Pipedrive vs Aidium

Zoho CRM

HubSpot Marketing Hub

monday.com

Cloud ERP

charles

Orangedox

Compare Pipedrive and Aidium based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2026.

Zoho CRM is a cloud-based customer relationship management (CRM) solution that helps businesses of all sizes close deals smarter, better and faster. The solution lets businesses reach customers through every channel, including telephone, email, social media, and live chat.

HubSpot Marketing Hub is a scalable, all-in-one platform for inbound marketing, combining content marketing, marketing automation, social media, analytics, and more, for marketing teams of all sizes to grow traffic, convert leads and track customers, all in one place

monday.com is a cloud-based Work OS, where teams create workflow apps in minutes to run their processes, projects, and everyday work. Teams shape workflows and projects, code-free, with a platform that adapts to shifting needs, liberates teams from manual grunt work, and connects teams in a collaborative work space.

Pipedrive is a web-based sales CRM solution that helps sales teams of all sizes and industries close more deals. Pipedrive lets salespeople, business owners and everyone in between focus on selling with its customizable sales pipelines, real-time insights and AI-based features.

Access Controls/Permissions

Account Management

Accounting

Activity Dashboard

Activity Tracking

AI Copilot

AI/Machine Learning

Alerts/Notifications

Appointment Management

Appointment Scheduling

Automated Responses

Autoresponders

Batch Processing

Business Card/Badge Scanning

Buyer Management

Calendar Management

Calendar Sync

Calendar/Reminder System

Call List Management

Call Management

Call Recording

Campaign Management

Chatbot

Churn Management

Click Tracking

Client Tracking

Client/Property Matching

Code-free Development

Collaboration Tools

Communication Management

Configurable Workflow

Contact Database

Contact Management

Content Delivery

Content Management

Contract/License Management

Customer Database

Customer Engagement

Customer History

Customer Journey Mapping

Customer Management

Customer Segmentation

Customer Support

Customizable Branding

Customizable Fields

Customizable Reports

Customizable Templates

Customization

Dashboard

Dashboard Creation

Data Entry

Data Extraction

Data Import/Export

Data Management

Data Security

Data Synchronization

Data Visualization

Deal Management

Document Management

Document Storage

Donor Management

Drag & Drop

Drip Campaigns

Email Campaign Management

Email Management

Email Marketing

Email Response Control

Email Templates

Email Tracking

Estimating

Expense Tracking

Feedback Management

Field Sales Management

File Management

For AEC Industry

For Financial Institutions

For Healthcare

For Insurance Industry

For Mac Devices

For Nonprofits

For Real Estate

For Real Estate Agencies

For Sales Teams/Organizations

For Small Businesses

For Startups

Forecasting

Generative AI

Geotargeting

Goal Management

Goal Setting/Tracking

Graphical Data Presentation

Inbox Management

Interaction Tracking

Internal Chat Integration

Landing Pages/Web Forms

Lead Capture

Lead Distribution

Lead Engagement

Pipedrive

Android

Linux

Web-based

Windows

iPad

iPhone

Digital Marketing Manager (Fintech and Financial Services)

They have some great videos to help with anything that might come up and I am very happy with their customer support. They usually get back to me within a few hours at the latest.

Team Manager

Overall, Pipedrive has been an awesome tool. It helps stay focused on the most important stuff.

Account Manager

The quote management function is the best part of this, reminding you of outstanding quotes and previous approved deals.

IT Manager

My biggest issue was during the implementation process. We quickly found their programming to be inferior to SalesForce and decided to cut our losses to spend a little more on them.

Software Developer

Pipedrive is now the most preferred sales management tool for our portfolio companies, and it is perfect not to mention the beauty of its interface.

Director

I love that Pipedrive has chosen to open up these integrations to all users on their platform. This is huge win for small business owners looking to grow with them.

BUT when we saw that they charged us again for a full year we asked to cancel the service and they refuse to refund us for the unused year because they  already charged it.

