--- title: "AltimaCRM Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about AltimaCRM Software - reviews, pricing plans, popular comparisons to other Financial CRM products and more." source_url: "https://www.capterra.com/p/10031234/AltimaCRM/" page_type: "product" language: "en" --- # AltimaCRM Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support) AltimaCRM ## What is AltimaCRM? AltimaCRM is a customer relationship management (CRM) software designed specifically for Forex brokers. The system features lead management capabilities with VOIP integration, custom journey touchpoints, and centralized communication tools. AltimaCRM includes compliance integrations and retention optimization tools that provide real-time insights on trading data, transactions, margins, and balances. The platform offers integration options with payment providers and trading platforms to enhance operational efficiency. Additionally, AltimaCRM also helps brokers track leads, centralize data displays for retention teams, and identify important trading and monetary information while eliminating administrative tasks through automation and streamlined operations. ## What is AltimaCRM used for? [Financial CRM](https://www.capterra.com/financial-crm-software/)[CRM](https://www.capterra.com/customer-relationship-management-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- ### Starting price Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for AltimaCRM?[Manage this product listing](https://www.g2.com/products/altimacrm/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### AltimaCRM 0.0 VS. [4.3 (6,999)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting Price Contact vendor Starting Price $14 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.2 (362) Value For Money 0.0 (0) Value For Money 4.3 (298) Customer Service 0.0 (0) Customer Service 4.1 (316) ## AltimaCRM alternatives [4.4 (622)](https://www.capterra.com/p/141642/Copper/reviews/) Starting price $12.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars Highest Rated [4.7 (466)](https://www.capterra.com/p/245800/Monday-CRM/reviews/) Starting price $12.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.3 (717)](https://www.capterra.com/p/76/Intacct/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [4.2 (2,073)](https://www.capterra.com/p/135757/NetSuite/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars ## Features AI summary Based on 14,838 Financial CRM reviews Capterra reviewers point to the following as the CRM features buyers care about most: - **Data Security** (**51%** of reviewers rated this feature as critical) - **Customer Database** (**52%**) - **Real-Time Data** (**56%**) AltimaCRM focuses on other CRM capabilities that reviewers also rate as important, including **Contact Management** (**44%**). This feature gives teams a central place to organize customer details, track interactions, and maintain cleaner records, helping businesses improve follow-up and manage relationships more efficiently. Contact Management Manage, organize, and store contact information CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Customer Journey Mapping Visualize and analyze customer experience across all touchpoints and channels Interaction Tracking Track interaction history by documenting conversations for contacts Lead Capture Automatically identify and save contact information of potential customers Lead Management Store information about leads or contacts and track, manage and nurture them throughout the sales process AltimaCRM 7 features ### All Features - Contact Management: Manage, organize, and store contact information - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Journey Mapping: Visualize and analyze customer experience across all touchpoints and channels - Interaction Tracking: Track interaction history by documenting conversations for contacts - Lead Capture: Automatically identify and save contact information of potential customers - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data --- Get Advice We can help you find the software with the features you need. ## Pricing ### Starting price Free trial not available Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.