Altitude CRM
Altitude is an AI-native CRM that helps financial advisors manage clients, streamline workflows, and run their entire practice from one platform.
Cost / License
- Subscription
- Proprietary
Application type
Platforms
- Online
- Software as a Service (SaaS)
Features
Properties
- Lightweight
Features
- Dark Mode
- Multiple Account support
- Email Scheduling
- VoiP Calls
- Reminders
- Real time collaboration
- Subtasks
- WYSIWYG Support
- Email template editor
- Marketing Automation
- Customer Segmentation
- Recurring Tasks
- Goal Tracking
- Calendar View
- Ad-free
- End-to-End Encryption
- No Coding Required
- Import CSV Data
- No Tracking
- Two-factor Authentication
Tags
- finance-software
- fintech
- cfp
- wealth-management
Altitude CRM News & Activities
Recent activities
- Altitude_CRM added Altitude CRM
Altitude_CRM added Altitude CRM as alternative to Zoho
Altitude CRM information
Licensing
Proprietary and Commercial product.Pricing
Subscription that costs $75 per month.Alternatives
1 alternatives listedSupported Languages
- English
AlternativeTo Categories
Office & Productivity, Security & Privacy, Social & Communications, Business & Commerce
What is Altitude CRM?
Altitude is an AI-native CRM built specifically for financial advisors and RIAs. It centralizes client information, tasks, workflows, and communication so firms can manage their entire practice from one platform. Advisors get clean, organized client data, automated task routing, and intelligent recommendations that highlight what needs attention next. Pathfinder AI helps draft emails, summarize notes, generate client insights, and streamline service work in seconds. With built-in workflows, compliance-ready records, pipeline tracking, and integrations with the tools advisors already use, Altitude replaces the typical patchwork tech stack with a single, modern system designed to improve client service, team coordination, and long-term growth.