150 reviews) ✓ Verified | 

#### Generative AI

| Feature | Altvia | Maximizer | 
|---|---|---|
| **AI Text Generation** | 6.9 (7 reviews) | 5.6 (93 reviews) | 

#### Agentic AI - CRM

| Feature | Altvia | Maximizer | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 5.6 (13 reviews) | 
| **Multi-step Planning** | Not enough data | 5.9 (13 reviews) | 
| **Cross-system Integration** | Not enough data | 5.7 (14 reviews) | 
| **Adaptive Learning** | Not enough data | 6.2 (13 reviews) | 
| **Natural Language Interaction** | Not enough data | 5.8 (12 reviews) | 
| **Proactive Assistance** | Not enough data | 6.0 (13 reviews) | 
| **Decision Making** | Not enough data | 6.3 (14 reviews) | 

### Investment Portfolio Management

| Product | Score | Reviews |
|---|---|---|
| **Altvia** | N/A | N/A |
| **Maximizer** | N/A | N/A |

#### Functionality

| Feature | Altvia | Maximizer | 
|---|---|---|
| **Customizable Reporting** | Not enough data | Not enough data | 
| **Market Analytics** | Not enough data | Not enough data | 
| **Client Portal** | Not enough data | Not enough data | 
| **Investment Accounting** | Not enough data | Not enough data | 
| **Real time ** | Not enough data | Not enough data | 
| **Compliance** | Not enough data | Not enough data | 
| **Customizable Reporting** | Not enough data | Not enough data | 

#### Integration

| Feature | Altvia | Maximizer | 
|---|---|---|
| **Data aggregation** | Not enough data | Not enough data | 
| **Accounting Integration** | Not enough data | Not enough data | 
| **Risk Management** | Feature Not Available | Not enough data | 

#### Agentic AI - Investment Portfolio Management

| Feature | Altvia | Maximizer | 
|---|---|---|
| **Multi-step Planning** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 

### Financial Analytics

| Product | Score | Reviews |
|---|---|---|
| **Altvia** | N/A | N/A |
| **Maximizer** | N/A | N/A |

#### Platform Additional Functionality

| Feature | Altvia | Maximizer | 
|---|---|---|
| **Dashboard** | Not enough data | Not enough data | 
| **Cloud** | Not enough data | Not enough data | 

#### Platform Content

| Feature | Altvia | Maximizer | 
|---|---|---|
| **Automation** | Not enough data | Not enough data | 
| **Content Library** | Not enough data | Not enough data | 

#### Platform Data

| Feature | Altvia | Maximizer | 
|---|---|---|
| **Visualization** | Not enough data | Not enough data | 

#### Platform Interoperability

| Feature | Altvia | Maximizer | 
|---|---|---|
| **API** | Not enough data | Not enough data | 

#### Platform Performance

| Feature | Altvia | Maximizer | 
|---|---|---|
| **Reporting** | Not enough data | Not enough data | 

#### Agentic AI  - Financial Analytics

| Feature | Altvia | Maximizer | 
|---|---|---|
| **Proactive Assistance** | Not enough data | Not enough data | 

### Virtual Data Room (VDR)

| Product | Score | Reviews |
|---|---|---|
| **Altvia** | N/A | N/A |
| **Maximizer** | N/A | N/A |

#### Platform Additional Functionality

| Feature | Altvia | Maximizer | 
|---|---|---|
| **Remote Shred** | Not enough data | Not enough data | 
| **Watermarks** | Not enough data | Not enough data | 

#### Platform Basics

| Feature | Altvia | Maximizer | 
|---|---|---|
| **Document Permissions** | Not enough data | Not enough data | 
| **Mobile** | Not enough data | Not enough data | 
| **Document Security** | Not enough data | Not enough data | 

#### Platform Content

| Feature | Altvia | Maximizer | 
|---|---|---|
| **File Sharing** | Not enough data | Not enough data | 

#### Platform Data

| Feature | Altvia | Maximizer | 
|---|---|---|
| **Reporting** | Not enough data | Not enough data | 

#### Platform Performance

| Feature | Altvia | Maximizer | 
|---|---|---|
| **Bulk Upload** | Not enough data | Not enough data | 
| **Full Text Search** | Not enough data | Not enough data | 

### Venture Capital Management

| Product | Score | Reviews |
|---|---|---|
| **Altvia** | N/A | N/A |
| **Maximizer** | N/A | N/A |

