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About

Altitude CRM is an AI-native platform built for financial advisors to manage clients, marketing, and growth in one place. It combines CRM, marketing automation, and practice management into a single intelligent system. Advisors can track every client interaction, automate follow-ups, and manage pipelines with Pathfinder AI. The platform includes contact management, opportunity tracking, workflows, calendar and email integration, reporting, and compliance tools. Altitude helps firms standardize service, improve efficiency, and uncover growth opportunities hidden in their data. With secure document storage, built-in analytics, and smart automation, Altitude transforms how advisors organize their work, serve clients, and scale their business.

About

In a matter of minutes, Cloud Pathfinder can determine the on-net and near-net connectivity options from your location, indicate which cloud providers are accessible within that market, and request quotes from companies that can connect you. Accessible anywhere, anytime. Cloud Pathfinder makes it easy for you to access the data you need without the typical hassle of creating multiple spreadsheets or scrolling through dozens of websites to compare providers. Simplify your search by accessing the single source of truth. Traditional procurement processes are in a digital transformation phase thanks to new technologies and increasing pressures for automation. Cloud Pathfinder delivers greater efficiency for procurement and sales teams, providing access to 7591+ service providers from one platform. Cloudscene users not only have access to Cloud Pathfinder, the free subscription also provides access to exclusive data, market alerts and marketplace listings.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Financial Advisors, Financial Services, Wealth Management

Audience

Businesses searching for cloud on-ramps and on-net building information

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$79/user/month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Altitude CRM
Founded: 2025
United States
gainaltitude.ai/

Company Information

Cloudscene
Founded: 2016
Australia
cloudscene.com/cloudpathfinder

Alternatives

Sticky Advisor

Sticky Advisor

stickypages

Alternatives

SBS-Pathfinder

SBS-Pathfinder

Sentinel Business Services
PathFinder

PathFinder

Orion Solutions

Categories

Categories

Integrations

Alibaba Cloud
Amazon Web Services (AWS)
Google Cloud Platform
IBM Cloud
Microsoft 365
Microsoft Azure
Oracle Cloud Infrastructure
VMware Cloud

Integrations

Alibaba Cloud
Amazon Web Services (AWS)
Google Cloud Platform
IBM Cloud
Microsoft 365
Microsoft Azure
Oracle Cloud Infrastructure
VMware Cloud
Claim Altitude CRM and update features and information
Claim Altitude CRM and update features and information
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