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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

The SBS-Pathfinder™ Enterprise Transaction Server stands out as a robust, enterprise-level solution that facilitates the swift installation and straightforward management of both wired and wireless terminals across multiple sites, including extensive wireless LAN and WAN setups. This innovative system significantly minimizes the overall cost of ownership for data collection enterprises while taking advantage of the existing LAN infrastructure, thereby optimizing network resources for seamless integration of transaction data into any enterprise framework. By utilizing the SBS-CASE Tools™ for accelerated application development, SBS-Pathfinder™ enhances system uptime and empowers IT directors to efficiently create, configure, and manage transactions that are essential for various internal systems. Moreover, SBS-Pathfinder™ is specifically crafted to work in harmony with SBS-CASE Tools™ applications, ensuring that they receive the necessary connectivity and resources to operate at peak efficiency. This synergy not only streamlines operations but also fosters an environment where businesses can adapt quickly to changing demands.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Microsoft 365
MySQL
Oracle Cloud Infrastructure
SQL Server

Integrations

Microsoft 365
MySQL
Oracle Cloud Infrastructure
SQL Server

Pricing Details

$79/user/month
Free Trial
Free Version

Pricing Details

$236 per user
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

Sentinel Business Services

Founded

2012

Country

United States

Website

www.sentinelbusinessservices.com/index.php/products/sbs-pathfinder

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

Application Development

Access Controls/Permissions
Code Assistance
Code Refactoring
Collaboration Tools
Compatibility Testing
Data Modeling
Debugging
Deployment Management
Graphical User Interface
Mobile Development
No-Code
Reporting/Analytics
Software Development
Source Control
Testing Management
Version Control
Web App Development

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