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Aidium
Cloud-based CRM solution for teams.
Aidium Pricing, Features, Reviews and Alternatives
Aidium FAQs
Aidium has the following typical customers:
Freelancers, Small Business
These products have better value for money
Q. What languages does Aidium support?
Aidium supports the following languages:
English
Q. Does Aidium offer an API?
No, Aidium does not have an API available.
Q. What other apps does Aidium integrate with?
Aidium integrates with the following applications:
nCino’s Mortgage Suite
Aidium product overview
What is Aidium?
Aidium is a customer relationship management (CRM) software designed to help mortgage professionals manage marketing campaigns, sales automation, and compliance regulation. Key features include automated partner tracking, file storage, branch and team management, security review, voice calling, bulk email, and ringless voicemail.
Typical customers
Platforms supported
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Starting from
No pricing info
Starting from
165
/user
Per month
Aidium features
Functionality
4.2
/5
13
Total features
27
3 categories
Most valued features by users
Functionality contenders
Aidium users reviews
Overall Rating
4.4
/5
13
Positive reviews
85
%
- Value for money
- Ease of use
- Features
- Customer support
- Likelihood to recommend9.91/10
11
0
0
0
2
Overall rating contenders
Russell B.
Financial Services, 51-200 employees
Used daily for less than 6 months
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[sensitive content hidden] was fantastic in the implementation. The product was an excellent product and provided all of the functionality I need in a CRM and more!
Nothing to mention at all. There was nothing
Hi Russell — We're so happy to hear you had a great implementation experience. Changing CRMs is never fun, but our goal is to make the transition as painless as possible. Thanks for the review!
Dio V.
Financial Services, 501-1,000 employees
Used daily for 1-2 years
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Since using WB (June, 2017) I have increased my personal production to have my best year ever (2018) and am on pace this year to surpass 2018 with a 50% increase! One of the biggest factors in my increased production is the number of peer to peer referrals that have been coming in. I've been in the business for 12 years and I've never utilized any software that added so much value to my business. Both...
The best part of the CRM is the ability to install and utilize "playbooks" with pre-designed and editable campaigns. I think the biggest hurdle with any CRM is getting it set up so that it works for you. In the past it would take weeks to complete a few basic campaigns only to discover that they weren't effective or didn't accomplish what you wanted. With Whiteboard I am able to install a playbook, review the campaigns, customize my collateral and start implementation in just a couple days.
Until they added a mobile app that was a con. Now it's actually a huge positive. Also, when we first started using it we couldn't directly import FNM files into the system so my team would have to do dual data entry but they have since added that functionality as well as the ability to link directly with many of the most popular LOS out there. I guess I'm saying that I don't have any cons right now!
Verified reviewer
Real Estate, 501-1,000 employees
Used daily for 6-12 months
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Waste of money, too restrictive with their contracts, not proactive in finding solutions or making it "right" for their customers.
The sales rep was very good at highlighting what potential features were under R&D. Definitely a case of over-promising and under-delivering.
The knowledge base is sparse at best. If you run into any issues, you have to submit a ticket. There really isn't self-solve solutions. But when tickets are submitted, you just get an auto response and a mediocre response from customer service. There isn't a dedicated rep that will make sure your problems are solved.The UI is so clunky. Very little is customizable. And when asking the customer...
Dominic D.
Banking, 501-1,000 employees
Used daily for 2+ years
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GOAT!!! I love the continuous development. WB is always looking for ways to improve and their not just talking about it. They plan and execute consistently. It gets better each day and I can't say enough about how easy it is to use.
I love that this CRM does it all for me. I literally click a button or enter a few data points and the CRM takes it from there. Earlier this year, I had someone from back in 2015 reach out and thanked me for staying in touch and that they were ready to buy. I hadn't done a thing. Whiteboard did it all. And, i was able to get that client back to the realtor partner who originally sent them. From more...
Drawing a blank. Having the ability to text has been another game changer. Tons of conversion through text. Best part of it is that they're texting my business line and not my cell.
Jeremy D.
Financial Services, 1-10 employees
Used daily for 2+ years
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Having a CRM is like having another employee. Worth every penny. I have used different mortgage CRM programs over the years. Whiteboard is the best I have come across. For sure worth the money. I have my whole team using it and never had any problems with new users learning the platform. I haven't been able to print from the system for over year year so they are losing a star for that. I think is insane that they wont let you print anything. Also they have been telling me for years they are working on the reports but nothing has changed. If they fix those two things I would be 5 stars all the way.
Built for the mortgage industry Easy to use
Cant print Reports are horrible customer support has gotten slower to respond and is slow to fix things usually have to wait till the next upgrade.
Common Aidium comparisons
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