---
description: Get detailed information about Altitude usability, features, price, benefits and disadvantages from verified user experiences. Read reviews and discover similar tools on Capterra Israel.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: Altitude Price, Reviews & Ratings - Capterra Israel 2026
---

Breadcrumb: [Home](/) > [Financial CRM Software](/directory/30562/financial-crm/software) > [Altitude](/software/1080945/Altitude)

# Altitude

Canonical: https://www.capterra.co.il/software/1080945/Altitude

> AI-native CRM for financial advisors combining client management, automation, and growth intelligence.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## Overview

### Who Uses Altitude?

Built for financial advisors, RIAs, and wealth management firms seeking AI-powered tools to manage clients, automate marketing, and grow efficiently.

## About the vendor

- **Company**: Waystone Software

## Commercial Context

- **Starting Price**: US$79.00
- **Pricing model**: Per User (Free Trial)
- **Pricing Details**: Altitude CRM is offered as a monthly subscription starting at $79 per user per month. Each subscription includes full access to the platform’s core features, including Pathfinder AI, client and opportunity management, workflow automation, marketing tools, reporting, and compliance tracking.&#10;&#10;Volume pricing is available for larger teams, and enterprise options can be customized based on firm size, data requirements, and integration needs.&#10;&#10;A 14-day free trial is available for new users to explore the platform and experience its capabilities before subscribing.&#10;&#10;Billing is handled securely on a monthly basis, with no long-term contracts or setup fees required.
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: Canada, United States

## Features

- Activity Dashboard
- Alerts/Notifications
- Campaign Management Software
- Client Management
- Collaboration Tools
- Contact Management Software
- Customer Database
- Document Management Software
- For Financial Institutions
- Lead Management Software
- Marketing Automation Software
- Pipeline Management

## Integrations (1 total)

- Microsoft 365

## Support Options

- Email/Help Desk
- Knowledge Base Software
- Phone Support

## Category

- [Financial CRM Software](https://www.capterra.co.il/directory/30562/financial-crm/software)

## Alternatives

1. [Bigin by Zoho CRM](https://www.capterra.co.il/software/204998/bigin-by-zoho-crm) — 4.7/5 (724 reviews)
2. [Backstop](https://www.capterra.co.il/software/169054/backstop) — 4.3/5 (46 reviews)
3. [Zoho CRM](https://www.capterra.co.il/software/155928/zoho-crm) — 4.3/5 (6964 reviews)
4. [HubSpot CRM](https://www.capterra.co.il/software/152373/hubspot-crm) — 4.5/5 (4451 reviews)
5. [Pipedrive](https://www.capterra.co.il/software/132666/pipedrive) — 4.5/5 (3042 reviews)

## Links

- [View on Capterra](https://www.capterra.co.il/software/1080945/Altitude)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.capterra.com/p/10033538/Altitude/> |
| en-AE | <https://www.capterra.ae/software/1080945/Altitude> |
| en-AU | <https://www.capterra.com.au/software/1080945/Altitude> |
| en-CA | <https://www.capterra.ca/software/1080945/Altitude> |
| en-GB | <https://www.capterra.co.uk/software/1080945/Altitude> |
| en-IE | <https://www.capterra.ie/software/1080945/Altitude> |
| en-IL | <https://www.capterra.co.il/software/1080945/Altitude> |
| en-IN | <https://www.capterra.in/software/1080945/Altitude> |
| en-NZ | <https://www.capterra.co.nz/software/1080945/Altitude> |
| en-SG | <https://www.capterra.com.sg/software/1080945/Altitude> |
| en-ZA | <https://www.capterra.co.za/software/1080945/Altitude> |

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