AIM - A Purpose-Built CRM for Private Capital Markets vs Pulse

Side-by-side comparison · 24 data points

AIM - A Purpose-Built CRM for Private Capital Markets

5.0·39reviews

Purpose-built on the Salesforce platform, AIM acts as the central repository for all your firm’s data, integrating with existing firm systems to streamline workflows, enhance data accuracy, and provide actionable insights for better decision-making.

Shopifyfree_to_install

1. Listing metadata

Field-level data

	Pulse	AIM - A Purpose-Built CRM for Private Capital Markets
Tagline	“Efficiently manage leads, automate milestones, and seamlessly integrate with nation's #1 Wholesale Mortgage Lender. Streamline lead prioritization, communication, UW conditions, and docs via Borrower and Realtor Portals. Optimize your lending with PULSE.”254 chars	“Purpose-built on the Salesforce platform, AIM acts as the central repository for all your firm’s data, integrating with existing firm systems to streamline workflows, enhance data accuracy, and provide actionable insights for better decision-making.”249 chars
Description	955 / 2000 chars48% used	805 / 2000 chars40% used
Screenshots	—	—
Languages	en	en
Platforms	Shopify	Shopify
Developer	PULSE	Altvia
Listed	January 31, 2024

At a glance

9 metrics · auto-computed

Feature comparison between Pulse : Platform for Ultimate Lending and Sales Efficiency and AIM - A Purpose-Built CRM for Private Capital Markets
Metric	Pulse : Platform for Ultimate Lending and Sales Efficiency	AIM - A Purpose-Built CRM for Private Capital Markets
Rating	5.0 ★	5.0 ★
Total reviews	31	★ 39
Free plan	—	★ Yes
Pricing	paid	free_to_install
Built for Shopify	—	—
Pricing tiers	1 tier	—
Listed features	3	★ 4
Languages	1 supported	1 supported
Listed since	Jan 2024	Jun 2009

AppRanks verdict

Generated from live data on this page

Pulse : Platform for Ultimate Lending and Sales Efficiency and AIM - A Purpose-Built CRM for Private Capital Markets are evenly matched on rating (5.0★ vs 5.0★) — the differentiator comes down to pricing fit, feature breadth, and which app's interaction pattern suits your team's workflow. On pricing, AIM - A Purpose-Built CRM for Private Capital Markets offers a free tier (free_to_install) while Pulse : Platform for Ultimate Lending and Sales Efficiency starts at paid. The free option meaningfully reduces evaluation cost, particularly for stores at sub-1K monthly orders where the entry-paid tier can outpace the value delivered. Recommended evaluation path: install both apps' free tiers (where available) and run them in parallel on a small cohort of orders for 7-14 days before committing. The data tables below show the per-feature breakdown — for most merchants the deciding factor will be a single integration or workflow detail that's hard to compare from listing pages alone. This verdict is generated from the live marketplace data on this page — rating, review count, pricing tier, and category position all refresh from the canonical Salesforce AppExchange listing every 24 hours. AppRanks does not accept payment to influence comparison outcomes; the methodology is documented on the About page and applies identically to every pair on the site.

Read each app's audit: Pulse : Platform for Ultimate Lending and Sales Efficiency audit • AIM - A Purpose-Built CRM for Private Capital Markets audit

Last updated	—	—

3. Features

As listed by each developer

Pulse

Zero Implementation Fees to get started in Salesforce for Mortgage
Exclusive Integration options with UWM allow for greater efficiency on files for that investor.
Tap into the full Salesforce Platform and reap its benefits.

AIM - A Purpose-Built CRM for Private Capital Markets

Fundraising: Accelerate your fundraising efforts with Altvia’s AIM CRM, purpose-built to manage investor relationships, streamline workflows, and optimize your capital raising process.
Win More Deals: Streamline your deal pipeline and provide the insights you need to stay ahead. With a centralized platform, your team can manage every aspect of deal sourcing, diligence, and closing with greater efficiency and confidence.
Streamline Operations: Stop looking at spreadsheets and see beyond the numbers by visualizing your firm’s data. Altvia’s AIM CRM helps to uncover opportunities that allow you to make informed decisions.
Automate Data Entry: Ditch manual, error-prone data entry. Transform data chaos into organized efficiency, prioritizing smart engagement through proprietary interaction functionality for insightful connections that elevate your strategies.

Keyword	Pulse	AIM - A Purpose-Built CRM for Private Capital Markets
docs	#31	Not ranked
doc	#114	Not ranked

9. App details

Long-form description · keyword frequency

Pulse

PULSE is a Mortgage Solution tailored for Loan Officers, Mortgage Brokers, Processors and the manufacturing of the entire loan process. It includes features like: • Out of the box Salesforce Package that allows you to quickly get running without the need for lengthy and costly implementations • You can receive data points and Underwriting Conditions from UWM Directly into your Salesforce application • Referral Portal - Show off your technology to your partners, and allow them to have a direct lens into their referrals, and an easy place to submit new referrals. • Document and Condition Management - Borrowers can upload documents directly into your branded portal, and you will receive those documents immediately in Salesforce to begin the approval process • Drip and Milestone Marketing - Stay in touch with your borrowers as the platform automatically sends out notifications to all parties involved in the transaction, at the right time.

