Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • ROLLER Reviews & Ratings
    243 Ratings
    Company Website
  • Dynamo Software Reviews & Ratings
    67 Ratings
    Company Website
  • Centrex Software Reviews & Ratings
    18 Ratings
    Company Website
  • Shape Software Reviews & Ratings
    132 Ratings
    Company Website
  • Pipedrive Reviews & Ratings
    9,564 Ratings
    Company Website
  • Sage Intacct Reviews & Ratings
    7,410 Ratings
    Company Website
  • Act! Reviews & Ratings
    40 Ratings
    Company Website
  • InfoFlo Reviews & Ratings
    188 Ratings
    Company Website
  • NaviPlan Reviews & Ratings
    Company Website
  • SalesTarget.ai Reviews & Ratings
    12 Ratings
    Company Website

What is Altitude CRM?

Altitude CRM stands out as a cutting-edge platform powered by artificial intelligence, tailored specifically for financial advisors aiming to optimize client management, marketing strategies, and overall business expansion within a cohesive framework. This all-encompassing solution integrates customer relationship management, marketing automation, and practice management into an intelligent interface that facilitates seamless operations. Advisors can effectively track client interactions, automate follow-ups, and manage their sales pipelines through the innovative Pathfinder AI. The platform's essential features include robust contact management, opportunity tracking, customizable workflows, and seamless integration with calendars and email systems, alongside comprehensive reporting and compliance tools. By adopting Altitude, financial firms can improve service consistency, enhance operational efficiency, and uncover hidden growth prospects within their data. Furthermore, the platform provides secure document storage, integrated analytics, and sophisticated automation features, thereby transforming how advisors manage their responsibilities, interact with clients, and grow their businesses, resulting in a significantly more efficient and productive work environment. This holistic approach empowers advisors to focus on what truly matters—their clients and their financial success.

What is Altitude?

Altitude functions as an all-encompassing smart hotel system that optimizes operational efficiency, providing you with the vital resources needed for triumph. Our core mission is centered around empowerment, working to minimize the need for manual management, which allows the hospitality industry to strive for excellence in every aspect of their operations. We firmly believe that true success is not dependent on lavish features; instead, it stems from delivering affordable solutions that attract visitors, promote growth, and are easy to oversee. Unlock new possibilities for your business with intuitive solutions that empower guests to tailor their experiences while staying with you. By enabling guests to enhance their visits through upselling, cross-selling, service ordering, and direct bookings, additional revenue streams can be developed effectively. Communicate effortlessly with your guests through real-time tools such as SMS messages, push notifications, and service request orders. Our contactless mobile and web portal solutions ensure that guests can explore your hotel seamlessly, even before they arrive, making them feel connected and informed from the onset of their journey. Furthermore, these innovative tools help cultivate enduring relationships, ultimately boosting guest satisfaction and loyalty while fostering a welcoming environment.

Media

Media

Integrations Supported

Microsoft 365
CROSS-CRM
Clarity Hotel Manager
Google Workspace
GuestCentrix
Hapi
Protel Cloud PMS
RMS Cloud
ROI Hunter
Seekom
Stripe
SwiftPOS
Video RTC

Integrations Supported

Microsoft 365
CROSS-CRM
Clarity Hotel Manager
Google Workspace
GuestCentrix
Hapi
Protel Cloud PMS
RMS Cloud
ROI Hunter
Seekom
Stripe
SwiftPOS
Video RTC

API Availability

Has API

API Availability

Has API

Pricing Information

$75/user/month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Altitude CRM

Date Founded

2025

Company Location

United States

Company Website

gainaltitude.ai/

Company Facts

Organization Name

Altitude

Date Founded

2019

Company Location

New Zealand

Company Website

www.altitudehq.com

Categories and Features

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Categories and Features

Hospitality Property Management

Built-in Accounting
CRM
Catering
Employee Management
Extended Stay
Front Office Management
GDS / OTA Integration
Group Management
Guest Experience (GEM)
Housekeeping Management
Loyalty Program
Maintenance Management
Marketing Automation
Marketing Management
Multi-Property
Online Booking
Point of Sale (POS)
Reservations Management
Reviews Management
Single Property
Vacation Rental

Popular Alternatives

Sticky Advisor Reviews & Ratings

Sticky Advisor

stickypages

Popular Alternatives