Audience
Financial Advisors, Financial Services, Wealth Management
About Altitude CRM
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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Pricing
Starting Price:
$79/user/month
Free Trial:
Free Trial available.
Integrations
Company Information
Altitude CRM
Founded: 2025
United States
gainaltitude.ai/
Videos and Screen Captures
Altitude CRM - Dashboard Workspace
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Product Details
Platforms Supported
Cloud
Training
Documentation
Webinars
In Person
Videos
Support
Phone Support
Online