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Shape vs Aidium Comparison (2026)
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Good recommendations?
Overview
Shape is a cloud-based CRM, sales, & marketing automation software for businesses in industries such as legal, real estate, mortgage, finance, & education. Shape offers tools to manage & automate online marketing & promotions, capture and service leads from online sources, & more
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.
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
Video & Screenshots
Pricing
User reviews
4.5
47
5
4
3
2
1
40
1
0
3
3
- Value for money
- Ease of use
- Features
- Customer support
4.4
13
5
4
3
2
1
11
0
0
0
2
- Value for money
- Ease of use
- Features
- Customer support
Pros
Dan W.
Owner
Jack H.
CEO
Jack H.
CEO
Pros
Not enoughreviews yet
Cons
Dan W.
Owner
Dan W.
Owner
Kat A.
Sales- Sr Loan Officer
Cons
Not enoughreviews yet
- Vendor responds to reviews
- Last review11 days ago
- Vendor responds to reviews
- Last review2 years ago
Key features
- Total features163
- API
- Access Controls/Permissions
- Accounting
- Activity Tracking
- Admissions Management
- Alerts/Notifications
- Alumni Management
- Amortization Schedule
- Application Management
- Appointment Scheduling
- Assessment Management
- Asset Lifecycle Management
- Attendance Tracking
- Audit Trail
- Batch Processing
- Billing & Invoicing
- Bookstore Management
- Borrower Management
- CRM
- Cafeteria Management
- Calculators
- Calendar Management
- Calendar/Reminder System
- Call Center Management
- Campaign Management
- Candidate Management
- Cash Flow Analysis
- Catalog Management
- Chat/Messaging
- Client Database
- Client Management
- Client Portal
- Collaboration Tools
- Commercial Mortgages
- Commercial Property Management
- Commission Management
- Communication Management
- Compliance Management
- Contact Database
- Contact Management
- Contract/License Management
- Credit Reporting
- Critical Date Alerts
- Curriculum Management
- Customer Database
- Customer History
- Customer Management
- Customer Portal
- Customer Statements
- Customer Support
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Dashboard
- Data Import/Export
- Deal Management
- Digital Signature
- Document Automation
- Document Generation
- Document Management
- Document Storage
- Document Templates
- Electronic Applications
- Electronic Signature
- Email Management
- Email Marketing
- Email Templates
- Escrow Management
- Expense Tracking
- Facility Management
- Fee Management
- Financial Aid Management
- Financial Management
- For Appraisers
- For Borrowers
- For Brokers
- For Higher Education
- For Investors & Traders
- For Property Managers
- Forecasting
- Forms Management
- Full Text Search
- Fundraising Management
- Government Loans
- HUD Settlement Statements
- Housing Management
- Independent/Private
- Interaction Tracking
- Internal Chat Integration
- Invoice Management
- Knowledge Management
- Landing Pages/Web Forms
- Lead Capture
- Lead Generation
- Lead Management
- Lead Qualification
- Lead Scoring
- Lender Search
- Library Management
- Live Chat
- Loan Management
- Loan Origination
- Loan Processing
- Loan Servicing
- Marketing Automation
- Mobile Access
- Mobile App
- Multi-Branch
- Multi-Channel Communication
- Multi-Company
- Online Applications
- Online Calendar
- Online Payments
- Outsource Processing
- Parent/Student Portal
- Payment Processing
- Payment Tracking
- Performance Metrics
- Pipeline Management
- Portfolio Management
- Pre-Qualification
- Pricing Management
- Product Catalog
- Progress Tracking
- Promissory Notes
- Property Database
- Property Tax Management
- Proposal Generation
- Prospecting Tools
- Quotes/Estimates
- Referral Tracking
- Refinance Management
- Relationship Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Residential Mortgages
- Revenue Management
- Role-Based Permissions
- SMS Messaging
- Sales Pipeline Management
- Sales Reports
- Scheduling
- School District
- Scoring
- Search/Filter
- Segmentation
- Self Service Portal
- Shared Contacts
- Social Media Integration
- Special Education
- Status Tracking
- Strategic Planning
