Altify
Altify is a Salesforce-native revenue execution platform for enterprise sales teams handling complex sales cycles.
What Altify is
Altify is a Salesforce-native revenue execution platform for enterprise sales teams handling complex sales cycles. Altify Accounts provides living account plans with 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 cover qualification, sales methodology, reviews and pipeline visibility. MaxAI uses live Altify and Salesforce data to provide methodology-specific guidance on accounts and deals. It can work with Claude, Microsoft Copilot, ChatGPT and Salesforce Agentforce through MCP or natively in Agentforce. Administrators can set hard caps for AI budgets, view usage dashboards and control deployed skills. Altify is delivered as a managed Salesforce package, supports Enterprise, Developer and Unlimited editions, and requires a Salesforce license. It also describes integrations with Slack and Google Docs, plus reporting support for Einstein, Tableau and other BI tools. Pricing is quote-based and depends on selected solutions, user count and whether Revenue Services are included. Altify says it became independent in March 2025 with backing from Gallant Capital Partners.
Good
- Links account objectives and actions to Salesforce opportunities.
- Maps buying-group influence and deal stakeholders.
- MaxAI uses live Altify and Salesforce data.
- Administrators can cap AI budgets and control skills.
- Integrates with Slack and Google Docs.
Watch out
- Requires a Salesforce license.
- Pricing is quote-based.
- Cost depends on solutions and user count.
Who it suits
Altify is aimed at enterprise revenue teams managing complex sales cycles with Salesforce. It may suit teams seeking account planning, stakeholder mapping and deal guidance in that environment.
Verdict
Altify combines account planning, relationship mapping and deal execution for Salesforce-based enterprise teams. Check the package requirements and request a quote based on the solutions and user count you need.
Plans and prices
From Altify's own pricing page, checked 14 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Altify Insights | $20 a month | Account insights and relationship mapping · Per user/month |
| Sales Process | $25 a month | Sales-process management · Per user/month |
| Account Manager | $40 a month | Account planning · Per user/month |
| Opportunity Manager | $40 a month | Opportunity management · Per user/month |
| Altify | Priced on request | Price depends on selected solutions, number of users, and whether Revenue Services are included · Annual subscription; quote-based |
| Altify subscription | — | Altify Accounts, Altify Opportunities, Altify Insights, Altify Sales Process, MaxAI · user count · optional Revenue Services · Annual subscription; quote required |
The facts
Each one read from Altify's own pages, with the date it was checked.
Money
- 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.checked 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.checked 14 Oct 2026
What it does
- AI coaching
- MaxAI reads live Altify and Salesforce data and provides methodology-specific deal and account guidance.checked 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.checked 14 Oct 2026
- AI integrations
- Altify MCP connects live Altify data to Claude, Microsoft Copilot, ChatGPT and Salesforce Agentforce.checked 14 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.checked 14 Oct 2026
- Deal execution
- Altify Opportunities and Sales Process support deal qualification, sales methodology, reviews, and pipeline visibility.checked 3 Oct 2026
- Documentation
- Altify Help provides user and administrator guides for active releases, Insights help, e-learning, MCP help and archived version documentation.checked 14 Oct 2026
- Export extension
- An optional Output Extension Application enables PowerPoint exports for plans and maps plus Word or Quip executive briefings.checked 14 Oct 2026
- Insight Map
- Insight Map centralizes buyer priorities and pain points, analyzes their impact and supports collaborative action assignments.checked 14 Oct 2026
- Insights
- Altify Insights maps stakeholders, buyer goals and pressures, visualizes influence and surfaces relationship or deal risks.checked 14 Oct 2026
- Intended customers
- Altify describes its products as serving enterprise revenue teams running complex sales cycles.checked 3 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.checked 14 Oct 2026
- MaxAI
- MaxAI reads live Altify and Salesforce context to return methodology-based next actions, risk analysis, meeting preparation and account guidance.checked 14 Oct 2026
- MCP capabilities
- The MCP service exposes account-health scoring, account assessments, insight recommendations, review preparation and Sales Process Manager read data.checked 14 Oct 2026
- Methodology support
- MaxAI supports TAS, MEDDIC, MEDDPICC, Sandler, Miller Heiman and customer-defined methodologies.checked 14 Oct 2026
- Notable news
- Altify announced general availability of MaxAI on July 29, 2026, connecting Salesforce and Altify data to Claude, Copilot, ChatGPT and Agentforce through MCP.checked 14 Oct 2026
- Object limitation
- Altify can use Salesforce Accounts, Opportunities, Contacts, Tasks, Products and Users but generally cannot be configured for custom objects outside its package.checked 14 Oct 2026
- Opportunity management
- Altify Opportunities standardizes deal qualification, highlights risks and blockers, creates structured win plans and gives teams shared deal visibility.checked 14 Oct 2026
- Other integrations
- Official integration material says Slack messages can synchronize to Altify, Google Docs can provide linked account or opportunity details, and Salesforce data can feed Einstein, Tableau and other BI reports.checked 14 Oct 2026
The company
- 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.checked 14 Oct 2026
- Company status
- Altify says it became an independent company in March 2025 with backing from Gallant Capital Partners.checked 3 Oct 2026
- Legal maker
- Altify’s privacy policy identifies the legal maker as Altify LLC.checked 14 Oct 2026
- Ownership news
- Gallant Capital announced its acquisition of Altify on March 17, 2025, after which Altify became independent from Upland Software.checked 14 Oct 2026
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