Proftit CRM

Proftit CRM

Proftit
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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

Proftit is a leading provider of innovative solutions for Forex and CFD brokers, prop trading firms, and multi-asset trading businesses. Designed with brokers in mind, Proftit’s SPOT-on CRM (Single Point of Truth) streamlines operations, consolidates client interactions, and enhances scalability. Offering seamless integration with leading trading platforms and payment systems, Proftit delivers turnkey solutions, including high-performance CRM, trading platforms, and prop trading technology to over 300 organizations worldwide. Built on cutting-edge infrastructure with top-tier security, Proftit ensures reliability, compliance, and growth for businesses of all sizes. With Proftit, brokers can launch, manage, and scale their operations effortlessly while focusing on driving success and profitability.

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

FOREX & CFD Brokers, Exchanges, Prop Firms, Crypto CFD Brokers, Crypto Spot Brokers, Crypto Spot/Margin Exchanges, Multi-Assets Brokers 

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

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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

Proftit
Israel
www.proftit.com

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stickypages

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Categories

Categories

Integrations

Microsoft 365
VoiceSpin
Voiso

Integrations

Microsoft 365
VoiceSpin
Voiso
Claim Altitude CRM and update features and information
Claim Altitude CRM and update features and information
Claim Proftit CRM and update features and information
Claim Proftit CRM and update features and information