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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

Saleoid is an all-in-one business growth platform built for startups, small businesses, and growing teams that want better results without managing multiple tools. Unlike traditional CRMs that only store contacts, Saleoid helps businesses capture leads, automate follow-ups, close deals, and manage daily operations from one unified system. Instead of using separate software for CRM, email marketing, scheduling, billing, and communication, Saleoid brings everything together in a single platform. This reduces manual work, eliminates data silos, and keeps every customer interaction connected. With a visual Sales CRM, built-in marketing automation, and multi-channel communication across Email, SMS, and WhatsApp, teams can manage pipelines, run personalized campaigns, and respond faster. Saleoid also supports the full customer lifecycle, from estimates and invoices to subscriptions, appointments, landing pages, and secure document management.

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

Solopreneurs, small teams, startups, growing businesses

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

$5/month
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

Saleoid
Founded: 2025
United States
saleoid.com

Alternatives

Sticky Advisor

Sticky Advisor

stickypages

Alternatives

Categories

Categories

CRM

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Integrations

Microsoft 365
Facebook
Gmail
Instagram
LinkedIn
WhatsApp
X (Twitter)

Integrations

Microsoft 365
Facebook
Gmail
Instagram
LinkedIn
WhatsApp
X (Twitter)
Claim Altitude CRM and update features and information
Claim Altitude CRM and update features and information
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Claim Saleoid and update features and information