[ Altvia Reviews ](https://www.g2.com/products/altvia/reviews) [ Altvia Reviews ](https://www.g2.com/products/altvia/reviews) # Altvia Features ##### ## Platform (8) Customization Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. Workflow Capability Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. Internationalization Enables users to view and transact business with the same content in multiple languages and currencies. Sandbox / Test Environments Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment. Document & Content Mgmt. Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files. Performance and Reliability Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. Output Document Generation Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. Show More ##### ## Sales Force Automation (14) Contact & Account Management Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts. Partner Relationship Mgmt. (PRM) Manage partners by tracking channel partner leads and sales opportunities. Provide a partner portal to collaborate with channels on sales opportunities and to share product, pricing, quoting, ordering, and training information Opportunity & Pipeline Mgmt. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. Task / Activity Management Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities. Territory & Quota Management Assign and manage sales quotas and territories. Track progress against quotas. Change as needed. Desktop Integration Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration. Product & Price List Management Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system. Quote & Order Management Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts. Customer Contract Management Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution. Pipeline Management Manages sales pipelines from prospecting to close. Task Management Manages sales force tasks, assigning tasks and distributing work. Product and Price List Management Contains a product catalogue and price list for salespeople to pull from. Quote and Order Management Provides custom quote creation functionality. Contract Management Manages the entire contract process, from creation and negotiation to signing. Show More ##### ## Marketing Automation (7) Email Marketing Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders. Campaign Management Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time. Lead Management Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification. Marketing ROI Analytics Enables analysis of effectiveness of an organizations various marketing activities Campaign Management Provides email marketing campaign management functionality. Lead Management Contains lead tracking and management capabilities. Marketing Analytics Contains analysis tools to provide insights on marketing campaign effectiveness. Show More ##### ## Customer Support (9) Case Management Tracks issues/help requests reported by customers through the resolution process. Customer Support Portal Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base. Knowledge Base Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions. Call Center Features Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management. Support Analytics Enables analysis of customer support activities to optimize customer support professionals, processes and tools. Case Management Contains customer request handling functionality and issue tracking. Customer Support Portal A portal through which customers can access the knowledge base as well as ask questions, place orders, raise issues, and more. Knowledge Base An information repository for customers to get self-service answers to their questions. Support Analytics Allows users to conduct analysis on support activities. Show More ##### ## Integration (5) Data Import & Export Tools Ability to input, modify and extract data from the application in bulk through a structured file. Integration APIs Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. Breadth of Partner Applications To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. Data aggregation Aggregates financial market data from third party sources or integrates with solutions that do Accounting Integration Integrates with accounting solutions Show More ##### ## Mobile & Social (3) Social Collaboration Features Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone Social Network Integration Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management. Mobile User Support Allows software to be easily used on multiple mobile devices include phone and tablet devices. Show More ##### ## Reporting & Analytics (3) Reporting Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. Dashboards An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance Forecasting Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. Show More ##### ## Functionality (7) Customizable Reporting Creates customizable reports utilizing market performance data Market Analytics Conducts detailed financial market performance analysis Client Portal Contains a client portal for clients to access their Investment Accounting Carries out investment accounting Real time Maintains a real time view of assets and positions Compliance Contains a real time view of investment compliance operations Customizable Reporting Creates customizable reports utilizing market performance data Show More ##### ## Platform Additional Functionality (9) Dashboard Has a centralized dashboard for users to interact with Cloud Provides a cloud based version of the platform Remote Shred Allows users to quickly revoke document access even after download Watermarks Automatically generates watermarks on documents when it is downloaded, viewed or printed Pre-Built Connectors Provides useful pre-defined data connections to important external systems and applications. Dashboard Has a centralized dashboard for users to interact with Cloud Provides a cloud based version of the platform Mobility Is accessible from a mobile device and by users on the go. Messaging Contains in-application messaging abilities Show