AIM Mobile
Relationships and Data on-the-go
How AIM Mobile Helps Firms
Altvia understands that you need easy access to your network of stakeholders and CRM related data while on the go. With AIM, our Private Equity CRM, on the Salesforce App, you can view and update your data on any mobile device, anytime, making it easy to stay on top of your game. Dictate meeting notes, generate tear sheets, view reports, and more with AIM Mobile.
Things are pretty fluid in this business. When I’m on the road, I can’t always plan a month or a week out. Now when someone cancels a meeting, I can schedule a new one and have all the information I need before I sit down in front of that potential customer. Before, we simply didn’t have that.
Benefits
Leave your laptop
Instantly access contact information, pipeline progress, and deal next steps. No longer sift through paper meeting notes to update your team with on-the-fly mobile access and searchable contact and account records.
- View, edit, and add records
- Access key reports and dashboards
- Create tasks on-the-go
Features You Need. Ease of Use You Want.
Successful fund managers and IR professionals move quicker than ever. The new and improved mobile app has the advanced features you need to win more deals.
- Record notes through dictation
- Store your favorites for quick access
- Generate tear sheets on-the-go
Go further with Mobile-First Views
Your AIM app should work for you, so take it to the next level with mobile-specific layouts and streamlined mobile views. Keep deep information in your system and view only what you need in the app.
- Personalize your navigation and notifications
- Streamline contact, deal pages, and more
HIGHLIGHTS
AIM Mobile makes your team successfulView, edit, and add records offline
Dictate meeting notes
Store favorites for easy access
Personalize navigation and notifications
Streamline records and pages
Create tasks for you and others on-the-go
Generate tear sheets immediately
Resources
The Smartest CRM for Private Equity
Close the loop on communications and contacts with Altvia Correspond and AIM.
Guide: 4 Stages of the Investor Experience
Differentiate and improve your investor relationships while raising funds and more
BLOG: Transform PE Communications
Find greater optimization and efficiency with industry-specific tools