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What is Advantage HITS?

A Customer Relationship Management platform, often abbreviated as CRM, is designed to facilitate the management and tracking of activities, encompassing both online and in-person interactions. Our HITS CRM solution empowers users to effectively oversee, organize, and monitor various facets of their organization’s operations from any location, supported by a mobile app and Cloud features. Although the initial experience with a CRM system can be overwhelming for those without prior training, our committed support team makes the transition smoother, allowing users to quickly attain proficiency. The application may seem complex at first; however, our expert guidance ensures that clients can effortlessly input data in a short time frame. During training sessions with Advantage Industries HITS, we offer essential knowledge that enables clients to gain a comprehensive understanding of the system. As clients become more familiar with the platform, they build the confidence needed to create and implement new systems tailored to their organizations, often requiring minimal ongoing support from our specialists. This transformative journey not only enhances individual capabilities but also empowers organizations to fully utilize their CRM systems, ultimately driving success and strengthening customer relationships. By embracing such tools, organizations can foster a culture of continuous improvement and innovation.

What is AIM?

Altvia's comprehensive product suite, combined with its deep industry insights, enhances the Salesforce CRM platform specifically for the Alternative Investments sector. By converting data and relationships into valuable institutional knowledge, firms can obtain the competitive advantage necessary for growth and advancement. The AIM solution from Altvia, designed for Private Equity CRM, effectively captures the dynamics of your investments, monitors portfolio performance, and connects with back-end systems to facilitate scalability. Additionally, AIM can seamlessly integrate with a LP Portal and Data Visualization tool, enabling both internal and external teams to operate more efficiently. This integration fosters trust among stakeholders and investors by providing them with clear and transparent information regarding their capital. As a result, firms can strengthen their relationships and enhance their overall performance in the competitive landscape.

Media

Media

Integrations Supported

Altvia
Box
Conga Contracts
Docusign
Evernote
LinkedIn
Preqin
Salesforce
Slack
ePayPolicy

Integrations Supported

Altvia
Box
Conga Contracts
Docusign
Evernote
LinkedIn
Preqin
Salesforce
Slack
ePayPolicy

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Advantage Industries

Date Founded

1999

Company Location

United States

Company Website

www.getadvantage.com/hits/

Company Facts

Organization Name

Altvia Solutions

Date Founded

2006

Company Location

United States

Company Website

altvia.com

Categories and Features

CRM

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

Categories and Features

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Investment Management

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

Investor Relations

Automated Reporting
Compliance Management
Custom Emails / Newsletters
Data Centralization
Deal & Acquisition Management
Document Creation
Document Management
Electronic Signature
IR Website Builder
Investor CRM
Investor Transactions / Valuations

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