Comment 1:

https://instaquoteapp.com/digital-onboarding-workflows-how-that-one-moment-changed-altvia-and-what-teams-gain-beyond-investor-relations/

Comment 1: Hey folks, been in PE for over 8 years and we've tried a couple of CRM platforms—from Salesforce to DealCloud. Here’s the thing: Salesforce looked great on paper, but customizing it to our deal flow was a nightmare