+
+

Related Products

  • ROLLER
    255 Ratings
    Visit Website
  • Dynamo Software
    68 Ratings
    Visit Website
  • Centrex Software
    18 Ratings
    Visit Website
  • Shape Software
    133 Ratings
    Visit Website
  • Pipedrive
    10,133 Ratings
    Visit Website
  • Sage Intacct
    8,095 Ratings
    Visit Website
  • Act!
    40 Ratings
    Visit Website
  • InfoFlo
    189 Ratings
    Visit Website
  • NaviPlan
    Visit Website
  • ShareCRM
    56 Ratings
    Visit Website

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

Discover, win, and execute new business with unified deal and relationship management . Capture, unify, and apply the collective intelligence that flows through your firm with one complete deal and relationship management platform. So much more than a CRM, Intapp DealCloud provides a single source of truth to help teams strengthen relationships, accurately track and forecast pipelines, and accelerate execution. AI-powered and purpose-built, DealCloud enables better performance for stronger growth. Discover and nurture network connections to identify quality opportunities and build a pipeline with unified firm and market insights. Multiply the effect of your professionals and eliminate frustration with the help of automated workflows and AI. Give your team the tools they need to execute and win more business, faster. Empower firm growth with Intapp DealCloud.

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

Firms and teams in search of a solution to manage their pipeline and grow their businesses

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

$75/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

Intapp
Founded: 2000
United States
www.intapp.com/dealcloud/

Alternatives

Sticky Advisor

Sticky Advisor

stickypages

Alternatives

Categories

Categories

Integrations

Microsoft 365
ArcGIS
BoardEdge
BoardEx
Bureau van Dijk Review
Cherre
D&B Connect
FactSet
Grata
Microsoft Edge
Microsoft Excel
Microsoft Outlook
Microsoft Word
PitchBook
Preqin
PrivCo
Raylu
S&P Capital IQ Desktop
SourceScrub

Integrations

Microsoft 365
ArcGIS
BoardEdge
BoardEx
Bureau van Dijk Review
Cherre
D&B Connect
FactSet
Grata
Microsoft Edge
Microsoft Excel
Microsoft Outlook
Microsoft Word
PitchBook
Preqin
PrivCo
Raylu
S&P Capital IQ Desktop
SourceScrub
Claim Altitude CRM and update features and information
Claim Altitude CRM and update features and information
Claim Intapp DealCloud and update features and information
Claim Intapp DealCloud and update features and information