Related Products
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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.
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About
Pathfinder is the undisputed leader in retail business intelligence space. With rich expertise in retail data intelligence, we have grown into trusted partners for leading shopping malls, airports, & retailers. Consumers’ round-the-clock access to abundant product information has redefined retail strategies. Are you into “smart retailing” yet? Anticipate consumer needs through meaningful retail analytics with Pathfinder. Pathfinder is the undisputed leader in the retail business intelligence space. With rich expertise in retail data intelligence, we have grown into trusted partners for leading shopping malls, airports, & retailers. Track sales data in real-time and gain insights into retail operations at one go with Pathfinder’s business solutions. Consumer’s round-the- clock access to abundant product information has redefined retail strategies. Are you into “smart retailing” yet? Anticipate consumer needs through meaningful retail analytics with Pathfinder.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Not Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Financial Advisors, Financial Services, Wealth Management
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Audience
Retailers and businesses searching for a solution to manage their sales and every day operations
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$79/user/month
Free Version
Not Supported
Free Trial
Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Supported
Live Online
Not Supported
In Person
Supported
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationAltitude CRM
Founded: 2025
United States
gainaltitude.ai/
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Company InformationPathfinder
United States
www.pathfinder.global/
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Categories |
Categories |
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Retail Management Features
Commission Management
Supported
CRM
Supported
eCommerce
Not Supported
Email Marketing
Supported
Employee Management
Supported
Loyalty Program
Supported
Mail Order
Supported
Merchandise Management
Supported
Multi-Location
Not Supported
Order Management
Supported
Purchase Order Management
Supported
Reporting/Analytics
Supported
Returns Management
Not Supported
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Integrations
Microsoft 365
Not Supported
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