Altrio Enterprise Pros and Cons: Top 5 Advantages and Disadvantages

Quick AI Summary Based on G2 Reviews

Generated from real user reviews

Users value the tracking capabilities of Altrio Enterprise, enhancing deal management and progress monitoring efficiency. (2 mentions)

Users commend the responsive customer support of Altrio Enterprise, enhancing their experience and efficiency in managing deals. (1 mentions)

Users appreciate the ease of data management in Altrio Enterprise, enhancing workflow and deal tracking efficiency. (1 mentions)

Users value the seamless integrations in Altrio Enterprise, enhancing efficiency and ensuring no deals are overlooked. (1 mentions)

Users commend the organization features of Altrio Enterprise, streamlining document uploads and essential contact information management. (1 mentions)

Users face distribution issues, experiencing challenges with data imports and creating deal flow presentations for analysis. (1 mentions)

Users experience integration issues with data imports and deal flow presentations, impacting their analytical processes. (1 mentions)

Users find the manual processes cumbersome, often needing to click through multiple screens for data retrieval. (1 mentions)

Users find Altrio Enterprise not user-friendly, struggling with cumbersome navigation and incomplete data input processes. (1 mentions)

Users find the poor reporting in Altrio Enterprise cumbersome due to multiple screens and incomplete data points. (1 mentions)

5 Pros or Advantages of Altrio Enterprise

1. Tracking

Users value the tracking capabilities of Altrio Enterprise, enhancing deal management and progress monitoring efficiency.

See 2 mentions

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CF

Cole F.

Small-Business (50 or fewer emp.)

4.0/5

"Great Deal Flow Management - Acquisitions"

What do you like about Altrio Enterprise?

-Easy to run deals through our processes and track progress -Metrics for understanding deal flow on a weekly and monthly basis -Responsive dev team to

U

Verified User

Small-Business (50 or fewer emp.)

4.0/5

"Solid program to centralize data"

What do you like about Altrio Enterprise?

I like the ease of getting the primary data into origin. The ability to send an OM through an email and it appear in my pipeline saves me a lot of tim

2. Customer Support

Users commend the responsive customer support of Altrio Enterprise, enhancing their experience and efficiency in managing deals.

See 1 mentions

See Related User Reviews

U

Verified User

Small-Business (50 or fewer emp.)

4.0/5

"Solid program to centralize data"

What do you like about Altrio Enterprise?

I like the ease of getting the primary data into origin. The ability to send an OM through an email and it appear in my pipeline saves me a lot of tim

3. Data Management

Users appreciate the ease of data management in Altrio Enterprise, enhancing workflow and deal tracking efficiency.

See 1 mentions

See Related User Reviews

U

Verified User

Small-Business (50 or fewer emp.)

4.0/5

"Solid program to centralize data"

What do you like about Altrio Enterprise?

I like the ease of getting the primary data into origin. The ability to send an OM through an email and it appear in my pipeline saves me a lot of tim

4. Integrations

Users value the seamless integrations in Altrio Enterprise, enhancing efficiency and ensuring no deals are overlooked.

See 1 mentions

See Related User Reviews

U

Verified User

Small-Business (50 or fewer emp.)

4.0/5

"Solid program to centralize data"

What do you like about Altrio Enterprise?

I like the ease of getting the primary data into origin. The ability to send an OM through an email and it appear in my pipeline saves me a lot of tim

5. Organization

Users commend the organization features of Altrio Enterprise, streamlining document uploads and essential contact information management.

See 1 mentions

See Related User Reviews

See Related User Reviews

U

Verified User

Small-Business (50 or fewer emp.)

4.0/5

"Solid program to centralize data"

What do you dislike about Altrio Enterprise?

There are many data points that are not automatically filled in and can be cumbersome to get ALL the data points in the system. (although there is no

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UC

Verified User in Commercial Real Estate

Small-Business (50 or fewer emp.)

11/5/2024

"Solid program to centralize data"

4/5

What do you like best about Altrio Enterprise?

I like the ease of getting the primary data into origin. The ability to send an OM through an email and it appear in my pipeline saves me a lot of time. This helps me to make sure I am not forgetting about a deal and also lets me revisit deals that we have passed on. Customer service and integration have always been great and responsive. Review collected by and hosted on G2.com.

What do you dislike about Altrio Enterprise?

There are many data points that are not automatically filled in and can be cumbersome to get ALL the data points in the system. (although there is no requirement to input all the points). They have updated their reporting function but it could still be a little more user friendly. sometimes i find myself clicking through multiple screens to find what I am looking for. Review collected by and hosted on G2.com.

Current UserValidated ReviewerSource: Organic

CF

Cole F.

Acquisitions Analyst

Small-Business (50 or fewer emp.)

11/6/2024

"Great Deal Flow Management - Acquisitions"

4/5

What do you like best about Altrio Enterprise?

-Easy to run deals through our processes and track progress

-Metrics for understanding deal flow on a weekly and monthly basis

-Responsive dev team to update needs for the company Review collected by and hosted on G2.com.

What do you dislike about Altrio Enterprise?

-Challenges with importing data at times

-Occasional challenges with creation of deal flow presentations to analyze analytics. Review collected by and hosted on G2.com.

Current UserValidated ReviewerSource: Organic

LG

laine g.

Senior Acquisition Analyst

Mid-Market (51-1000 emp.)

8/28/2024

"Real Estate Acquisition Workflow"

5/5

What do you like best about Altrio Enterprise?

Origin provides a seamless environment to track and monitor all ongoing acquisition opportunities. It is very convenient to re-surface all old deals and aggregate portfolio data for decision making. Customizable templates and reports make it a breeze to display deal details to investors and other stakeholders. Review collected by and hosted on G2.com.

What do you dislike about Altrio Enterprise?

Reviewers are restricted in their ability to map and review photos. Review collected by and hosted on G2.com.

Current UserValidated ReviewerSource: Organic

LG

Lauren G.

Dir. Acquisitions

Mid-Market (51-1000 emp.)

11/5/2024

"Game Changing CRM System"

5/5

What do you like best about Altrio Enterprise?

Ability for my team to get organized and upload deal-relevant documentation with important contact information Review collected by and hosted on G2.com.

What do you dislike about Altrio Enterprise?

Future innovation pipeline: connect emails and communication directly through the CRM Review collected by and hosted on G2.com.

Current UserValidated ReviewerSource: Organic

DC

David C.

Associate Vice President

Small-Business (50 or fewer emp.)

8/30/2024

"Origin - Real Estate Deal Management"

5/5

What do you like best about Altrio Enterprise?

Has provided us a much more automated pipeline management system and a repository for past and current deal data that can be leveraged for analysis of future acquisition pursuits. Onboarding process was very thorough and customized and ongoing customer support team is always responsive and helpful. Review collected by and hosted on G2.com.

What do you dislike about Altrio Enterprise?

Limited ability to share deal data and documents with counterparties. Limited asset management functionality. Review collected by and hosted on G2.com.