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Altify

altify.com

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Spec score 8.9 #1 of 32 in Sales Enablement Software

What it is

Altify is a Salesforce-native revenue execution platform for enterprise sales teams managing complex sales cycles. Altify Accounts provides living account plans with objectives, actions, and whitespace mapping connected to Salesforce opportunities. Relationship Map helps teams map buying-group influence and identify stakeholders involved in a deal. Altify Opportunities and Sales Process support qualification, sales methodology, reviews, and pipeline visibility. MaxAI reads live Altify and Salesforce data to offer methodology-specific account and deal guidance. It works with Claude, Microsoft Copilot, ChatGPT, and Salesforce Agentforce through MCP or natively in Agentforce. Administrators can apply hard caps to AI budgets, review consumption dashboards, and control deployed skills. Altify is delivered as a managed Salesforce package, supports Enterprise, Developer, and Unlimited editions, and requires a Salesforce license. The company also describes integrations with Slack and Google Docs, plus reporting support for Einstein, Tableau, and other BI tools. Pricing is quote-based and depends on selected solutions, number of users, and whether Revenue Services are included. Altify says it became an independent company in March 2025 with backing from Gallant Capital Partners.

Spec sheet

What it does
Altify is a revenue-execution platform for complex B2B sales that combines account planning, relationship intelligence, opportunity management, sales methodology and AI coaching inside Salesforce.Read 14 Oct 2026 · altify.com
Product
Altify describes itself as a Salesforce-native revenue execution platform for enterprise sales teams.Read 3 Oct 2026 · altify.com
Support
Customers use a support portal or email support, and users authenticate through their company Salesforce credentials rather than a separate Altify login.Read 14 Oct 2026 · altify.com
Account planning
Altify Accounts lets teams track objectives and actions, visualize plan progress, find whitespace for cross-sell and upsell, and collaborate on account plans.Read 14 Oct 2026 · altify.com
AI coaching
MaxAI reads live Altify and Salesforce data and provides methodology-specific deal and account guidance.Read 3 Oct 2026 · altify.com
AI governance
MaxAI provides configurable per-user, per-account and per-feature budget caps plus administrator controls for deployed skills and methodology compliance.Read 14 Oct 2026 · altify.com
AI integrations
Altify MCP connects live Altify data to Claude, Microsoft Copilot, ChatGPT and Salesforce Agentforce.Read 14 Oct 2026 · altify.com
Company profile
LinkedIn lists Altify as a privately held software-development company founded in 2010 with 51–200 employees and headquarters in Los Angeles, California.Read 14 Oct 2026 · linkedin.com
Company status
Altify says it became an independent company in March 2025 with backing from Gallant Capital Partners.Read 3 Oct 2026 · altify.com
Data location
The prerequisites state that Altify code and data reside solely in the customer Salesforce org unless the customer creates another copy.Read 14 Oct 2026 · info.altify.com
Deal execution
Altify Opportunities and Sales Process support deal qualification, sales methodology, reviews, and pipeline visibility.Read 3 Oct 2026 · altify.com
Documentation
Altify Help provides user and administrator guides for active releases, Insights help, e-learning, MCP help and archived version documentation.Read 14 Oct 2026 · altify.com
Export extension
An optional Output Extension Application enables PowerPoint exports for plans and maps plus Word or Quip executive briefings.Read 14 Oct 2026 · info.altify.com
Insight Map
Insight Map centralizes buyer priorities and pain points, analyzes their impact and supports collaborative action assignments.Read 14 Oct 2026 · altify.com
Insights
Altify Insights maps stakeholders, buyer goals and pressures, visualizes influence and surfaces relationship or deal risks.Read 14 Oct 2026 · altify.com
Intended customers
Altify describes its products as serving enterprise revenue teams running complex sales cycles.Read 3 Oct 2026 · altify.com
Legal maker
Altify’s privacy policy identifies the legal maker as Altify LLC.Read 14 Oct 2026 · altify.com
Limit: administration and reporting
G2 review summaries mention tedious administration, weak analytics, difficult reporting from the Salesforce data model and support documentation that could be organized better.Read 14 Oct 2026 · g2.com
Limit: complexity and cost
G2 review summaries cite a complex learning curve, difficult navigation, limited functionality and pricing that can be steep for small companies.Read 14 Oct 2026 · g2.com
MaxAI
MaxAI reads live Altify and Salesforce context to return methodology-based next actions, risk analysis, meeting preparation and account guidance.Read 14 Oct 2026 · altify.com
MCP capabilities
The MCP service exposes account-health scoring, account assessments, insight recommendations, review preparation and Sales Process Manager read data.Read 14 Oct 2026 · altify.com
Methodology support
MaxAI supports TAS, MEDDIC, MEDDPICC, Sandler, Miller Heiman and customer-defined methodologies.Read 14 Oct 2026 · altify.com
Notable news
Altify announced general availability of MaxAI on July 29, 2026, connecting Salesforce and Altify data to Claude, Copilot, ChatGPT and Agentforce through MCP.Read 14 Oct 2026 · altify.com
Object limitation
Altify can use Salesforce Accounts, Opportunities, Contacts, Tasks, Products and Users but generally cannot be configured for custom objects outside its package.Read 14 Oct 2026 · info.altify.com
Opportunity management
Altify Opportunities standardizes deal qualification, highlights risks and blockers, creates structured win plans and gives teams shared deal visibility.Read 14 Oct 2026 · altify.com
Other integrations
Official integration material says Slack messages can synchronize to Altify, Google Docs can provide linked account or opportunity details, and Salesforce data can feed Einstein, Tableau and other BI reports.Read 14 Oct 2026 · altify.com
Ownership news
Gallant Capital announced its acquisition of Altify on March 17, 2025, after which Altify became independent from Upland Software.Read 14 Oct 2026 · gallantcapital.com
Praise: adoption
A Gartner reviewer rated Altify 5 out of 5 and praised its clean, friendly interface and easy adoption for structured account planning.Read 14 Oct 2026 · gartner.com
Praise: support and AI
G2 reviewers highlight responsive support, AI-driven insights, Salesforce integration and deal-management assistance.Read 14 Oct 2026 · g2.com
Praise: usability
G2 reviewers repeatedly praise intuitive relationship and insight mapping, a user-friendly interface and collaborative transparency.Read 14 Oct 2026 · g2.com
Rating on G2
Altify scores 4.2 out of 5 from 76 reviews.Read 14 Oct 2026 · g2.com
Rating on Gartner Peer Insights
Altify scores 4.4 out of 5 from 20 ratings.Read 14 Oct 2026 · gartner.com
Rating on GetApp
Altify scores 4.5 out of 5 from 2 reviews, with feature rating 5.0, support 5.0, value 4.0 and ease of use 4.5.Read 14 Oct 2026 · getapp.com
Rating on Salesforce AppExchange
Altify Accounts has a 4.8 out of 5 lifetime rating from 44 AppExchange reviews.Read 14 Oct 2026 · appexchange.salesforce.com
Relationship Map
Relationship Map displays influencers, decision makers and blockers with relationship-strength coloring and assigned outreach actions.Read 14 Oct 2026 · altify.com
Relationship mapping
Relationship Map helps teams map buying-group influence and identify stakeholders who matter to a deal.Read 3 Oct 2026 · altify.com
Sales process
Sales Process Manager aligns stages and milestones with customer buying cycles and provides pipeline visibility and coaching.Read 14 Oct 2026 · altify.com
Salesforce architecture
The product is delivered as a Salesforce-native managed package that runs in the customer’s existing Salesforce org.Read 14 Oct 2026 · info.altify.com
Salesforce requirements
Altify is delivered as a managed Salesforce package, supports Enterprise, Developer, and Unlimited editions, and requires a Salesforce license.Read 3 Oct 2026 · info.altify.com
Security and governance
MaxAI administrators can set AI budgets with hard caps, view consumption dashboards, and control deployed skills.Read 3 Oct 2026 · altify.com
Security review
The installation documentation says Altify passed Salesforce’s Force.com security review.Read 14 Oct 2026 · info.altify.com
Security-policy limitation
The prerequisites warn that Salesforce transaction-security policies and restriction rules are generally unsupported and may restrict or break functionality.Read 14 Oct 2026 · info.altify.com
Supported Salesforce editions
Supported editions are Salesforce Enterprise, Developer and Unlimited/Performance; Salesforce Platform licenses are insufficient.Read 14 Oct 2026 · info.altify.com
System footprint
Installation uses 20 MB of Salesforce static resources, plus 5 MB when Altify Max is installed, against Salesforce’s 250 MB limit.Read 14 Oct 2026 · info.altify.com
TeamView
TeamView centralizes pipeline, deal health, risks and bottlenecks for manager coaching and live updates.Read 14 Oct 2026 · altify.com