#### Investment Management

| Feature | Altvia | Maximizer | 
|---|---|---|
| **Investment Portfolio Management** | Not enough data | Not enough data | 
| **Investment Analytics** | Not enough data | Not enough data | 
| **Reporting** | Not enough data | Not enough data | 
| **Cap Table Management** | Not enough data | Not enough data | 

#### Fund Management

| Feature | Altvia | Maximizer | 
|---|---|---|
| **Deal Flow Management** | Not enough data | Not enough data | 
| **Limited Partner Management** | Not enough data | Not enough data | 
| **Fund Administration** | Not enough data | Not enough data | 

#### Agentic AI - Venture Capital Management

| Feature | Altvia | Maximizer | 
|---|---|---|
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | 

### Financial Services CRM

| Product | Score | Reviews |
|---|---|---|
| **Altvia** | 9.0/10 | 7 |
| **Maximizer** | 6.2/10 | 72 |

#### Content

| Feature | Altvia | Maximizer | 
|---|---|---|
| **Automation** | 9.0 (7 reviews) | 6.0 (67 reviews) | 

#### Platform Additional Functionality

| Feature | Altvia | Maximizer | 
|---|---|---|
| **Pre-Built Connectors** | 8.9 (6 reviews) | Feature Not Available | 
| **Dashboard** | 9.0 (7 reviews) | 7.2 (68 reviews) | 
| **Cloud** | 9.0 (7 reviews) | 6.7 (68 reviews) | 
| **Mobility** | 7.9 (7 reviews) | 6.5 (67 reviews) | 
| **Messaging** | 9.3 (7 reviews) | 5.5 (68 reviews) | 

#### Platform Reporting and Analytics

| Feature | Altvia | Maximizer | 
|---|---|---|
| **Reporting** | 9.0 (7 reviews) | 6.5 (67 reviews) | 
| **Forecasting** | 8.9 (6 reviews) | 5.2 (66 reviews) | 

#### Customer Support

| Feature | Altvia | Maximizer | 
|---|---|---|
| **Case Management** | 9.3 (7 reviews) | 6.6 (65 reviews) | 
| **Customer Support Portal** | 9.3 (7 reviews) | Feature Not Available | 
| **Knowledge Base** | 9.3 (7 reviews) | 6.8 (65 reviews) | 
| **Support Analytics** | 9.3 (7 reviews) | 6.4 (65 reviews) | 

#### Marketing Automation

| Feature | Altvia | Maximizer | 
|---|---|---|
| **Campaign Management** | 8.9 (6 reviews) | 6.3 (64 reviews) | 
| **Lead Management** | 8.9 (6 reviews) | 6.5 (64 reviews) | 
| **Marketing Analytics** | 8.6 (6 reviews) | 5.5 (64 reviews) | 

#### Sales Force Automation

| Feature | Altvia | Maximizer | 
|---|---|---|
| **Pipeline Management** | 9.0 (7 reviews) | 6.3 (64 reviews) | 
| **Task Management** | 9.0 (7 reviews) | 7.7 (66 reviews) | 
| **Product and Price List Management** | 8.9 (6 reviews) | Feature Not Available | 
| **Quote and Order Management** | 8.9 (6 reviews) | 5.5 (64 reviews) | 
| **Contract Management** | 8.6 (6 reviews) | 5.8 (62 reviews) | 

#### Agentic AI - Financial Services CRM

| Feature | Altvia | Maximizer | 
|---|---|---|
| **Decision Making** | Not enough data | 4.7 (6 reviews) | 

---
## Categories
**Shared Categories (2):** [Financial Services CRM Software](https://www.g2.com/categories/financial-services-crm), [CRM Software](https://www.g2.com/categories/crm)

**Unique to Altvia (4):** [Financial Analytics Software](https://www.g2.com/categories/financial-analytics), [Virtual Data Room Software](https://www.g2.com/categories/virtual-data-room-vdr), [Investment Portfolio Management Software](https://www.g2.com/categories/investment-portfolio-management), [Venture Capital Management Software](https://www.g2.com/categories/venture-capital-management)



---
## Reviewer Demographics

### By Company Size

| Segment | Altvia | Maximizer | 
|---|---|---|
| **Small-Business** | 73.3% | 74.8% | 
| **Mid-Market** | 13.3% | 19.0% | 
| **Enterprise** | 13.3% | 6.2% | 

