Altify
Altify is a sales account management software that helps revenue teams visualize complex accounts, map key stakeholders, and execute strategic opportunity plans directly within your Salesforce CRM environment.
Maximizer
Maximizer is a specialized CRM software designed to help sales leaders and financial advisors manage pipelines, track client interactions, and drive revenue growth through actionable insights.
Quick Comparison
| Feature | Altify | Maximizer |
|---|---|---|
| Website | altify.com | maximizer.com |
| Pricing Model | Custom | Subscription |
| Starting Price | Custom Pricing | $55/month |
| FREE Trial | ✘ No free trial | ✓ 30 days free trial |
| Free Plan | ✘ No free plan | ✘ No free plan |
| Product Demo | ✓ Request demo here | ✓ Request demo here |
| Deployment | ||
| Integrations | ||
| Target Users | ||
| Target Industries | ||
| Customer Count | 0 | 0 |
| Founded Year | 2005 | 1987 |
| Headquarters | Dublin, Ireland | Vancouver, Canada |
Overview
Altify
Altify helps you master complex B2B selling by turning tribal knowledge into visual, actionable strategy. You can build detailed account maps to identify key decision-makers and blockers, ensuring you never get blindsided by hidden stakeholders. The platform guides your team through proven sales methodologies, helping you qualify opportunities more accurately and focus your energy on the deals you are most likely to win.
You can manage your entire sales ecosystem without leaving Salesforce, as the software integrates natively to keep your data clean and centralized. It solves the problem of disconnected sales teams by providing a shared language and visual framework for account planning. Whether you are navigating a global enterprise account or a high-velocity opportunity, you get the insights needed to increase win rates and grow deal sizes.
Maximizer
Maximizer is a feature-rich CRM designed to help you take control of your sales pipeline and client relationships. Unlike generic tools, it offers specialized editions tailored for sales leaders and financial advisors, ensuring you have the specific tracking and compliance tools your industry requires. You can manage your entire sales lifecycle from lead capture to deal closure while maintaining a detailed history of every client interaction in one centralized hub.
The platform focuses on giving you high-visibility into team performance through pre-built dashboards and automated reporting. You can set quotas, track conversion rates, and identify bottlenecks in your process without manual data crunching. Whether you are looking to scale a sales team or manage a complex book of financial business, Maximizer provides the structure you need to stay organized and hit your targets.
Overview
Altify Features
- Relationship Maps Visualize the political landscape of your accounts to identify key supporters, blockers, and decision-makers in every deal.
- Opportunity Management Apply proven sales methodologies to qualify deals and create a clear path to closure with automated guided selling.
- Account Planning Build long-term strategic plans for your most important customers to identify white space and expansion opportunities.
- Sales Process Automation Standardize your winning behaviors across the entire team with built-in playbooks that guide reps through every stage.
- Insight Maps Connect your solutions to specific customer business problems to ensure your value proposition resonates with executive buyers.
- Native Salesforce Integration Work entirely within your existing CRM to ensure high adoption rates and maintain a single source of truth.
Maximizer Features
- Lead Management. Capture and qualify leads automatically so you can prioritize high-value opportunities and move them through your funnel faster.
- Sales Forecasting. Predict your future revenue with accuracy using visual pipeline tools that track deal stages and probability of closure.
- Action Plans. Create automated task sequences for your team to ensure no follow-up falls through the cracks during the sales cycle.
- Wealth Management Tools. Track household relationships, financial goals, and compliance requirements using specialized features built specifically for financial advisors.
- Mobile CRM. Access your entire client database and update deal statuses from your phone while you are meeting prospects in the field.
- Email Integration. Sync your Outlook or Gmail account to log communications automatically and manage your inbox directly within the CRM.
Pricing Comparison
Altify Pricing
Maximizer Pricing
- Full Sales Pipeline Management
- Unlimited Cloud Storage
- Outlook & Gmail Integration
- Standard & Custom Reporting
- Campaign Management
- Mobile App Access
- Everything in Sales Leader, plus:
- Household & Relationship Tracking
- Financial Goal Tracking
- KYC & Compliance Tools
- Advanced Security Features
- Industry-specific Templates
Pros & Cons
Altify
Pros
- Excellent visualization of complex stakeholder relationships
- Native Salesforce integration keeps workflows centralized
- Provides a structured framework for strategic account planning
- Helps identify gaps in deal qualification early
- Improves collaboration between sales and leadership teams
Cons
- Requires significant manual data entry for accuracy
- Learning curve for teams new to sales methodology
- Mobile experience is less intuitive than desktop
- Can feel overwhelming for simple, transactional sales
Maximizer
Pros
- Highly customizable fields to match your specific business data
- Excellent specialized features for financial services and wealth management
- Strong history of reliability and data security for sensitive info
- Comprehensive 30-day trial period to test all features
Cons
- Interface feels dated compared to modern web-first CRM tools
- Initial setup and configuration can be time-consuming
- Mobile app functionality is more limited than the desktop version