---
title: Altitude CRM Reviews
meta_title: 'Altitude CRM Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Altitude CRM works for a business like yours.
date_modified: '2025-11-06'
parent_category:
  name: Financial Services
  url: https://www.g2.com/categories/financial-services
---


# Altitude CRM Reviews
**Vendor:** Waystone Software  
**Category:** [Financial Services CRM Software](https://www.g2.com/categories/financial-services-crm)
## About Altitude CRM
Altitude CRM is the AI-native CRM built specifically for financial advisors. It unites client relationship management, marketing automation, and practice management into one intelligent system. Financial advisors use Altitude to organize contacts, track opportunities, automate workflows, and gain actionable insights through Pathfinder AI. With integrated email, calendar, and reporting tools, Altitude CRM helps advisory firms streamline operations, strengthen client relationships, and accelerate growth.






- [View Altitude CRM pricing details and edition comparison](https://www.g2.com/products/altitude-crm/reviews?section=pricing&secure%5Bexpires_at%5D=2026-09-10+13%3A49%3A39+-0500&secure%5Bsession_id%5D=9249c59f-83c5-422e-acd1-40cf34c32193&secure%5Btoken%5D=d336fe0cb779bc2dd71b2151a1c099c84cad17b9e315950142734a509b755ae4&format=llm_user)

## Altitude CRM Features
**Content**
- Automation
- Marketing Automation

**Platform Additional Functionality**
- Pre-Built Connectors
- Dashboard
- Cloud
- Mobility
- Activity Dashboard

**Platform Reporting and Analytics**
- Reporting
- Forecasting

**Customer Support**
- Case Management
- Customer Support Portal
- Knowledge Base
- Support Analytics
- Calendar Management
- Template Management
- Client Management
- Workflow Management
- Territory Management
- Financial Management
- Document Management

**Marketing Automation**
- Campaign Management
- Lead Management
- Marketing Analytics
- Email Management
- Email Marketing

**Sales Force Automation**
- Pipeline Management
- Task Management
- Product and Price List Management
- Contact Management

**Agentic AI - Financial Services CRM**
- Decision Making

**Additional Functionality**
- Search/Filter
- Activity Tracking
- Expense Tracking
- CRM
- Mobile Access
- AI Copilot
- Calendar Sync
- Third-Party Integrations
- Data Import/Export
- Customizable Reports
- Customizable Fields
- Lead Capture
- Relationship Tracking
- Collaboration Tools
- Alerts/Notifications
- Email Templates
- Generative AI
- Customer Database
- Task Scheduling
- Reporting & Statistics
- API
- Team Assignments
- Drag & Drop
- Access Controls/Permissions
- For Financial Institutions
- Interaction Tracking
- Sales Reports

## Top Altitude CRM Alternatives
  - [Maximizer](https://www.g2.com/products/maximizer/reviews) - 4.0/5.0 (642 reviews)
  - [Capsule CRM](https://www.g2.com/products/capsule-crm/reviews) - 4.7/5.0 (514 reviews)
  - [Redtail Technology](https://www.g2.com/products/redtail-technology/reviews) - 4.3/5.0 (265 reviews)