A MESSAGE FOR REDTAIL USERS
Great advisors deserve great tools.
Redtail got you here. Altitude CRM helps you climb higher, faster. AI-powered meeting intelligence, proactive client outreach, and a CRM that actually thinks.
What Redtail Can't Do
The advisor you already are, with nothing holding you back.
Walk into every meeting knowing everything.
Redtail stores your client data. Altitude understands it. Before every meeting, Altitude generates an AI briefing covering goals, history, open items, and suggested talking points so you walk in prepared, every time.
Be the advisor they can't stop talking about.
Redtail doesn’t have a proactive outreach system. Altitude’s touch dashboard, built on Bill Good Marketing methodology, tells you exactly who needs contact today, this week, and this month.
The right answer, right when it matters.
Redtail can’t answer a question about your book. Altitude’s Pathfinder AI can. Ask anything in plain English about relationship history, open tasks, or upcoming milestones and get an instant answer.
Spot opportunities before they walk out the door.
Redtail doesn’t listen to your meetings. Altitude does, transcribing every call and automatically surfacing new opportunities, relationship changes, and follow-up actions the moment it ends.
Scale your business. Not your blind spots.
In Redtail, growth means more manual work. In Altitude, workflow automation, smart task assignment, and AI handle the overhead so adding clients doesn’t mean dropping the ball on existing ones.
Turn great service into a referral machine.
Redtail tracks what happened. Altitude helps you make more happen, with every client, at the right time, in the right way. That’s the kind of service people refer their friends to.
01 / AI Assistant
Your entire book of business. Instantly answerable.
Redtail stores data. Pathfinder understands it. Ask anything in plain English: “What’s the status of the Johnson account?” or “Who hasn’t heard from me in 60 days?” You get an instant, accurate answer from an AI that actually knows your book.
- Surface a client's full history, goals, and life events in seconds
- Create contacts, tasks, and follow-ups through conversation
- Ask "who haven't I spoken to in 60 days?" and act on it immediately
02 / Meeting Intelligence
Walk in knowing everything. Leave with nothing left to do.
Redtail doesn’t touch your meetings. It normally requires yet another 3rd party app like Jump or Zocks… Altitude comes equipped with REAL meeting intelligence, generating your pre-meeting briefing, transcribing every word in real time, then automatically producing a summary, action items, and draft follow-up emails the moment it ends.
- AI executive summary prepared before every client meeting
- Live transcription, every word captured, nothing missed
- Auto-generated action items and follow-up drafts after every call
03 / Proactive Outreach
The Right Frequency for Every Client.
Zero guesswork.
Redtail doesn’t tell you who to call. You have to figure that out yourself. Altitude’s “personal contact” dashboard, built on our proven contact cadence methodology, shows you exactly who’s due for contact today, who’s overdue, and who’s coming up so no client ever slips through.
- Service-tier outreach intervals customized to your practice
- Live dashboard showing exactly who needs contact this week
- Every touch automatically logged to the client relationship timeline
A full featured platform
One platform. Every client touchpoint covered.
04 / Email and Calendar
Communication that never falls through the cracks.
Altitude syncs bidirectionally with Gmail and Outlook, with every email auto-linked to the client record. Add booking pages, Zoom, and intake forms and you have one place for every client touchpoint, fully traceable.
05 / Smart Workflows
The same great experience. Every client. Every time.
Where Redtail leaves workflow to you, Altitude’s multi-stage templates auto-assign tasks, trigger emails, and keep your team aligned so every onboarding, review, and service request runs to the same high standard, automatically.
06 / Pipeline Intelligence
Every opportunity surfaces. None get buried.
Redtail doesn’t detect opportunities. Altitude’s AI (Pathfinder) reads your meeting transcripts and client notes, flags new business signals automatically, and feeds an 8-stage pipeline so you always know what’s next.
See the Difference
30 minutes. You'll know if it's better.
We’ll show you exactly what Altitude does that Redtail doesn’t. Live, in your context, with no pressure. Pick a time below.
