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
In just a few minutes, Cloud Pathfinder can identify both on-net and near-net connectivity options available from your location, show which cloud providers operate in that area, and facilitate quote requests from companies capable of establishing a connection. Available for use anytime and anywhere, Cloud Pathfinder streamlines the data acquisition process, eliminating the usual frustrations of juggling numerous spreadsheets or endlessly browsing various websites to compare different providers. By offering a centralized source of information, it simplifies the search process significantly. The traditional procurement landscape is currently undergoing a digital transformation, driven by emerging technologies and a growing demand for automation. Cloud Pathfinder enhances efficiency for procurement and sales teams by granting access to an extensive network of over 7,591 service providers all from one platform. Additionally, Cloudscene users benefit from a free subscription that not only includes access to Cloud Pathfinder but also offers exclusive data, timely market alerts, and comprehensive marketplace listings. This powerful tool ultimately empowers businesses to make informed decisions with greater ease and confidence.
API Access
Has API
No
API Access
Has API
No
Integrations
Alibaba Cloud
No
Amazon Web Services (AWS)
No
Google Cloud Platform
No
IBM Cloud
No
Microsoft 365
Yes
Microsoft Azure
No
Oracle Cloud Infrastructure
No
VMware Cloud
No
Integrations
Alibaba Cloud
Yes
Amazon Web Services (AWS)
Yes
Google Cloud Platform
Yes
IBM Cloud
Yes
Microsoft 365
No
Microsoft Azure
Yes
Oracle Cloud Infrastructure
Yes
VMware Cloud
Yes
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
Yes
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
Cloudscene
Founded
2016
Country
Australia
Website
cloudscene.com/cloudpathfinder
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
Cloud Management
Access Control
No
Billing & Provisioning
No
Capacity Analytics
No
Cost Management
No
Demand Monitoring
No
Multi-Cloud Management
No
Performance Analytics
No
SLA Management
No
Supply Monitoring
No
Workflow Approval
No