Top keywords

salesforce3×2.05%
borrowers2×1.37%
directly2×1.37%
documents2×1.37%
loan2×1.37%
mortgage2×1.37%
portal2×1.37%
process2×1.37%
receive2×1.37%
referrals2×1.37%

AIM - A Purpose-Built CRM for Private Capital Markets

“AIM has brought efficiencies to every facet of our business – fundraising, marketing, deal execution and fund administration. The Altvia team understands what we do and they have changed how we manage our business.” - Michael Painter, Plexus Capital AIM is used by a wide variety of organizations across the Alternative Asset Management industry including buyout funds, VC funds, funds of funds, and institutional investors such as educational endowments family offices, pension funds. AIM users are leaders in the Alternative Asset community and subsequently, AIM has been developed with a unique perspective on the Private Equity world from the viewpoint of both an LP and a GP. The result is a continually-evolving and feature-rich product that is flexible enough to handle any investing scenario.

Top keywords

funds5×4.07%
aim4×3.25%
alternative2×1.63%
alternative asset2×1.63%
asset2×1.63%
business2×1.63%

Frequently asked

Common questions about this comparison

Is Pulse : Platform for Ultimate Lending and Sales Efficiency or AIM - A Purpose-Built CRM for Private Capital Markets cheaper?

AIM - A Purpose-Built CRM for Private Capital Markets is the cheaper option — it offers a free plan (free_to_install). Pulse : Platform for Ultimate Lending and Sales Efficiency starts at paid. Both publish their pricing on the Salesforce AppExchange marketplace; AppRanks mirrors what's listed on each refresh cycle.

Which has better reviews, Pulse : Platform for Ultimate Lending and Sales Efficiency or AIM - A Purpose-Built CRM for Private Capital Markets?

Pulse : Platform for Ultimate Lending and Sales Efficiency (5.0★, 31 reviews) and AIM - A Purpose-Built CRM for Private Capital Markets (5.0★, 39 reviews) are essentially tied on rating. Look at review velocity and individual reviewer quotes — both visible on each app's detail page — to differentiate.

Should I choose Pulse : Platform for Ultimate Lending and Sales Efficiency or AIM - A Purpose-Built CRM for Private Capital Markets?

It depends on what you're optimizing for. Pulse : Platform for Ultimate Lending and Sales Efficiency fits better if you prioritize broader integrations; AIM - A Purpose-Built CRM for Private Capital Markets is the call if you need the larger user base. Read both apps' detail pages on AppRanks for the full feature breakdown, install counts, and recent listing changes.

Which is faster to set up, Pulse : Platform for Ultimate Lending and Sales Efficiency or AIM - A Purpose-Built CRM for Private Capital Markets?

Both apps are one-click installs from the Salesforce AppExchange marketplace. AIM - A Purpose-Built CRM for Private Capital Markets has more onboarding documentation maturity (39 reviews vs 31), which usually translates to better-tested setup wizards and quicker time-to-value. AppRanks doesn't measure setup time directly — read the recent reviews on each app's detail page for merchant-reported install experience.

Which works better for small vs large Salesforce AppExchange stores?

Pulse : Platform for Ultimate Lending and Sales Efficiency typically suits early-stage and growth-mode stores based on its review-base composition (31 reviews). AIM - A Purpose-Built CRM for Private Capital Markets aligns more with early-stage and growth-mode stores (39 reviews). Larger review bases generally mean the app has been load-tested at scale — relevant if you're processing high order volume or handling enterprise compliance requirements.

Can I migrate data between Pulse : Platform for Ultimate Lending and Sales Efficiency and AIM - A Purpose-Built CRM for Private Capital Markets?

Migration support varies by app and category. Pulse : Platform for Ultimate Lending and Sales Efficiency and AIM - A Purpose-Built CRM for Private Capital Markets both publish their export options on their marketplace listing pages (or in their support docs); some apps offer one-click import from competitors, others require CSV. The fastest check: search "import from Pulse : Platform for Ultimate Lending and Sales Efficiency " in each app's help center. AppRanks does not track migration tooling directly — this is a category-specific capability worth verifying before commitment.

AIM - A Purpose-Built CRM for Private Capital Markets vs Pulse

AIM - A Purpose-Built CRM for Private Capital Markets

1. Listing metadata

Pulse

At a glance

AppRanks verdict

2. Pricing & plans

3. Features

4. Categories & rankings

5. Search rankings

7. Activity in the last 90 days

Pulse · 1 changes

AIM - A Purpose-Built CRM for Private Capital Markets · 2 changes

9. App details

Frequently asked

Is Pulse : Platform for Ultimate Lending and Sales Efficiency or AIM - A Purpose-Built CRM for Private Capital Markets cheaper?

Which has better reviews, Pulse : Platform for Ultimate Lending and Sales Efficiency or AIM - A Purpose-Built CRM for Private Capital Markets?

Should I choose Pulse : Platform for Ultimate Lending and Sales Efficiency or AIM - A Purpose-Built CRM for Private Capital Markets?

Which is faster to set up, Pulse : Platform for Ultimate Lending and Sales Efficiency or AIM - A Purpose-Built CRM for Private Capital Markets?

See full keyword rankings, install trends, and weekly alerts

More popular comparisons

Which works better for small vs large Salesforce AppExchange stores?

Can I migrate data between Pulse : Platform for Ultimate Lending and Sales Efficiency and AIM - A Purpose-Built CRM for Private Capital Markets?