+
+

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
    9,703 Ratings
    Visit Website
  • Sage Intacct
    7,935 Ratings
    Visit Website
  • Act!
    40 Ratings
    Visit Website
  • InfoFlo
    189 Ratings
    Visit Website
  • NaviPlan
    Visit Website
  • ShareCRM
    42 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

PathfinderLink is a fully integrated construction project management platform designed to replace fragmented apps and spreadsheets with a single, centralized system for managing business operations. It enables contractors and project-based companies to organize data, track job costs in real time, manage payroll reporting, and oversee projects from one unified dashboard. It was built specifically to solve the common frustration of juggling multiple tools, providing an all-in-one environment that keeps information synchronized and reduces duplicate data entry. It delivers real-time reporting, scheduling, billing, and documentation management so teams can monitor performance and profitability as work progresses. PathfinderLink also supports time tracking through its TotalTime solution, helping businesses log labor accurately and connect workforce data directly to budgets and payroll.

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

Construction companies and contractors requiring a solution to manage projects, job costs, time tracking, and business operations

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

Free
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

PathfinderLink
Founded: 2023
United States
pathfinderlink.com

Alternatives

Sticky Advisor

Sticky Advisor

stickypages

Alternatives

SBS-Pathfinder

SBS-Pathfinder

Sentinel Business Services
Field Link

Field Link

The Construction Link, Inc.

Categories

Categories

Integrations

Acumatica Cloud ERP
Microsoft 365
QuickBooks Online

Integrations

Acumatica Cloud ERP
Microsoft 365
QuickBooks Online
Claim Altitude CRM and update features and information
Claim Altitude CRM and update features and information
Claim PathfinderLink and update features and information
Claim PathfinderLink and update features and information