Aidium Reviews & Pricing

by Daily AI | Founded 2019, Boulder, Colorado

REQUEST WITH NO OBLIGATION$ Request Pricing Get Free Demo

Request Pricing Request Demo

Overview Pricing Benefits Reviews Features

Categories:

What is Aidium?

Industry Specialties: Mortgage, Real Estate.

Aidium is a sophisticated software solution designed to streamline task management within the mortgage industry, serving as a comprehensive Mortgage CRM. It is particularly suited for mortgage brokers, loan officers, and real estate professionals who require efficient client relationship management. The platform offers unique benefits such as enhanced lead tracking, automated follow-ups, and robust reporting capabilities, which help users maintain organized workflows and improve customer interactions. Users appreciate its intuitive interface and customizable features that cater to specific business needs. Compared to similar products, Aidium is praised for its user-friendly design and effective integration capabilities. Pricing details are not explicitly available, and interested parties are encouraged to contact SelectHub for a tailored quote. Aidium stands out for its ability to adapt to the dynamic needs of the mortgage sector, providing a reliable and efficient tool for managing client relationships and optimizing business processes.

PRICE

COMPANY SIZE

DEPLOYMENT

PLATFORM

Try Before You Buy.

Request a Free Demo Today!

Request Demo

It's completely free!

Product Screenshots and Videos

Aidium Pricing

Based on our most recent analysis, Aidium pricing starts at $100 (Monthly).

Get Price Quote

Price: $
$
$
$
$

i
Starting From: $100
Pricing Model: Monthly
Free Trial: No

Training Resources

Aidium is supported with the following types of training:

Documentation
In Person
Live Online
Videos
Webinars

Support

The following support services are available for Aidium:

Email
Phone
Chat
FAQ
Forum
Help Desk
Knowledge Base
Tickets
Training
24/7 Live Support

Aidium Benefits and Insights

Why use Aidium?

Key differentiators & advantages of Aidium

Enhanced Client Relationships: Aidium allows mortgage professionals to maintain detailed client profiles, ensuring personalized communication and fostering stronger relationships.
Streamlined Workflow Management: By automating repetitive tasks, Aidium frees up time for mortgage brokers to focus on high-value activities, improving overall productivity.
Improved Lead Conversion: With its robust tracking and follow-up features, Aidium helps users convert more leads into clients by ensuring timely and relevant interactions.
Centralized Data Access: Aidium provides a single platform for storing and accessing client information, reducing the risk of data loss and ensuring consistency across the team.
Customizable Reporting: Users can generate tailored reports to gain insights into sales performance and client engagement, aiding in strategic decision-making.
Regulatory Compliance Support: Aidium assists in maintaining compliance with industry regulations by keeping detailed records and providing audit trails.
Seamless Integration: The software integrates with various third-party applications, allowing for a cohesive tech ecosystem that enhances operational efficiency.
Enhanced Team Collaboration: Aidium facilitates better communication and task delegation among team members, ensuring everyone is aligned and informed.
Scalable Solutions: As a business grows, Aidium can scale to meet increasing demands, offering flexibility without compromising on performance.
Cost Efficiency: By reducing manual errors and optimizing processes, Aidium helps businesses save on operational costs and improve their bottom line.
Real-Time Updates: Users receive instant notifications on task progress and client interactions, enabling prompt responses and decision-making.
Client Retention Tools: Aidium's features support ongoing client engagement, helping businesses maintain long-term relationships and reduce churn rates.
Data-Driven Insights: The software provides analytics that help identify trends and opportunities, empowering users to make informed business decisions.
Time Management Optimization: By organizing tasks and deadlines, Aidium helps users prioritize effectively, ensuring timely completion of critical activities.
Enhanced Security Measures: Aidium employs robust security protocols to protect sensitive client data, ensuring peace of mind for both users and their clients.

