Altvia
Reviews
Star rating
Rank in Financial Services CRM
Pros and cons
Pros
- Customer Support
- Client Engagement
- Ease of Use
- Customer Management
- Organization Efficiency
- Comprehensive Data
Cons
- Expensive
- File Management
- Missing Features
- Integration Issues
- Email Issues
- Slow Performance
Traffic & LLM citations
Source: G2 review data
Winning from
Losing to
Key stats
Adoption by company size
| Segment | Share of reviews |
|---|---|
| Small Business | 73.3% |
| Mid-Market | 13.3% |
| Enterprise | 13.3% |
Quarterly history
| Quarter | Reviews | Star rating |
|---|---|---|
| 2024 Q4 | 6 | 4.5 |
| 2025 Q1 | 6 | 4.7 |
| 2025 Q3 | 1 | 4.0 |
Satisfaction ratings
What reviewers say
They got a real nice CRM
“I think the best you can do with Altvia is searching a good CRM, reliable without wasting tons of money”
Collaborative & Supportive Technology Partners
“I most appreciate how collaborative and supportive the Altvia team is. Our TAM support has allowed us to move very quickly with large client requests, and the new feature implementations that are regularly rolled out continue to improve our workflows.”
Great Team and Software
“The team at altvia does a great job of case resolution and staying on top of our requests. They are prompt and use their wide knowledge base to come up with solutions and teach our end users. It has been very easy to use and mold to our existing requirements.”