The system where your leads turn into policies.
Calls, texts, WhatsApp, appointments and follow-up in one place. Work every lead the second it lands, instead of losing it between spreadsheets and sticky notes.
Same day setup and live support
One platform for your whole sales day
Stop jumping between apps. Altitude CRM brings together every tool you use to reach a lead, follow up and close.
Call and text without leaving the CRM
Calls, SMS and WhatsApp are built in. Every conversation saves to the lead profile, ready for the next follow up.
See every opportunity on one board
Know the exact stage of each lead, from first contact to signed policy, so none of them goes cold while you forget about it.
Automations that work while you sell
Welcome messages, appointment reminders and follow ups send on their own. You stay on the phone, the system handles the rest.
Your office in your pocket
The mobile app lets you reply, call and book from anywhere. New leads hit your phone the moment they come in.
Start in three steps
No complicated setup and no long learning curve. Your account is ready the same day you buy it.
Get your access
Buy your account and get your login right away. No long contract and no fine print.
Connect your leads
Live leads drop straight into your inbox the moment someone sends in their information.
Call and close
Work each opportunity with calls, messages and automatic follow up, all from one screen.
Start today
Everything you need to work your leads like a real business.
Altitude CRM
Full access to the platform
- Calls, SMS and WhatsApp built in
- Pipeline and opportunity tracking
- Message and appointment automations
- Mobile app for iOS and Android
- Access to the agent community
- Live support
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