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What is Pathfinder?

Pathfinder distinguishes itself as the leading expert in the field of retail business intelligence. With our deep-rooted expertise in retail data intelligence, we have become trusted allies for major shopping malls, airports, and retailers alike. The continuous availability of extensive product information to consumers has fundamentally changed retail strategies. Have you adopted the idea of “smart retailing” yet? By partnering with Pathfinder, you can proactively meet consumer expectations through advanced retail analytics. Our innovative solutions enable you to track sales data in real-time while offering a holistic perspective on retail operations effortlessly. This shift in consumer behavior calls for creative solutions in retail management. Connect with Pathfinder to transform your retail strategy and maintain a competitive edge in the market. In today's rapidly evolving retail landscape, staying ahead means embracing new technologies and methodologies.

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.

Media

Media

Integrations Supported

Microsoft 365

Integrations Supported

Microsoft 365

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$75/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

Pathfinder

Company Location

United States

Company Website

www.pathfinder.global/

Company Facts

Organization Name

Altitude CRM

Date Founded

2025

Company Location

United States

Company Website

gainaltitude.ai/

Categories and Features

Retail Management

CRM
Commission Management
Email Marketing
Employee Management
Loyalty Program
Mail Order
Merchandise Management
Multi-Location
Order Management
Purchase Order Management
Reporting/Analytics
Returns Management
eCommerce

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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