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What is Ingegno?

Ingegno Cloud serves as a specialized customer relationship management platform aimed at professional studios and agencies. This innovative tool allows teams to effectively manage client interactions, oversee project progress, automate various processes, and improve communication, all from a unified interface. Among its standout features are lead management, a kanban-style pipeline, automation of workflows, email sequences, contact organization, and built-in analytics. Designed with small to mid-sized service-focused businesses in mind, it provides a simple yet powerful CRM solution. By bringing together essential functionalities, Ingegno Cloud enables teams to operate more efficiently while fostering strong relationships with clients. Ultimately, this platform not only streamlines operations but also enhances overall productivity.

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.

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Integrations Supported

Microsoft 365

Integrations Supported

Microsoft 365

API Availability

Has API

API Availability

Has API

Pricing Information

$19/month/user
Free Trial Offered?
Free Version

Pricing Information

$79/user/month
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

Ingegno

Date Founded

2026

Company Location

Italy

Company Website

ingegno.cloud

Company Facts

Organization Name

Altitude CRM

Date Founded

2025

Company Location

United States

Company Website

gainaltitude.ai/

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

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

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