Plans and prices

Altify Insights $20 a month Per user/month Account insights and relationship mapping Read 14 Oct 2026 · getapp.com
Sales Process $25 a month Per user/month Sales-process management Read 14 Oct 2026 · getapp.com
Account Manager $40 a month Per user/month Account planning Read 14 Oct 2026 · getapp.com
Opportunity Manager $40 a month Per user/month Opportunity management Read 14 Oct 2026 · getapp.com
Altify Priced on request Annual subscription; quote-based Price depends on selected solutions, number of users, and whether Revenue Services are included Read 3 Oct 2026 · altify.com
Altify subscription Price not published Annual subscription; quote required Altify Accounts, Altify Opportunities, Altify Insights, Altify Sales Process, MaxAI · user count · optional Revenue Services Read 14 Oct 2026 · altify.com

Every Altify plan and price →

Strong points and limits

Strong points

  • Account plans link objectives and whitespace to Salesforce opportunities.
  • Relationship Map highlights buying-group influence.
  • MaxAI provides methodology-specific deal and account guidance.
  • Administrators can set hard caps on AI budgets.
  • Slack and Google Docs integrations are described.

Limits

  • A Salesforce license is required.
  • Pricing is quote-based.
  • Supports Salesforce Enterprise, Developer, and Unlimited editions.

Who it suits

It is aimed at enterprise revenue teams working through complex sales cycles, particularly those using Salesforce. Teams that need account planning, stakeholder mapping, and deal guidance may find its tools relevant.

Verdict

Altify combines account planning, relationship mapping, and deal execution tools around Salesforce data. Its price depends on configuration and user count, and a Salesforce license is required.

Where Specifiction places it

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