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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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 

Screenshots View All

Screenshots View All

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 

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