I used to start every morning by bouncing between Gmail, LinkedIn, Salesforce, and our dialer just to prep for the day. Now I open a single inbox and can see every touchpoint for every prospect in one place. I walk into calls knowing exactly what was said, when it was said, and which channel it happened on. My prep time has dropped from 45 minutes to 10. Review collected by and hosted on G2.com.

Inbox search feels slow when you have a lot of message history. It would also help if filtering—especially by date or campaign—were faster and more responsive. Review collected by and hosted on G2.com.

Luna connects our ad spend to pipeline in a way our old tools never could. I can clearly see that $10K in LinkedIn ads generated $400K in pipeline, while $10K in Google Ads generated $80K. That kind of visibility completely changed how we allocate budget. We doubled down on what was working and cut what wasn’t. Review collected by and hosted on G2.com.

The attribution model defaults to last-touch. I had to change it to multi-touch to get the full picture. It wasn’t difficult, but you do need to know that you have to switch it. Review collected by and hosted on G2.com.

We were using ZoomInfo for data and assumed our lists were complete. Katie’s AI research uncovered prospects based on intent signals and job postings that ZoomInfo hadn’t flagged. She also built a lookalike audience from our best customers and surfaced 200 accounts we’d never considered. Forty of those turned into qualified opportunities. Review collected by and hosted on G2.com.

The data enrichment isn’t always perfect. Roughly 5% of the emails still bounce, which is better than most tools but not zero. Because of that, we keep and maintain a suppression list. Review collected by and hosted on G2.com.

Alta’s suggested campaigns come pre-built using our product data. We launched a “competitive displacement” campaign in about 20 minutes—something that would have taken our team a week to put together from scratch. The templates aren’t a finished product, but they’re a strong starting point and get you roughly 70% of the way there. Review collected by and hosted on G2.com.

The suggested campaigns can feel a bit too generic at times. You really need to tailor them to your specific ICP and value proposition, rather than just hitting launch and hoping they fit. Review collected by and hosted on G2.com.

The bi-directional Salesforce sync ensures that every email, LinkedIn touch, and call note is logged automatically. That means no more reps forgetting to record activity and no more duplicate records created through imports. Our CRM hygiene improved dramatically within the first month, and our reports are genuinely trustworthy now. Review collected by and hosted on G2.com.

If you have custom Salesforce objects, expect the initial mapping to take some time. In our case, we have an unusual object structure, and it took their team about two days to get the sync set up correctly. Review collected by and hosted on G2.com.

Before using Alta here, I was boucing between different tabs to keep my leads and follow ups straight. Now it's all in one screen, which honestly saves me a good chunk of time every day. The layout isn't complicated either, so I wasn't stuck trying to figure things out for long. Review collected by and hosted on G2.com.

I had to give it a few days before it clicked. I was a little lost the first couple sessions, just getting used to where things live. After that it felt normal. Can't say I hit any real issues since. Review collected by and hosted on G2.com.

Alex doesn’t just book meetings; he also sends reminders, manages rescheduling, and follows up with no-shows. The mix of SMS, email, and phone reminders is relentless—in a good way—and it keeps prospects on track. Our no-show rate was killing our AE efficiency, but now it’s basically a non-issue. Review collected by and hosted on G2.com.

The default reminder frequency is pretty aggressive. We ended up dialing it back because a few prospects found it annoying. There are customization options, but they aren’t enabled by default. Review collected by and hosted on G2.com.

We started in Co-Pilot mode because I was nervous about AI sending messages I hadn’t reviewed. That turned out to be the right call. In the first week, Katie drafted an email that referred to a prospect’s company layoffs as a “great time to buy,” which came across as tone-deaf. We caught it during review, adjusted the messaging rule, and the next batch was solid. Overall, Co-Pilot feels like the right way to start if you care about protecting your brand voice. Review collected by and hosted on G2.com.

The review queue UI could be improved. Approving or rejecting drafts works fine, but inline editing feels a bit clunky and awkward. It’s a small thing overall. Review collected by and hosted on G2.com.

The inbound calling agent is honestly the main reason we signed. When someone submits a demo request or fills out a form, they get a call or an AI conversation in under a minute. It asks the right qualifying questions and then books the meeting directly onto the AE’s calendar. It also works after hours and can handle our EU prospects in their own language, which our small team could never realistically cover. On top of that, the reminders and easy rescheduling have cut our no-show rate, so the meetings it books actually happen—which matters a lot more than people tend to give it credit for. Review collected by and hosted on G2.com.

There’s a bit of a trust curve at the beginning. We watched how it handled calls for a few weeks before letting it run solo, which was the right move in my opinion and not really a complaint. A couple of the less technical folks on my team needed some hand-holding during setup, so I wouldn’t just hand it off to a new hire without some guidance. Review collected by and hosted on G2.com.

We had 400 closed-lost opportunities from the past 18 months sitting in Salesforce. Alta’s revival motion flagged 60 of them showing fresh signals like new hiring activity, funding, or leadership changes. Katie re-engaged those accounts with clear context on what had changed since we last spoke. In the first month, we booked 14 meetings from what had been dead pipeline—pipeline we’d already paid to create. Review collected by and hosted on G2.com.

Setting up the revival campaign really depends on having clean CRM data. If your closed-lost reasons aren’t consistent, Alta can’t filter the right records properly. In our case, we ended up spending a full day cleaning up our CRM fields before we could get the setup working smoothly. Review collected by and hosted on G2.com.