Features » Contact Management
Everything You Know About Your Clients, All in One Place
Track every detail, history, and relationship without switching tabs or losing context. Altitude keeps your data clean, accessible, and ready to act on.
Contact Detail Workspace
One Place for Every Client Detail
No more digging through tabs or spreadsheets. Altitude’s contact detail workspace gives you instant access to all relevant client information — notes, tasks, history, financial data, and more — in one streamlined view.
Personal Contact Workspace
Outreach That Runs Like Clockwork
Maintain meaningful, timely contact with every client using a workspace built for consistent outreach. Set your own contact intervals, log calls with ease, and track next steps so no relationship slips through the cracks — ensuring your clients always feel seen, heard, and valued.
Contact List View
Segment Smarter, Act Faster
Easily filter, sort, tag, and group your contacts in real-time. Whether you’re prepping a campaign or prioritizing follow-ups, your entire database becomes instantly actionable.
Tags
Organize Your Book with Ease
Apply tags manually or automatically to keep your contacts grouped, searchable, and easy to target for campaigns or reviews.
Intuitive Design
The System That Works the Way You Do
Altitude’s interface was built for advisors — not developers. Every screen, tool, and workflow flows with the natural rhythm of your day-to-day work.
Supercharge Your Practice
Ready to elevate your practice and take back your time? See how Altitude helps you work smarter, grow faster, and deliver standout service — all in one AI-native platform.
