Altitude CRM Description

Altitude CRM is an innovative AI-driven platform designed specifically for financial advisors to streamline client management, marketing efforts, and overall growth within a unified system. This comprehensive solution merges customer relationship management, marketing automation, and practice management functionalities into a single intelligent interface. Advisors can efficiently monitor all client interactions, set up automated follow-ups, and oversee their pipelines using Pathfinder AI. Key features of the platform encompass contact management, opportunity tracking, customizable workflows, integration with calendars and email, detailed reporting, and compliance tools. By utilizing Altitude, firms can enhance service consistency, boost operational efficiency, and identify growth opportunities that may be lurking within their data. Additionally, the platform offers secure document storage, integrated analytics, and advanced automation capabilities, fundamentally changing the way advisors organize their tasks, engage with clients, and expand their businesses, ultimately leading to a more productive work environment.

Pricing

Pricing Starts At:
$75/user/month
Free Trial:
Yes

Integrations

Reviews

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Company Details

Company:
Altitude CRM
Year Founded:
2025
Headquarters:
United States
Website:
gainaltitude.ai/
Update This Listing

Media

Altitude CRM - Dashboard Workspace

Altitude CRM - Dashboard Workspace

Recommended Products
Ship AI Apps Faster with Vertex AI Icon
Ship AI Apps Faster with Vertex AI

Go from idea to deployed AI app without managing infrastructure. Vertex AI offers one platform for the entire AI development lifecycle.

Ship AI apps and features faster with Vertex AI—your end-to-end AI platform. Access Gemini 3 and 200+ foundation models, fine-tune for your needs, and deploy with enterprise-grade MLOps. Build chatbots, agents, or custom models. New customers get $300 in free credit.
Try Vertex AI Free

Product Details

Platforms
Web-Based
Types of Training
Training Docs
Webinars
In Person
Training Videos
Customer Support
Business Hours
Online Support

Altitude CRM Features and Options

Financial CRM Software

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Altitude CRM User Reviews

Write a Review
  • Previous
  • Next