AIM

AIM

Altvia Solutions
Rsoft CRM

Rsoft CRM

Rsoft Technologies
+
+

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Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Alternative Investment Fund Managers

Audience

CRM solution for small and medium businesses

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Altvia Solutions
Founded: 2006
United States
altvia.com

Company Information

Rsoft Technologies
Founded: 2015
India
www.rsoft.in/

Alternatives

Backstop

Backstop

Backstop Solutions Group

Alternatives

OPALCRM

OPALCRM

KloudPortal
IMS

IMS

RealPage
Baseplan

Baseplan

Baseplan Software
Okout CRM

Okout CRM

Solaripe General Trading

Categories

Categories

CRM

Investment Management Features

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Integrations

Altvia
Box
Conga Contracts
DocuSign
Evernote
LinkedIn
Preqin
Salesforce
Slack
TeleCMI
ePayPolicy

Integrations

Altvia
Box
Conga Contracts
DocuSign
Evernote
LinkedIn
Preqin
Salesforce
Slack
TeleCMI
ePayPolicy
Claim AIM and update features and information
Claim AIM and update features and information
Claim Rsoft CRM and update features and information
Claim Rsoft CRM and update features and information