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
Rings AI is an AI-native Extended CRM (XRM) platform that transforms traditional customer relationship management into a dynamic, intelligence-driven system centered around relationships and deal flow. Rather than acting as a static database, it unifies relationship mapping, market data, and AI into a single operating layer that continuously analyzes connections between people, companies, and opportunities. It automatically captures and syncs data from emails, calendars, meetings, and external sources, keeping records updated in real time without manual input. By mapping networks and surfacing the strongest paths to target companies or individuals, Rings enables users to identify warm introductions, uncover hidden connections, and prioritize outreach with greater precision. Its AI search allows users to query their entire dataset in natural language, delivering contextual insights exactly when needed, while automated intelligence highlights deal history.
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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
Venture capital firms, investment teams, and relationship-driven sales organizations that need to map networks and uncover high-value opportunities through AI-powered relationship intelligence
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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
$79/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 InformationRings AI
United States
www.rings.ai/
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Alternatives |
Alternatives |
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Categories |
Categories |
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Integrations
Microsoft 365
Gemini
Gmail
Google Chrome
HubSpot CRM
LinkedIn
Microsoft Exchange
Microsoft Outlook
OpenAI
Salesforce
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Integrations
Microsoft 365
Gemini
Gmail
Google Chrome
HubSpot CRM
LinkedIn
Microsoft Exchange
Microsoft Outlook
OpenAI
Salesforce
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