Sales 

Customer Service is Amazing and Responsive. I love how far PipeDrive has came compared to when they started.

It has been extremely useful in helping us streamline our sales processes. Using Pipedrive was a great experience.

Director of Sales

PipeDrive is functional CRM platform and a viable/cheaper alternative to SalesForce and other counterparts. It is easy to use and has a wonderful graphical interface.

Owner 

I am very pleased with this CRM overall. I tried others and wasn't as happy.

Marketing Manager

Impressed by the clean interface and easy management within the platform.

Business Development Executive

Useful excellent integration with other products such as Trello and Slack.

Hands down Pipedrive has the most comprehensive integration marketplace for the best price period.

Owner

The customer service and the overall functionality of this product is terrible.

An Affordable CRM that is both Feature Rich and Easy to Use.

Entrepreneur

It's too bad that we couldn't use pipedrive as a CMS in the same time, while other CRMs offered a CMS implementations as well as SEO features. Reporting cost is a bit expensive (200$ per month).

Project Manager

We chose it because I received recommendations from my network. Great value for the money, and you are valued as a customer.

Pipedrive screenshot: Pipedrive kanban-style dashboard

Pipedrive screenshot: Pipedrive organization management

Pipedrive screenshot: Pipedrive sales inbox

Freelancers

Large Enterprises

Mid Size Business

Non Profit

Public Administrations

Small Business

charles assists companies in pioneering conversational commerce by integrating shop systems, chat apps, and bots in a single platform. Key features include lead distribution & qualification, analytics, human handover, one-to-one messaging, real-time conversations, multi-chat, automation, and more.

Orangedox is a cloud-based software that helps Dropbox and Google Drive users store, track, customize, and share documents to streamline sales, marketing, and compliance processes. Content creators can publish Lightroom presets, DNG filters, or graphics and distribute them using a shareable link.

BizAutomation Cloud ERP Software offers a suite of integrated business management applications for small to medium-sized businesses. It includes order management, supply chain, inventory control, accounting, CRM, manufacturing, and project management on one platform. Utilizing a Data-Mirror architecture for faster performance via direct T-SQL stored procedures, it removes the need for multiple applications and supports integration with various marketplaces and e-commerce platforms.

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.

Client Database

Client Management

For Brokers

Lead Generation

Lead Management

Lead Qualification

Loan Management

Loan Origination

Loan Servicing

Marketing Automation

Multi-Channel Communication

Pipeline Management

Referral Tracking

Reporting & Statistics

Reporting/Analytics

Revenue Management

Sales Pipeline Management

Sales Reports

Task Management

Third-Party Integrations

Workflow Management

Aidium

Mortgage Consultant

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.

Sales Manager

Also,  the ongoing support is amazing. As I continuously want to improve my communication with my referral partners, I constantly reach out to him and he's there to assist me with a smile.

Managing Partner

It keeps us in front of our clients (past, present and potential) and is a great way for us to stay organized and on top of our pipeline. Amazing support and training from the get-go.

Loan Originator 

The software is so simple to understand but also very powerful. Other softwares are so difficult to learn but Whiteboard makes it so pleasant that you WANT to use it.

I've used the "big name" ones before but the learning curve is crazy and I Whiteboard offers a total package at a great price. WB is easy to use and their support is fantastic.

First of all the Owner and Managers are real people and they really care about their customers. They care deeply for innovation and it shows.

Mortgage Advisor 

GOAT!!! I love the continuous development. WB is always looking for ways to improve and their not just talking about it.

Lead Coordinator

Whiteboard has been an absolute Game Changer for our company. The ease of use is by far the best part of the software.

I had an extremely poor experience with this company and their customer service has basically become unresponsive. I have moved my database elsewhere.

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.

Loan Officer

Very little is customizable. And when asking the customer service rep if certain features are/would become available, the standard answer was "I'll pass that along to the development team.

Pipedrive vs Aidium Comparison (2026)

Pipedrive vs Aidium Comparison (2026)

Pipedrive

Aidium

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives