Is AIM - A Purpose-Built CRM for Private Capital Markets or LeanData: Intelligent Go-to-Market Orchestration cheaper?

AIM - A Purpose-Built CRM for Private Capital Markets is the cheaper option — it offers a free plan (free_to_install). LeanData: Intelligent Go-to-Market Orchestration 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, AIM - A Purpose-Built CRM for Private Capital Markets or LeanData: Intelligent Go-to-Market Orchestration?

AIM - A Purpose-Built CRM for Private Capital Markets (5.0★, 39 reviews) and LeanData: Intelligent Go-to-Market Orchestration (4.9★, 283 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 AIM - A Purpose-Built CRM for Private Capital Markets or LeanData: Intelligent Go-to-Market Orchestration?

It depends on what you're optimizing for. AIM - A Purpose-Built CRM for Private Capital Markets fits better if you prioritize rating consistency; LeanData: Intelligent Go-to-Market Orchestration 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, AIM - A Purpose-Built CRM for Private Capital Markets or LeanData: Intelligent Go-to-Market Orchestration?

Both apps are one-click installs from the Salesforce AppExchange marketplace. LeanData: Intelligent Go-to-Market Orchestration has more onboarding documentation maturity (283 reviews vs 39), 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?

AIM - A Purpose-Built CRM for Private Capital Markets typically suits early-stage and growth-mode stores based on its review-base composition (39 reviews). LeanData: Intelligent Go-to-Market Orchestration aligns more with early-stage and growth-mode stores (283 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 AIM - A Purpose-Built CRM for Private Capital Markets and LeanData: Intelligent Go-to-Market Orchestration?

Migration support varies by app and category. AIM - A Purpose-Built CRM for Private Capital Markets and LeanData: Intelligent Go-to-Market Orchestration 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 AIM - A Purpose-Built CRM for Private Capital Markets" in each app's help center. AppRanks does not track migration tooling directly — this is a category-specific capability worth verifying before commitment.

AppRanks

AIM - A Purpose-Built vs LeanData: Intelligent — Salesforce

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

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

Change

1. Listing metadata

Field-level data

	AIM - A Purpose-Built CRM for Private Capital Markets	LeanData
Tagline	“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	“LeanData is the Intelligent GTM Orchestration Platform that connects your strategy to execution by serving as the connective tissue across the entire revenue lifecycle. ”170 chars
Description	805 / 2000 chars40% used	877 / 2000 chars44% used
Screenshots	—	—
Languages	en	nlenfifrde+11 more
Platforms	Shopify	Shopify
Developer	Altvia	LeanData Inc.

At a glance

8 metrics · auto-computed

Feature comparison between AIM - A Purpose-Built CRM for Private Capital Markets and LeanData: Intelligent Go-to-Market Orchestration
Metric	AIM - A Purpose-Built CRM for Private Capital Markets	LeanData: Intelligent Go-to-Market Orchestration
Rating	★ 5.0 ★	4.9 ★
Total reviews	39	★ 283
Free plan	★ Yes	—
Pricing	free_to_install	paid
Built for Shopify	—	—
Listed features	4	★ 7
Languages	1 supported	16 supported
Listed since	Jun 2009	Oct 2013

Listed	June 15, 2009	October 21, 2013

Last updated	—	—

3. Features

As listed by each developer

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.

LeanData

ORCHESTRATE EVERY GO-TO-MARKET PROCESS, WITHOUT CODE Design and automate complex routing and assignment workflows in minutes using LeanData FlowBuilder. Easily handle any GTM motion: inbound, outbound, account-based, and more with no-code automation.
CONNECT DATA AND SIGNALS ACROSS YOUR TECH STACK Unify data from Salesforce and connected systems into one trusted view. Our AI-powered matching engine maps leads, contacts, accounts, and opportunities with 95% accuracy, keeping your CRM data clean.
OPERATE WITH CONFIDENCE AND VISIBILITY Gain full audit trails, routing insights, and SLA tracking to keep your processes running smoothly. Quickly troubleshoot, validate changes, and report on performance, all from within Salesforce.
AI-POWERED INSIGHTS AND JOURNEY VISIBILITY LeanData doesn’t just automate. It gives visibility into how your GTM processes perform. Use Journey Tracker and AI-powered insights to see the full buyer journey, identify bottlenecks, and continuously improve.
ENTERPRISE-GRADE CONTROL AND GOVERNANCE Operate with precision across business units, geographies, and complex orgs. Built-in validation, auditing, and business-unit separation ensure clean data and secure operations at scale.

5. Search rankings

Top 5 keywords · shared rankings prioritized

Keyword	AIM - A Purpose-Built CRM for Private Capital Markets	LeanData
go-to-market	Not ranked	#1
marketing platform for	Not ranked	#2
marketing platform	Not ranked	#3
working capital	#8	Not ranked

9. App details

Long-form description · keyword frequency

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%

LeanData

LeanData’s Intelligent Go-to-Market Execution platform helps companies make smarter decisions and drive better GTM outcomes by making sure their data, tools, and people work together seamlessly. As part of the GTM tech stack, LeanData allows companies to: Speed-to-Lead: ✔ Route right leads to right reps instantly ✔ Build complex routing rules without code ✔ Route based on campaigns, territory, or accounts Lead Matching: ✔ Automatically match leads to correct accounts ✔ Update leads with account context ✔ Prevent duplicates with fuzzy matching technology Lead Management: ✔ Track routing with audit logs and visual insights ✔ Automate SLA tracking and reporting ✔ Customize alerts for sales productivity Integration: ✔ Works with Outreach, Salesloft, Slack, Salesforce and many other tools ✔ 100% Salesforce native Learn more: https://www.leandata.com/demo-request/

Top keywords

leads3×2.52%
leandata3×2.52%
accounts2×1.68%
companies2×1.68%
gtm2×1.68%
lead2×1.68%
matching2×1.68%
route2×1.68%
routing2×1.68%
salesforce2×1.68%

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

AIM - A Purpose-Built CRM for Private Capital Markets

1. Listing metadata

LeanData

At a glance

AppRanks verdict

3. Features

4. Categories & rankings

5. Search rankings

9. App details

Frequently asked

Is AIM - A Purpose-Built CRM for Private Capital Markets or LeanData: Intelligent Go-to-Market Orchestration cheaper?

Which has better reviews, AIM - A Purpose-Built CRM for Private Capital Markets or LeanData: Intelligent Go-to-Market Orchestration?

Should I choose AIM - A Purpose-Built CRM for Private Capital Markets or LeanData: Intelligent Go-to-Market Orchestration?

Which is faster to set up, AIM - A Purpose-Built CRM for Private Capital Markets or LeanData: Intelligent Go-to-Market Orchestration?

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 AIM - A Purpose-Built CRM for Private Capital Markets and LeanData: Intelligent Go-to-Market Orchestration?