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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
Salentica provides an impressive suite of features that can be tailored to meet diverse needs, alongside the capability of adding numerous additional options. We have streamlined repetitive tasks, conducted in-depth analyses, and integrated top-tier tools, resulting in a highly effective web-based financial CRM. Salentica enhances activation rates, improves campaign quality, and refines outreach efforts. By enabling targeted marketing, improved segmentation, the identification of personalized content opportunities, and comprehensive customer perspectives, it significantly boosts your marketing efficacy. Understanding if you are communicating effectively with clients can be challenging, but now you can respond to their inquiries in a more informed and credible manner. Our automation of workflows allows your CRM to take over routine tasks, minimizing errors and granting your team the freedom to concentrate on complex responsibilities that require human insight and creativity. In this way, Salentica not only enhances efficiency but also elevates the overall quality of client engagement.
API Access
Has API
API Access
Has API
Pricing Details
$79/user/month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Altitude CRM
Founded
2025
Country
United States
Website
gainaltitude.ai/
Vendor Details
Company Name
SS&C Salentica
Founded
1986
Country
United States
Website
www.salentica.com
Product Features
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
Product Features
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management