Pipeline Management
Flexible contact and transaction pipelines
Give your teams customizable, intuitive pipeline management while maintaining enterprise visibility. From contact tracking to transaction monitoring, Aidium's pipelines keep everyone aligned and automations running smoothly.
Pipeline Views
Easy-to-use pipelines keep teams in sync
Track contacts and transactions with clear, customizable pipeline views. Click any card to see full details, create saved filters for quick access to important segments, and make it easy for teams to stay updated on status changes. Perfect for team collaboration and management oversight.
Team-Level Customization
Flexibility for high loan officer adoption
Give teams the freedom to customize their pipelines without support requests or coding. Teams can create custom fields to record specific information, custom statuses to create workflows that match team processes, and custom tags to segment and track contacts effectively. Drive higher adoption by letting teams work the way they want to work.
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Automate Processes
Drag and drop cards to trigger automations
Make pipeline updates work harder with drag-and-drop automation triggers. Simply move a card to a new status, and Aidium automatically enrolls matching contacts into relevant marketing campaigns and workflows. Ensure consistent follow-up without adding manual tasks.
Learn moreIntuitive and customizable pipeline management
Balance enterprise oversight with team flexibility. Aidium's pipeline management allows enterprises to give teams the flexibility to make their CRM match their needs, while being on a system that makes it easy for organizations to manage their business and stay compliant.
Team visibility
Teams can easily stay in the loop and automate their workflows with clear views of their contacts and transactions.
Team flexibility
Let each team configure their pipeline to match their unique workflow, improving adoption and productivity.
Automated workflows
Turn pipeline updates into automatic actions. Status changes trigger relevant automations, ensuring consistent follow-up without manual work.
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