Investment Enquiry
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An Altitude Tech Platform
Lead Link powers modern lead operations for Altitude teams.
Built by Altitude Tech, Lead Link helps Altitude Wealth advisors and sales teams capture leads, qualify inbox enquiries, and convert opportunities with a clean, trackable workflow.
Altitude Pipeline Snapshot
Shared Intake Completion
QualifiedBudget range and service needs captured via secure form link.
Non-client Promotion
Not a leadAutomatically filtered out of advisor lead queues.
Capture
Every channel, one intake flow
Manual capture, embeddable forms, and share links all feed the same structured lead pipeline.
Qualify
Business-specific inbox ranking
Rank emails against what your Altitude business unit actually sells to prioritize real opportunities.
Distribute
Clear team ownership
Entity admins assign leads to sales or brokers while each user only sees their relevant queue.
About
Lead Link is built and operated by Altitude Tech
This platform extends the Altitude ecosystem with operational tooling focused on lead quality, advisor responsiveness, and consistent conversion processes.
The design language, tone, and workflow align with the Altitude brand so clients and teams experience a seamless journey.
What this means in practice
Shared lead links can be sent by email or WhatsApp
Prospect submissions update the same lead record
Entity scoring rules apply consistently across team inboxes
Secure API endpoints expose leads for website integrations
Account Levels
Choose individual control or entity collaboration
Individual
Your own pipeline, fully controlled
Ideal for solo advisors and operators who want speed without complexity.
Manual lead capture
Personal mailbox sync
Private lead ownership
API token access
Entity
Team roles, assignment, and governance
Designed for Altitude entities where admins need oversight and sales users need focused execution.
Invite admins and sales/brokers
Assign leads by owner
Entity scoring profile
Role-based visibility
Contact Altitude Tech
Ready to run Lead Link in your team?
Launch with your preferred account model, connect mailboxes, and start routing qualified leads with confidence.