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.

Other use cases:

  • Generation Of New Leads
  • Playbook Creation
  • Lead Management
  • Conversion Management
  • Pipeline Management
  • Lead Engagement
  • Relationship Management
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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.

Other priorities:

  • Acquire Customers
  • Improve ROI
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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, Clickback, TwentyThree Video Marketing Platform, LinkedIn Sales Solutions, 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

What benefits does Aidium Mortgage CRM offer for Engaging And Following Up?

How efficiently Does Aidium Mortgage CRM manage your Sending & Publishing Communications?

How does Aidium Mortgage CRM facilitate Generation Of New Leads?

What benefits does Aidium Mortgage CRM offer for 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.

lightning

Peers used Aidium Mortgage CRM for social media analytics and engaging and following up

Aidium Mortgage CRM Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Custom Reports

4.57/5 ★

Read Reviews (29)
Analytics

4.17/5 ★

Read Reviews (6)
CAPABILITIES RATINGS AND REVIEWS
Custom Reports

4.57/5 ★

Read Reviews (29)
Analytics

4.17/5 ★

Read Reviews (6)

Software Failure Risk Guidance

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for Aidium Mortgage CRM

Top Failure Risks for Aidium Mortgage CRM

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