Aidium Mortgage CRM Overview
Whiteboard-mortgage-crm offers features like lead and pipeline management, partner and task management, team-based texting, and a mobile app. Integrations, reports, and analytics are also included.
Use Cases
Customers recommend Social Media Analytics, Engaging And Following Up, Sending & Publishing Communications, as the business use cases that they have been most satisfied with while using Aidium Mortgage CRM.
Business Priorities
Enhance Customer Relationships and Improve Internal Communications are the most popular business priorities that customers and associates have achieved using Aidium Mortgage CRM.
Aidium Mortgage CRM Use-Cases and Business Priorities: Customer Satisfaction Data
Aidium Mortgage CRM works with different mediums / channels such as Mobile. Mobile App. Phone Calls etc.
Aidium Mortgage CRM's features include Personalization, Alerts: Popups & Notifications, and Templates. and Aidium Mortgage CRM support capabilities include Email Support, 24/7 Support, Phone Support, etc. also Aidium Mortgage CRM analytics capabilities include Custom Reports, and Analytics.
Reviews
"...Key features of Whiteboard Mortgage CRM include team-based texting, lead generation, email marketing and application tracking...." Peer review
Aidium Mortgage CRM, Interact, LinkedIn Sales Solutions, TwentyThree Video Marketing Platform, Clickback, etc., all belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.
Popular Business Setting
for Aidium Mortgage CRM
Top Industries
- Real Estate
- Financial Services
- Banking
Popular in
- Small Business
- Enterprise
- Mid Market
Aidium Mortgage CRM is popular in Real Estate, Financial Services, and Banking and is widely used by Small Business, Enterprise, and Mid Market.
Comprehensive Insights on Aidium Mortgage CRM Use Cases
How efficiently Does Aidium Mortgage CRM manage your Engaging And Following Up?
How can Aidium Mortgage CRM optimize your Sending & Publishing Communications Workflow?
How can Aidium Mortgage CRM enhance your Generation Of New Leads process?
How efficiently Does Aidium Mortgage CRM manage your Playbook Creation?
20+ more Business Use Cases
11 buyers and buying teams have used Cuspera to assess how well Aidium Mortgage CRM solved their CRM needs. Cuspera uses 196 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.
Peers used Aidium Mortgage CRM for social media analytics and engaging and following up
Aidium Mortgage CRM Competitors
Aidium Mortgage CRM Features
- Low
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- High
| FEATURE | RATINGS AND REVIEWS |
|---|---|
| Custom Reports | Read Reviews (29) |
| Analytics | Read Reviews (6) |
| CAPABILITIES | RATINGS AND REVIEWS |
|---|---|
| Custom Reports | Read Reviews (29) |
| Analytics | Read Reviews (6) |
Software Failure Risk Guidance
?for Aidium Mortgage CRM
Top Failure Risks for Aidium Mortgage CRM
Aidium Inc News
Aidium Presents May AI: A Month of Building and Launching New AI and Agentic Features - FinancialContent
Aidium introduced several new AI-driven and agentic features in May, enhancing its mortgage CRM platform. The updates focus on automating workflows, improving lead management, and streamlining customer communications for mortgage professionals. These advancements leverage artificial intelligence to boost productivity and deliver a more seamless user experience in the mortgage technology sector.
Aidium Inc Profile
Company Name
Aidium Inc
Company Website
https://thinkaidium.com/HQ Location
4801 Gaillardia Pkwy, Oklahoma City, Oklahoma 73142, US
Employees
11-50
Social
Financials
SERIES A
