Altify
What it is
Altify is a Salesforce-native revenue execution platform for enterprise sales teams managing complex sales cycles. Altify Accounts organizes account plans around objectives, actions, and whitespace mapping linked to Salesforce opportunities. Relationship Map helps teams map buying-group influence and identify stakeholders relevant to a deal. Altify Opportunities and Sales Process support qualification, methodology, reviews, and pipeline visibility. MaxAI reads live Altify and Salesforce data to provide methodology-specific account and deal guidance. It can work with Claude, Microsoft Copilot, ChatGPT, and Salesforce Agentforce through MCP or natively in Agentforce. Administrators can set hard caps on AI budgets, monitor 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. Pricing is quote-based and depends on solutions selected, user count, and whether Revenue Services are included. The company says it became independent in March 2025 with backing from Gallant Capital Partners.
For and against
For
- Account plans link to Salesforce opportunities
- Maps buying-group influence and deal stakeholders
- MaxAI gives methodology-specific guidance
- Administrators can set hard AI budget caps
- Integrates with Slack and Google Docs
Against
- Requires a Salesforce license
- Pricing is quote-based
- Supports only Enterprise, Developer, and Unlimited Salesforce editions
The verdict
Altify combines account planning, relationship mapping, deal execution, and AI guidance in a managed Salesforce package. Confirm Salesforce eligibility and request a quote based on your selected solutions and users.
Who it suits
Altify suits enterprise revenue teams with complex sales cycles that already use Salesforce. Its requirements make it a fit for organizations with a supported Salesforce edition and license.
Plans and prices
Altify Insights
Account insights and relationship mapping
Read 14 Oct 2026 · getapp.com
Sales Process
Sales-process management
Read 14 Oct 2026 · getapp.com
Account Manager
Account planning
Read 14 Oct 2026 · getapp.com
Opportunity Manager
Opportunity management
Read 14 Oct 2026 · getapp.com
Altify subscription
Altify Accounts, Altify Opportunities, Altify Insights, Altify Sales Process, MaxAI · user count · optional Revenue Services
Read 14 Oct 2026 · altify.com
Altify
Price depends on selected solutions, number of users, and whether Revenue Services are included
Read 3 Oct 2026 · altify.com
On the record
- 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.altify.com · read 14 Oct 2026
- AI coaching
- MaxAI reads live Altify and Salesforce data and provides methodology-specific deal and account guidance.altify.com · read 3 Oct 2026
- AI governance
- MaxAI provides configurable per-user, per-account and per-feature budget caps plus administrator controls for deployed skills and methodology compliance.altify.com · read 14 Oct 2026
- AI integrations
- Altify MCP connects live Altify data to Claude, Microsoft Copilot, ChatGPT and Salesforce Agentforce.altify.com · read 14 Oct 2026
- 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.linkedin.com · read 14 Oct 2026
- Company status
- Altify says it became an independent company in March 2025 with backing from Gallant Capital Partners.altify.com · read 3 Oct 2026
- Data location
- The prerequisites state that Altify code and data reside solely in the customer Salesforce org unless the customer creates another copy.info.altify.com · read 14 Oct 2026
- Deal execution
- Altify Opportunities and Sales Process support deal qualification, sales methodology, reviews, and pipeline visibility.altify.com · read 3 Oct 2026
- Documentation
- Altify Help provides user and administrator guides for active releases, Insights help, e-learning, MCP help and archived version documentation.altify.com · read 14 Oct 2026
- Export extension
- An optional Output Extension Application enables PowerPoint exports for plans and maps plus Word or Quip executive briefings.info.altify.com · read 14 Oct 2026
- Insight Map
- Insight Map centralizes buyer priorities and pain points, analyzes their impact and supports collaborative action assignments.altify.com · read 14 Oct 2026
- Insights
- Altify Insights maps stakeholders, buyer goals and pressures, visualizes influence and surfaces relationship or deal risks.altify.com · read 14 Oct 2026
- Intended customers
- Altify describes its products as serving enterprise revenue teams running complex sales cycles.altify.com · read 3 Oct 2026
- Legal maker
- Altify’s privacy policy identifies the legal maker as Altify LLC.altify.com · read 14 Oct 2026
- 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.g2.com · read 14 Oct 2026
- 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.g2.com · read 14 Oct 2026
- MaxAI
- MaxAI reads live Altify and Salesforce context to return methodology-based next actions, risk analysis, meeting preparation and account guidance.altify.com · read 14 Oct 2026
- MCP capabilities
- The MCP service exposes account-health scoring, account assessments, insight recommendations, review preparation and Sales Process Manager read data.altify.com · read 14 Oct 2026
