Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Altitude CRM is an innovative AI-driven platform designed specifically for financial advisors to streamline client management, marketing efforts, and overall growth within a unified system. This comprehensive solution merges customer relationship management, marketing automation, and practice management functionalities into a single intelligent interface. Advisors can efficiently monitor all client interactions, set up automated follow-ups, and oversee their pipelines using Pathfinder AI. Key features of the platform encompass contact management, opportunity tracking, customizable workflows, integration with calendars and email, detailed reporting, and compliance tools. By utilizing Altitude, firms can enhance service consistency, boost operational efficiency, and identify growth opportunities that may be lurking within their data. Additionally, the platform offers secure document storage, integrated analytics, and advanced automation capabilities, fundamentally changing the way advisors organize their tasks, engage with clients, and expand their businesses, ultimately leading to a more productive work environment.
Description
Keep a close eye on your sales performance to ensure you're progressing towards your goals. Customized features are designed specifically for your organization. With Apex 72’s engaging client interface, you can securely gather personal information from clients, leading to a distinctive and personalized experience. Managers can stay updated with APEX 72’s integrated dashboard and reporting tools. Enhance the client discovery process with our interactive, real-time fact-gathering application. Provide valuable support to sales team leaders through comprehensive activity, marketing, calendar, and process management insights. Achieve virtual transparency for your entire team, fostering collaboration and clarity. Remember, relying on efficient technology is crucial to concentrate on what truly matters in your business. Utilizing technology to boost sales productivity is vital for growth and remains a significant challenge for many organizations today. In the fast-paced world of business, staying ahead requires embracing such innovative solutions.
API Access
Has API
No
API Access
Has API
No
Integrations
Microsoft 365
No
Pricing Details
$79/user/month
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Altitude CRM
Founded
2025
Country
United States
Website
gainaltitude.ai/
Vendor Details
Company Name
Apex 72
Founded
2020
Country
United States
Website
apex72.io
Product Features
Financial CRM
Account Alerts
No
Asset Management
No
Expense Tracking
No
Household Tracking
No
Influence Tracking
No
Lead Management
No
Marketing Management
No
Relationship Tracking
No
Team Assignments
No
Territory Management
No
Product Features
Financial CRM
Account Alerts
No
Asset Management
No
Expense Tracking
No
Household Tracking
No
Influence Tracking
No
Lead Management
No
Marketing Management
No
Relationship Tracking
No
Team Assignments
No
Territory Management
No
Sales Coaching
Assessments
No
Audio / Video Conferencing
No
Built-In Course Authoring
No
Call Recording
No
Gamification
No
Goal Setting / Tracking
No
Learning Plans
No
Onboarding
No
Performance Metrics
No
Sales Force Automation
Call Management
No
Campaign Management
No
Channel Management
No
Commission Management
No
Contact Management
No
Contract Management
No
Customer Database
No
Email Marketing
No
Field Sales Management
No
Lead Management
No
Opportunity Management
No
Performance Metrics
No
Proposal Generation
No
Referral Tracking
No
Sales Forecasting
No
Territory Management
No
Sales Tracking
Activity Dashboard
No
Alerts / Notifications
No
Appointment Scheduling
No
Call Logging
No
Comments / Notes
No
Custom Reports
No
Document Management
No
Email Templates
No
Interaction Tracking
No
Lead Management
No
Lead Scoring
No
Pipeline Management
No
Reporting / Analytics
No
Task Management
No