--- title: Altify Reviews meta_title: 'Altify Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 76 reviews by the users' company size, role or industry to find out how Altify works for a business like yours. aggregate_rating: rating_value: 4.2 review_count: 76 scale: '5' date_modified: '2026-08-09' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # Altify Reviews **Vendor:** Altify **Category:** [Customer Revenue Optimization (CRO) Software](https://www.g2.com/categories/customer-revenue-optimization) **Average Rating:** 4.2/5.0 **Total Reviews:** 76 ## About Altify Altify is a Salesforce-native, AI-enhanced solution that helps B2B sales teams win bigger, faster, and drive more predictable revenue. It's designed for revenue teams who want to align their sales execution with customer needs, directly within Salesforce CRM. Altify provides the solutions to map key relationships, uncover business insights, and manage deals from beginning to end, all while maximizing account growth. Our enterprise-grade platform integrates proven methodologies with intelligent automation to drive consistent revenue growth and sales performance. Since 2005, Altify has empowered sales professionals in companies such as AWS, Apple, Lumen, Honeywell and Salesforce to achieve maximum sales performance through proven account planning, opportunity management, and sales process best practices. ## Altify Pros & Cons **What users like:** - Users value the **responsive customer support** of Altify, praising their quick and effective assistance when needed. (3 reviews) - Users find Altify's **account management capabilities** valuable for enhancing salesforce adoption and streamlining account planning. (2 reviews) - Users highlight the **ease of use** of Altify, appreciating its user-friendly interface and responsive support. (2 reviews) - Users appreciate the **efficiency** of Altify, finding it user-friendly and excellent for optimizing sales processes. (2 reviews) - Users value the **AI-driven insights** of Altify, enhancing decision-making and deal management for their teams. (2 reviews) - Salesforce Integration (2 reviews) - Analytics (1 reviews) - Contact Information (1 reviews) - CRM Integration (1 reviews) - Users value the **excellent deal management support** by Altify, enhanced by AI-driven insights and seamless Salesforce integration. (1 reviews) **What users dislike:** - Users find the **interface not intuitive** , with complex navigation and hidden key details affecting usability. (3 reviews) - Users find the **UI/UX too complex** , suggesting that navigation could be much simpler for a better experience. (1 reviews) - Users find the **cost structure steep** for small companies, making it a less viable option for them. (1 reviews) - Users find the **learning curve challenging** , with limited functionality making it harder to navigate Altify effectively. (1 reviews) - Users find the **learning difficulty** of Altify challenging due to its limited functionality and complex interface. (1 reviews) - Limited Features (1 reviews) ## Altify Reviews ### 1. Helped collaboration between project stakeholders **Rating:** 4.0/5.0 stars **Reviewed by:** Matteo B. | Freelance API Developer and Data Scientist, Small-Business (50 or fewer emp.) **Reviewed Date:** February 10, 2025 **What do you like best about Altify?** Upland Altify helped our team take more informed decisons and map out key decision makers in our business deals **What do you dislike about Altify?** The cost structure is quite steep for small companies **What problems is Altify solving and how is that benefiting you?** It helped take informed decisions and evaluate the revenue structure and future strategy easily ### 2. UPLAND ALTIFY **Rating:** 4.5/5.0 stars **Reviewed by:** Orlando G. | Sos Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** February 10, 2025 **What do you like best about Altify?** - The AI driven Insights,salesforce interagtion, deal management support **What do you dislike about Altify?** Limited functionality alongside the interface being a bit difficult to learn **What problems is Altify solving and how is that benefiting you?** It has helped being able to find important account data through the AI feature. ### 3. Upland altify helped with our sales process **Rating:** 4.0/5.0 stars **Reviewed by:** Arturo G. | Search Engine Optimization Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** February 07, 2025 **What do you like best about Altify?** It's very straightforward and easy to use, the customer support is great and they're quick to respond **What do you dislike about Altify?** It doesn't have as much training material as I would like **What problems is Altify solving and how is that benefiting you?** Mostly streamlining operations ## Altify Discussions - [What CRM systems do you work with?](https://www.g2.com/discussions/what-crm-systems-do-you-work-with) - 1 comment, 1 upvote - [What is a CRO Strategy?](https://www.g2.com/discussions/what-is-a-cro-strategy) - 1 comment, 1 upvote - [What is Customer Revenue Optimization?](https://www.g2.com/discussions/what-is-customer-revenue-optimization) - 1 comment, 1 upvote - [View Altify pricing details and edition comparison](https://www.g2.com/products/altify/reviews?filters%5Bsentiment_snippet%5D=1765728&qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-08-14+17%3A30%3A16+-0500&secure%5Bsession_id%5D=0d52415d-4466-4371-aa47-575429c0910a&secure%5Btoken%5D=6994aff3eb07e052194aa8e44641b4dec3cd9bc0dad750063202a4bda10616c5&format=llm_user) ## Altify Features **Sales Team** - Flexible Sales Process - Training Mode - Playbooks **Revenue Sourcing and Forecasting** - Revenue History - Pipeline Management - Dashboard Analytics - Multi-Device Data Visualization - Data Segmentation - Predictive Forecasting - Revenue Operations Cadence **Agentic AI - Salesforce AppExchange Apps** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - Sales Analytics** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Third-Party Integrations - CRM Integration **Data Sourcing** - Data Sourcing - Exporting & Sharing Data - Multi-Device Data Visualization - Interactive Dashboards - Data Segmentation **Intelligence** - Opportunity Identification - Zero-touch Renewals - Smart Content **CRM Data Enrichment** - Calendar Sync - Email Activity Capture - Conversation Intelligence - Marketing Leads - Contact Capture **Predictive Analytics** - Lead Scoring - Opportunity Scoring - Risk Analysis - Live Forecasting - Budgeting/Forecasting - Correlation Analysis - Competitive Analysis - Sales Trend Analysis - Statistical Analysis **Mapping** - Multiple Org Charts - Stakeholder Roles **Account Management** - Nonengaged Accounts - Account optimization - Historical Patterns - Rep Performance - Account Engagement - Historical Win/Loss Patterns **Sales Management** - Live Pipeline Management - Account-Based Analytics - Activity Tracking - Predictive Analytics - Visual Analytics - Task Management - Contact Management - Lead Management - Opportunity Management - Workflow Management **Agentic AI - Revenue Operations & Intelligence (RO&I)** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Proactive Assistance - Decision Making - Third-Party Integrations - Social Media Integration - Website Integration **Agentic AI - Customer Revenue Optimization** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Additional Functionality** - Dynamic Modeling - Lead Qualification - Lead Capture - Real-Time Reporting - Contact Database - API - Reporting & Statistics - Role-Based Permissions - Collaboration Tools - Dashboard Creation - Modeling & Simulation - Exception Reporting - Generative AI - Sales Reports - Performance Metrics - "What If" Scenarios - Customizable Reports - Data Import/Export - AI Copilot - Graphical Data Presentation - Drag & Drop - Access Controls/Permissions - Alerts/Notifications - Business Process Control - Multi-Currency - Pipeline Reports ## Top Altify Alternatives - [Revegy](https://www.g2.com/products/revegy/reviews) - 4.3/5.0 (39 reviews) - [Backstory](https://www.g2.com/products/people-ai-backstory/reviews) - 4.5/5.0 (607 reviews) - [DemandFarm](https://www.g2.com/products/demandfarm/reviews) - 4.4/5.0 (45 reviews)