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
PathfinderLink is a comprehensive construction project management system that aims to consolidate various disjointed applications and spreadsheets into one cohesive platform for overseeing business functions. Designed for contractors and project-oriented organizations, it facilitates the organization of data, real-time job cost tracking, payroll reporting management, and project oversight through a single, streamlined dashboard. This platform was developed to address the prevalent challenge of managing multiple tools, offering an integrated solution that ensures data consistency and minimizes the need for redundant data entry. With features like real-time reporting, scheduling, billing, and document management, teams can effectively assess performance and profitability as projects advance. Additionally, PathfinderLink includes the TotalTime feature, which assists businesses in accurately recording labor hours while seamlessly linking workforce information to budgets and payroll systems. This holistic approach not only enhances efficiency but also empowers teams to make informed decisions throughout the project lifecycle.
API Access
Has API
No
API Access
Has API
No
Integrations
Acumatica Cloud ERP
No
Microsoft 365
Yes
QuickBooks Online
No
Integrations
Acumatica Cloud ERP
Yes
Microsoft 365
No
QuickBooks Online
Yes
Pricing Details
$79/user/month
Free Trial
Yes
Free Version
No
Pricing Details
Free
Free Trial
No
Free Version
Yes
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
Yes
iPad App
Yes
Android App
Yes
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)
Yes
In Person
No
Vendor Details
Company Name
Altitude CRM
Founded
2025
Country
United States
Website
gainaltitude.ai/
Vendor Details
Company Name
PathfinderLink
Founded
2023
Country
United States
Website
pathfinderlink.com
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
Construction Management
Accounting Integration
No
Budget Tracking/Job Costing
No
CRM
No
Change Orders
No
Commercial
No
Contract Management
No
Contractors
No
Equipment Tracking
No
Estimating
No
Incident Reporting
No
Mobile Access
No
Offline Access
No
RFI & Submittals
No
Residential
No
Subcontractor Management
No
Timesheets
No