Altitude CRM
AutomatedCRM for financial advisors with built-in conversational AI, meeting intelligence, and client scheduling tools.
Active plans
3
Total changes
4
Last change
Jul 26, 2026
Price trend
no history
What we know about Altitude CRM’s pricing
Moderately activeChanges in 12 months
5
Cadence
Every 6 days
Direction
Plan recently removed
Category position
Cheaper than 78% of CRM tools (345 compared)
Current pricing
Meeting Intelligence (Add-on)
monthly$89/mo
$89/user/mo
- yearly$999/yr($999/user/yr)
- yearly$999/yr($999 / user / yr)
- Automated meeting prep and agendas
- Live transcription on Zoom and Teams
- AI summaries, action items, and follow-up emails
- Opportunity detection from conversations
- Per-contact meeting history and Relationship Reports
- Meeting hours pooled across your firm, with auto top-up
Bookings (Add-on)
monthly$15/mo
$15/user/mo
- yearly$175/yr($175/user/yr)
- yearly$175/yr($175 / user / yr)
- Branded booking pages and an embeddable widget
- Meeting types with custom intake forms
- Real-time availability from your synced calendar
- Automated confirmations and reminders
- Client self-reschedule and cancel
- Bookings saved as activities on the client record
Altitude CRM with Pathfinder AI
monthly$79/mo
$79/user/mo
- yearly$900/yr($900/user/yr)
- yearly$900/yr($900 / user / yr)
- Households, client profiles, and relationship mapping(true)
- Activities, tasks, and workflow templates(true)
- Opportunities and pipeline tracking(true)
- Calendar with two-way Google and Outlook sync(true)
- Reporting and dashboards(true)
- Pathfinder AI, conversational AI on every seat(true)
Price history
Last 4 changes
| Date | Plan | Change | Old | New | Δ% |
|---|---|---|---|---|---|
| Jul 26, 2026 | Altitude CRM with Pathfinder AI | new plan | — | $79 | — |
| Jul 3, 2026 | Bookings (Add-on) | new plan | — | $15 | — |
| Jul 3, 2026 | Meeting Intelligence (Add-on) | new plan | — | $89 | — |
| Jul 3, 2026 | Altitude CRM (Core) | new plan | — | $79 | — |
Similar to Altitude CRM.
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