Altitude CRM
AutomatedCRM for financial advisors with built-in conversational AI, meeting intelligence, and client scheduling tools.
Altitude CRM has 3 plans: paid plans from $15/month. We have not recorded a price change.
Altitude CRM plans and prices
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 1 recorded changes
| Date | Plan | Change | Old | New | Δ% |
|---|---|---|---|---|---|
| Jul 26, 2026 | Altitude CRM with Pathfinder AI | New plan | — | $79 | — |
Other CRM products
No confirmed alternatives yet.