Zenible

Zenible

SAS Data Services Ltd
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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

Zenible is an AI-powered business platform designed to help freelancers and solo entrepreneurs manage and grow their businesses. It combines tools like CRM, invoicing, calendar management, and meeting intelligence into a single system. The platform includes AI advisors that provide guidance on sales, growth, content, and mindset. Users can automate administrative tasks and capture insights from meetings through real-time summaries and action items. Zenible also helps manage leads, clients, projects, and financial tracking without switching between multiple tools. Its meeting intelligence feature records and analyzes conversations to improve decision-making and follow-ups. The platform integrates with tools like Stripe, Google Calendar, Zoom, and Microsoft Teams for seamless workflows. By combining automation and expert guidance, Zenible helps users run their business more efficiently.

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

Freelancers, consultants, coaches, and solo entrepreneurs who want an all-in-one platform with AI guidance to manage and grow their business

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

$79/user/month
Free Version
Free Trial

Pricing

$27/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

SAS Data Services Ltd
Founded: 2026
www.zenible.com

Alternatives

Sticky Advisor

Sticky Advisor

stickypages

Alternatives

Categories

Categories

Business Management Features

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

Integrations

Google Calendar
Microsoft 365
Microsoft Teams
Stripe
Zoom

Integrations

Google Calendar
Microsoft 365
Microsoft Teams
Stripe
Zoom
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