Is AIM - A Purpose-Built CRM for Private Capital Markets or Plauti Assign: Instantly assign & route leads, cases, any Salesforce object cheaper?

AIM - A Purpose-Built CRM for Private Capital Markets is the cheaper option — it offers a free plan (free_to_install). Plauti Assign: Instantly assign & route leads, cases, any Salesforce object 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 Plauti Assign: Instantly assign & route leads, cases, any Salesforce object?

AIM - A Purpose-Built CRM for Private Capital Markets (5.0★, 39 reviews) and Plauti Assign: Instantly assign & route leads, cases, any Salesforce object (5.0★, 63 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 Plauti Assign: Instantly assign & route leads, cases, any Salesforce object?

It depends on what you're optimizing for. AIM - A Purpose-Built CRM for Private Capital Markets fits better if you prioritize rating consistency; Plauti Assign: Instantly assign & route leads, cases, any Salesforce object 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 Plauti Assign: Instantly assign & route leads, cases, any Salesforce object?

Both apps are one-click installs from the Salesforce AppExchange marketplace. Plauti Assign: Instantly assign & route leads, cases, any Salesforce object has more onboarding documentation maturity (63 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). Plauti Assign: Instantly assign & route leads, cases, any Salesforce object aligns more with early-stage and growth-mode stores (63 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 Plauti Assign: Instantly assign & route leads, cases, any Salesforce object?

Migration support varies by app and category. AIM - A Purpose-Built CRM for Private Capital Markets and Plauti Assign: Instantly assign & route leads, cases, any Salesforce object 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 Plauti Assign — Salesforce

AIM - A Purpose-Built CRM for Private Capital Markets vs Plauti Assign

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	Plauti Assign
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	“Accelerate lead and case response. Assign and route any Salesforce object by workload, availability, distance, or custom logic. Use Round Robin, load balancing, skills or territory matching, capping, SLA reassign. No-code, Salesforce native. Pair with AI.”255 chars
Description	805 / 2000 chars40% used	1198 / 2000 chars60% used
Screenshots	—	—
Languages	en	en
Platforms	Shopify	Shopify
Developer	Altvia	Plauti
Listed	June 15, 2009

At a glance

8 metrics · auto-computed

Feature comparison between AIM - A Purpose-Built CRM for Private Capital Markets and Plauti Assign: Instantly assign & route leads, cases, any Salesforce object
Metric	AIM - A Purpose-Built CRM for Private Capital Markets	Plauti Assign: Instantly assign & route leads, cases, any Salesforce object
Rating	★ 5.0 ★	5.0 ★
Total reviews	39	★ 63
Free plan	★ Yes	—
Pricing	free_to_install	paid
Built for Shopify	—	—
Listed features	4	★ 9
Languages	1 supported	1 supported
Listed since	Jun 2009	Jan 2020

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.

Plauti Assign

Assign any standard or custom object with precision Route leads, cases, or accounts, one at a time or in bulk. Salesforce native, flexible, easy to integrate, no-code configuration for instant case routing and record assignment.
Use round robin, weighted assignment, and capacity capping Automate record distribution using Round Robin or weighted distribution across multiple groups using customizable rules. Balance workloads to prevent overload or pause assignments.
Skills, territory, distance, schedule, or multi-team criteria Assign each record to the right owner based on skills, location, availability, or team structure, ensuring the best fit for your business scenario.
Automate custom workflows with plugins and SDK Easily extend assignment automation to match your organization’s needs by using plugins or SDK customization. Support complex assignment rules and advanced workflows.
Pair with AI for context-aware routing Use Assign with Plauti Manipulate and/or AI models for context‑based routing (history, behavior, segmentation), case categorization and triage, enrichment, intent detection, sentiment analysis, and more.

5. Search rankings

Top 5 keywords · shared rankings prioritized

Keyword	AIM - A Purpose-Built CRM for Private Capital Markets	Plauti Assign
even	Not ranked	#1
assign	Not ranked	#2
leads cases	Not ranked	#5
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%

Plauti Assign

Easily automate assignment for leads, cases and any Salesforce objects. Go beyond simple round robin with criteria-based rules that intelligently assign leads (or other objects) based on capacity, even or weighted distribution, and custom user fields. Flexible capacity models: Capacity-based, even, or weighted round robin. Custom fields and time management: Assign the Owner and/or Custom User Fields, with options for working hours, shifts, and out-of-office status. Dynamic assignment: Add users in bulk based on roles, divisions, and Chatter Groups. Pause assignments when needed. Geolocation-Based routing: Route to the closest rep. SLA management: Reassign on SLA miss. Advanced options: Editable email templates, sophisticated matching rules (skills, profile, territory and more), performance dashboards and audit logs. Free consultancy and 5 * support: Our expert consultancy offers setup optimization, advanced automation, or Salesforce audits to fit your needs. Plauti Assign scales with your business, seamlessly managing multi-stage sales processes across teams, time zones, and pipeline stages. Less time managing leads, more growth. Experience it yourself, try it for free.

Top keywords

assign3×1.81%
custom3×1.81%
fields3×1.81%
leads3×1.81%
time3×1.81%
advanced2×1.20%
assignment2×1.20%
capacity2×1.20%
consultancy2×1.20%
custom user2×1.20%
custom user fields2×1.20%
even2×1.20%

AIM - A Purpose-Built CRM for Private Capital Markets vs Plauti Assign

AIM - A Purpose-Built CRM for Private Capital Markets

1. Listing metadata

Plauti Assign

At a glance

AppRanks verdict

3. Features

4. Categories & rankings

5. Search rankings

7. Activity in the last 90 days

AIM - A Purpose-Built CRM for Private Capital Markets · 0 changes

Plauti Assign · 1 changes

9. App details

Frequently asked

Is AIM - A Purpose-Built CRM for Private Capital Markets or Plauti Assign: Instantly assign & route leads, cases, any Salesforce object cheaper?

Which has better reviews, AIM - A Purpose-Built CRM for Private Capital Markets or Plauti Assign: Instantly assign & route leads, cases, any Salesforce object?

Should I choose AIM - A Purpose-Built CRM for Private Capital Markets or Plauti Assign: Instantly assign & route leads, cases, any Salesforce object?

Which is faster to set up, AIM - A Purpose-Built CRM for Private Capital Markets or Plauti Assign: Instantly assign & route leads, cases, any Salesforce object?

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 Plauti Assign: Instantly assign & route leads, cases, any Salesforce object?