Industry Expertise

Aidium is a cloud-based CRM solution specifically designed for mortgage professionals, particularly loan officers, who need to streamline their campaign planning and manage leads effectively. It offers features like automated lead follow-up, email and text notifications, and call scripts to help brokers navigate conversations with prospects.

Synopsis of User Ratings and Reviews

Based on an aggregate of Aidium reviews taken from the sources above, the following pros & cons have been curated by a SelectHub Market Analyst.

Pros

User-Friendly Design: Aidium is known for its intuitive interface, making it easy for users to adapt to the system and navigate its features.
Effective Automation: The software offers robust automation capabilities, including automated follow-ups, task reminders, and appointment scheduling, which can save users time and improve efficiency.
Strong Customer Support: Many users have reported positive experiences with Aidium's customer support team, praising their responsiveness and helpfulness in resolving issues.

Cons

System Stability: Aidium is known to have bugs and can crash, causing frustration and potentially data loss.
Customer Support: Users report poor customer service experiences, making it difficult to get help when issues arise.
Feature Gaps: The software lacks some standard CRM features, limiting its functionality for users who need those specific tools.
Pricing Complexity: Smaller businesses may find it challenging to determine the pricing structure, making it difficult to budget for the software.

Researcher's Summary:

Is Aidium the aid to your mortgage business that you need? User reviews from the past year present a mixed bag, highlighting both pros and cons of this relatively new software. On the plus side, users rave about Aidium's user-friendly interface, making it a breeze to navigate even for tech-averse individuals. The automation features, particularly for marketing tasks, are a major draw, saving users time and effort. However, the platform hasn't been without its share of hiccups. Some users have reported encountering bugs and page timeouts, which can be frustrating and disrupt workflow. Customer service has also been a point of contention for some, with experiences ranging from positive to downright disappointing.

A key differentiator for Aidium is its focus on the mortgage industry. Unlike generic CRMs, Aidium comes pre-loaded with mortgage-specific features and integrations, such as automated email sequences tailored for loan officers and integrations with popular mortgage software like Floify. This industry specialization makes Aidium particularly well-suited for mortgage professionals who want a CRM that understands their unique needs and workflows right out of the box. However, this niche focus may also limit its appeal to businesses outside the mortgage realm.

In conclusion, Aidium is like a newly built house – it has a modern design and great potential, but there might be a few kinks to work out. It's best suited for mortgage professionals, especially loan officers, who value ease of use and industry-specific features and are willing to be patient with occasional bugs or inconsistencies in customer service.

Key Features

Notable Aidium features include:

Customizable Workflows: Tailor workflows to match your unique mortgage processes, ensuring efficiency and consistency.
Lead Management: Organize and track leads with precision, from initial contact to closing, using detailed lead profiles.
Email Automation: Automate follow-ups and nurture campaigns with personalized email templates and scheduling.
Contact Management: Maintain comprehensive contact records, including communication history and notes, for easy access and reference.
Task Management: Assign and track tasks with deadlines and priorities to keep your team aligned and productive.
Reporting and Analytics: Generate insightful reports on sales performance, pipeline status, and team productivity to inform strategic decisions.
Integration Capabilities: Seamlessly connect with popular mortgage tools and platforms to streamline data flow and reduce manual entry.
Mobile Access: Access your CRM on-the-go with a mobile-friendly interface, ensuring you stay connected and informed wherever you are.
Document Management: Store and manage important documents securely within the CRM for easy retrieval and sharing.
Pipeline Management: Visualize and manage your sales pipeline with customizable stages and real-time updates.
Client Portal: Provide clients with a secure portal to upload documents and track their loan progress, enhancing transparency and communication.
Compliance Tracking: Ensure adherence to industry regulations with built-in compliance tracking and audit trails.
Role-Based Access Control: Define user roles and permissions to protect sensitive information and maintain data integrity.
Calendar Integration: Sync with popular calendar applications to manage appointments and deadlines efficiently.
Custom Reporting: Create tailored reports to meet specific business needs and gain deeper insights into operations.