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
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.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Financial Advisors, Financial Services, Wealth Management
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Audience
Construction companies and contractors requiring a solution to manage projects, job costs, time tracking, and business operations
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$75/user/month
Free Version
Free Trial
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Pricing
Free
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationAltitude CRM
Founded: 2025
United States
gainaltitude.ai/
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Company InformationPathfinderLink
Founded: 2023
United States
pathfinderlink.com
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Categories |
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