Proftit CRMProftit
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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
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.
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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
FOREX & CFD Brokers, Exchanges, Prop Firms, Crypto CFD Brokers, Crypto Spot Brokers, Crypto Spot/Margin Exchanges, Multi-Assets Brokers
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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
No information available.
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 InformationProftit
Israel
www.proftit.com
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