More ##### ## Platform Content (3) Automation Automates some or all operation related tasks Content Library Provides users with a pre-built library of useable content File Sharing Has secure file sharing capabilities for internal or external sharing Show More ##### ## Platform Data (2) Visualization Contains tools to visalize data sets or workflows Reporting Provides metrics around user history, such as document views and edits Show More ##### ## Platform Interoperability (1) API Provides a robust external interface for integrating data, logic and workflows with other software applications. Show More ##### ## Platform Performance (3) Reporting Provides pre-built or customizable performance reports Bulk Upload Allows users to upload several files at once Full Text Search Find content or files using keywords, metadata, tags, etc. Show More ##### ## Content (1) Automation Automates some or all operation related tasks Show More ##### ## Platform Basics (3) Document Permissions Provides granular user permission options related to document viewing and editing Mobile Offers user access across mobile platforms Document Security Provides robust security options, such as two-factor authentication, single sign-on controls, or fingerprint scanning Show More ##### ## Platform Reporting and Analytics (2) Reporting Provides analytics tools that reveal important business metrics and track progress. Forecasting Provides sales forecasting and modeling capabilities based on historical data. Show More ##### ## Investment Management (4) Investment Portfolio Management Organizes, tracks, and reports on the portfolio of investments. Investment Analytics Provides analytics tools that reveal important portfolio metrics and track progress. Reporting Produces reports on deal flows and current assets. Cap Table Management Provides tools to track and analyze companies' equity capitalization. Show More ##### ## Fund Management (3) Deal Flow Management Manages deals throughout the entire deal lifecycle, from sourcing to completion. Limited Partner Management Contains a dashboard designed to track and manage limited partners' workflow. Fund Administration Provides fund administration functionality. Show More ##### ## Generative AI (1) AI Text Generation Allows users to generate text based on a text prompt. Show More ##### ## Agentic AI - Financial Analytics (1) Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## Agentic AI - Financial Services CRM (1) Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Investment Portfolio Management (4) Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## Agentic AI - Venture Capital Management (3) Cross-system Integration Works across multiple software systems or databases Natural Language Interaction Engages in human-like conversation for task delegation Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - CRM (7) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ## Top-Rated Alternatives [ ![Maximizer](https://images.g2crowd.com/uploads/product/hd_favicon/a920604f7639d8a62b8f6fb13b849ef8/maximizer.svg "Maximizer") Maximizer 4/5 (643) ](https://www.g2.com/products/maximizer/reviews) [ ![Agentforce Sales (formerly Salesforce Sales Cloud)](https://images.g2crowd.com/uploads/product/hd_favicon/826ce87155a61f72d3dfd92c5283eed8/agentforce-sales-formerly-salesforce-sales-cloud.svg "Agentforce Sales (formerly Salesforce Sales Cloud)") Agentforce Sales (formerly Salesforce Sales Cloud) 4.4/5 (24,647) ](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) [ ![ActiveCampaign](https://images.g2crowd.com/uploads/product/hd_favicon/be9e1369027bd58113f937595c7fbdf0/activecampaign.svg "ActiveCampaign") ActiveCampaign 4.4/5 (14,166) ](https://www.g2.com/products/activecampaign/reviews) [ View All Alternatives ](https://www.g2.com/products/altvia/competitors/alternatives) ##### Categories on G2 [ CRM ](https://www.g2.com/categories/crm)[ Virtual Data Room (VDR) ](https://www.g2.com/categories/virtual-data-room-vdr)[ Investment Portfolio Management ](https://www.g2.com/categories/investment-portfolio-management) [ Financial Services CRM ](https://www.g2.com/categories/financial-services-crm)[ Venture Capital Management ](https://www.g2.com/categories/venture-capital-management)[ Financial Analytics ](https://www.g2.com/categories/financial-analytics) Show More ##### Explore More [ Best-reviewed maintenance management systems app ](https://www.g2.com/discussions/what-s-the-best-reviewed-maintenance-management-systems-app)[ Staffing Agencies in Memphis ](https://www.g2.com/categories/staffing-agencies/locations/memphis-tn-us)[ User Research Tools ](https://www.g2.com/discussions/which-user-research-tools-are-helping-your-team-right-now) [ What are the best energy management platforms for facilities reducing consumption across multi-site operations? ](https://www.g2.com/discussions/what-are-the-best-energy-management-platforms-for-facilities-reducing-consumption-across-multi-site-operations)[ What platform provides analytics on support resolution times? ](https://www.g2.com/discussions/what-platform-provides-analytics-on-support-resolution-times)[ Pros and Cons Details ](https://www.g2.com/products/altvia/reviews?qs=pros-and-cons) Show More [ Best-reviewed maintenance management systems app ](https://www.g2.com/discussions/what-s-the-best-reviewed-maintenance-management-systems-app)[ Staffing Agencies in Memphis ](https://www.g2.com/categories/staffing-agencies/locations/memphis-tn-us)[ User Research Tools ](https://www.g2.com/discussions/which-user-research-tools-are-helping-your-team-right-now) [ What are the best energy management platforms for facilities reducing consumption across multi-site operations? ](https://www.g2.com/discussions/what-are-the-best-energy-management-platforms-for-facilities-reducing-consumption-across-multi-site-operations)[ What platform provides analytics on support resolution times? ](https://www.g2.com/discussions/what-platform-provides-analytics-on-support-resolution-times)[ Pros and Cons Details ](https://www.g2.com/products/altvia/reviews?qs=pros-and-cons)