- Student Portal
- Task Management
- Task Scheduling
- Team Assignments
- Template Management
- Templates
- Territory Management
- Third Party Loan Origination
- Third-Party Integration
- Third-Party Integrations
- Time Tracking
- Transportation Management
- Visual Presentation
- Web-based Deployment
- Workflow Management
- Total features30
- API
- Access Controls/Permissions
- Accounting
- Activity Tracking
- Admissions Management
- Alerts/Notifications
- Alumni Management
- Amortization Schedule
- Application Management
- Appointment Scheduling
- Assessment Management
- Asset Lifecycle Management
- Attendance Tracking
- Audit Trail
- Batch Processing
- Billing & Invoicing
- Bookstore Management
- Borrower Management
- CRM
- Cafeteria Management
- Calculators
- Calendar Management
- Calendar/Reminder System
- Call Center Management
- Campaign Management
- Candidate Management
- Cash Flow Analysis
- Catalog Management
- Chat/Messaging
- Client Database
- Client Management
- Client Portal
- Collaboration Tools
- Commercial Mortgages
- Commercial Property Management
- Commission Management
- Communication Management
- Compliance Management
- Contact Database
- Contact Management
- Contract/License Management
- Credit Reporting
- Critical Date Alerts
- Curriculum Management
- Customer Database
- Customer History
- Customer Management
- Customer Portal
- Customer Statements
- Customer Support
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Dashboard
- Data Import/Export
- Deal Management
- Digital Signature
- Document Automation
- Document Generation
- Document Management
- Document Storage
- Document Templates
- Electronic Applications
- Electronic Signature
- Email Management
- Email Marketing
- Email Templates
- Escrow Management
- Expense Tracking
- Facility Management
- Fee Management
- Financial Aid Management
- Financial Management
- For Appraisers
- For Borrowers
- For Brokers
- For Higher Education
- For Investors & Traders
- For Property Managers
- Forecasting
- Forms Management
- Full Text Search
- Fundraising Management
- Government Loans
- HUD Settlement Statements
- Housing Management
- Independent/Private
- Interaction Tracking
- Internal Chat Integration
- Invoice Management
- Knowledge Management
- Landing Pages/Web Forms
- Lead Capture
- Lead Generation
- Lead Management
- Lead Qualification
- Lead Scoring
- Lender Search
- Library Management
- Live Chat
- Loan Management
- Loan Origination
- Loan Processing
- Loan Servicing
- Marketing Automation
- Mobile Access
- Mobile App
- Multi-Branch
- Multi-Channel Communication
- Multi-Company
- Online Applications
- Online Calendar
- Online Payments
- Outsource Processing
- Parent/Student Portal
- Payment Processing
- Payment Tracking
- Performance Metrics
- Pipeline Management
- Portfolio Management
- Pre-Qualification
- Pricing Management
- Product Catalog
- Progress Tracking
- Promissory Notes
- Property Database
- Property Tax Management
- Proposal Generation
- Prospecting Tools
- Quotes/Estimates
- Referral Tracking
- Refinance Management
- Relationship Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Residential Mortgages
- Revenue Management
- Role-Based Permissions
- SMS Messaging
- Sales Pipeline Management
- Sales Reports
- Scheduling
- School District
- Scoring
- Search/Filter
- Segmentation
- Self Service Portal
- Shared Contacts
- Social Media Integration
- Special Education
- Status Tracking
- Strategic Planning
- Student Portal
- Task Management
- Task Scheduling
- Team Assignments
- Template Management
- Templates
- Territory Management
- Third Party Loan Origination
- Third-Party Integration
- Third-Party Integrations
- Time Tracking
- Transportation Management
- Visual Presentation
- Web-based Deployment
- Workflow Management
Integrations
- Total integrations8
- BombBomb
- Clio
- Filevine
- Google Workspace
- MAXA
- Microsoft 365
- Microsoft Outlook
- Stripe Payments
- Zapier
- nCino’s Mortgage Suite
- Total integrations2
- BombBomb
- Clio
- Filevine
- Google Workspace
- MAXA
- Microsoft 365
- Microsoft Outlook
- Stripe Payments
- Zapier
- nCino’s Mortgage Suite
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