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
WebPrez is a client-driven sales enablement platform built specifically for insurance agents, annuity professionals, financial advisors, advisor teams, and financial organizations.
The platform helps financial professionals simplify complex conversations, educate prospects, and automate client engagement using guided discovery tools, educational video content, and personalized follow-up systems.
At the center of the platform is the Smart Money System™, a structured workflow that guides prospects through:
• Smart Money Discovery™ – uncover financial goals, concerns, and opportunities
• Smart Money Snapshot™ – generate a simplified overview of a client's financial situation
• Smart Money Blueprint™ – create a personalized action plan and recommendations
WebPrez combines client discovery, video communication, automation, and educational content into a single system that helps advisors build trust, improve appointment quality, and shorten sales cycles.
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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
Insurance agents, annuity professionals, financial advisors, retirement planners, wealth managers, advisor teams, insurance agencies, IMOs, FMOs, BGAs, financial coaching organizations, and financial services enterprises seeking a more scalable client education and sales enablement system.
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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 VideosNo images available
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Pricing
$79/user/month
Free Version
Free Trial
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Pricing
$197/month
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 InformationWebPrez
Founded: 2001
United States
www.webprez.com
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Categories |
Categories |
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Integrations
Microsoft 365
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