### By Industry

#### Altvia

- **Venture Capital & Private Equity:** 33.3%
- **Financial Services:** 33.3%
- **Textiles:** 6.7%
- **Philanthropy:** 6.7%
- **Information Services:** 6.7%
- **Fund-Raising:** 6.7%
- **Banking:** 6.7%

#### Maximizer

- **Financial Services:** 35.6%
- **Investment Management:** 4.1%
- **Insurance:** 3.3%
- **Marketing and Advertising:** 3.0%
- **Information Technology and Services:** 2.8%
- **Construction:** 2.7%
- **Publishing:** 2.4%
- **Real Estate:** 2.2%
- **Computer Software:** 1.6%
- **Transportation/Trucking/Railroad:** 1.6%
- **Other:** 40.7%

---
## Alternatives

### Alternatives to Altvia

- [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — 4.4/5 stars (25831 reviews)
- [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) — 4.4/5 stars (14703 reviews)
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13847 reviews)
- [NetSuite](https://www.g2.com/products/oracle-netsuite/reviews) — 4.1/5 stars (4829 reviews)
- [Instantly](https://www.g2.com/products/instantly/reviews) — 4.8/5 stars (4119 reviews)
- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3072 reviews)
- [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2931 reviews)
- [Brevo Marketing Platform](https://www.g2.com/products/brevo-marketing-platform/reviews) — 4.5/5 stars (2570 reviews)
- [Close](https://www.g2.com/products/close/reviews) — 4.7/5 stars (2045 reviews)
- [Thryv](https://www.g2.com/products/thryv/reviews) — 4.2/5 stars (2008 reviews)

### Alternatives to Maximizer

- [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — 4.4/5 stars (25831 reviews)
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13847 reviews)
- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3072 reviews)
- [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2931 reviews)
- [Dynamics 365 Sales](https://www.g2.com/products/dynamics-365-sales/reviews) — 3.8/5 stars (1619 reviews)
- [Nutshell](https://www.g2.com/products/nutshell/reviews) — 4.3/5 stars (1434 reviews)
- [Nimble CRM](https://www.g2.com/products/nimble/reviews) — 4.5/5 stars (1115 reviews)
- [SAP Sales Cloud](https://www.g2.com/products/sap-sap-sales-cloud/reviews) — 4.2/5 stars (1000 reviews)
- [Pipeline CRM](https://www.g2.com/products/pipeline-crm/reviews) — 4.3/5 stars (952 reviews)
- [Sugar Sell](https://www.g2.com/products/sugar-sell/reviews) — 3.8/5 stars (776 reviews)

---
## Top Discussions

### Altvia

- Title: [Does AIM include portfolio management?](https://www.g2.com/discussions/does-aim-include-portfolio-management) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "AIM’s Deal-tracking functionality optimizes the evaluation process of fund and direct investment opportunities from sourcing to completion. The AIM CRM holds..."
- Title: [Can I track fundraising and investor relations in AIM?](https://www.g2.com/discussions/can-i-track-fundraising-and-investor-relations-in-aim) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "AIM’s Fundraising functionality manages the capital raising process from start to finish, providing 100% clarity on the prospects you’re working with and..."
- Title: [Can I report on my data in AIM?](https://www.g2.com/discussions/can-i-report-on-my-data-in-aim) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "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..."

### Maximizer

- Title: [What is Maximizer CRM used for?](https://www.g2.com/discussions/what-is-maximizer-crm-used-for) — 3 comments
  > **Top comment:** "Maximizer CRM is solving several problems related to secure and reliable communication and collaboration for various use cases.
"
- Title: [Do you integrate with any marketing automations platforms like Marketo?](https://www.g2.com/discussions/integrations-with-marketing-automation) — 1 comment, 1 upvote
  > **Top comment:** "Maximizer neglected to future-proof Maximizer CRM Live and their self-hosted CRM by not providing any open keys for self serve integration with powerful..."
- Title: [INTEGRATION](https://www.g2.com/discussions/4388-integration) — 1 comment, 1 upvote
  > **Top comment:** "Maximizer CRM 2017 has integrations for MS Office products (Outlook, Word, Excel) these are included as add-ons with the product. The Web APIs for Maximizer..."
- Title: [INPUT CSV  LEAD FILES](https://www.g2.com/discussions/4387-input-csv-lead-files) — 1 comment, 1 upvote
  > **Top comment:** "Lead sheets in the form of a web inquiry page can be integrated into Maximizer using the 'web to lead' technology provided in the product as standard. It is..."

---
**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/altvia-vs-maximizer)