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What is Rings AI?

Rings AI presents a groundbreaking Extended CRM (XRM) platform that transforms traditional customer relationship management by establishing an intelligent, relationship-driven system that boosts deal flow. Rather than serving solely as a basic database, it weaves together relationship mapping, market intelligence, and AI into a unified operating layer that continuously assesses the connections between people, organizations, and opportunities. The platform seamlessly collects and synchronizes data from emails, calendars, meetings, and a range of external sources, ensuring that records are always updated in real-time without the need for any manual effort. By efficiently mapping networks and uncovering the most effective paths to connect with target companies or individuals, Rings enables users to identify warm introductions, uncover hidden connections, and enhance their outreach strategies with greater precision. Moreover, its AI-powered search capabilities empower users to explore their entire dataset using natural language, offering relevant contextual insights, while its automated intelligence features highlight previous deal activities, thereby enriching the overall user experience. This array of functionalities positions Rings AI as an essential resource for refining customer interactions and fostering business growth, ultimately leading to a more strategic approach in navigating complex relationships.

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
Gemini
Gmail
Google Chrome
HubSpot CRM
LinkedIn
Microsoft Exchange
Microsoft Outlook
OpenAI
Salesforce
Zapier
iCloud

Integrations Supported

Microsoft 365

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

$79/user/month
Free Trial Offered?

Supported Platforms

SaaS
iPhone
iPad

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub
Webinars
On-Site Training

Company Facts

Organization Name

Rings AI

Company Location

United States

Company Website

www.rings.ai/

Company Facts

Organization Name

Altitude CRM

Date Founded

2025

Company Location

United States

Company Website

gainaltitude.ai/

Categories and Features

AI Sales Assistants

Not specified

Financial CRM

Not specified

Investor Relations

Not specified

Sales Intelligence

Not specified

Categories and Features

Financial CRM

Not specified

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