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
Achieve enhanced business agility and deliver outstanding customer service with Xperience by Altitude, a comprehensive cloud-based contact center solution. Fully scalable, Xperience offers a modular framework that can be easily modified to align with evolving business requirements. Designed to accommodate businesses of all sizes, Xperience provides adaptable and personalized solutions to meet diverse needs. This ensures that organizations can seamlessly manage customer interactions while optimizing their operations effectively.
API Access
Has API
No
API Access
Has API
No
Integrations
Constant Contact Lead Gen & CRM
No
LiveChat
No
Microsoft 365
Yes
Salesforce
No
Integrations
Constant Contact Lead Gen & CRM
Yes
LiveChat
Yes
Microsoft 365
No
Salesforce
Yes
Pricing Details
$79/user/month
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
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)
Yes
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
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Altitude CRM
Founded
2025
Country
United States
Website
gainaltitude.ai/
Vendor Details
Company Name
Altitude Software
Founded
1993
Country
Portugal
Website
www.altitude.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
Call Center
Blended Call Center
Yes
Call Logging
Yes
Call Recording
Yes
Call Scripting
Yes
Campaign Management
Yes
Database
No
Escalation Management
Yes
IVR / Voice Recognition
Yes
Inbound Call Center
Yes
Manual Dialer
Yes
Outbound Call Center
Yes
Predictive Dialer
Yes
Progressive Dialer
Yes
Queue Management
No
Real-time Chat
Yes
Reporting/Analytics
Yes
Customer Service
Alerts / Escalation
Yes
Appointment Management
Yes
Call Center Management
No
Email Management
No
Knowledge Base
Yes
Live Chat
Yes
Performance Metrics
No
Queue Management
Yes
Self Service Portal
Yes
Social Media Integration
No
Surveys & Feedback
No
Virtual Assistant
No
Workflow Management
No