Team-Level Customization
Team-level customization to satisfy all your producers
Aidium makes it easy for producers to configure their CRM to match their unique workflows—all on their own, without support requests or coding. Give your teams flexibility and autonomy, while maintaining enterprise control and oversight.
Custom Statuses
Let teams configure their pipelines with custom statues
Take control of your data collection with customizable contact and transaction fields. Create text, number, and date fields unique to your team at the click of a button—from anniversary dates to gift ideas to additional transaction details.
Custom Fields
Let teams record unique data with custom fields
Take control of your data collection with customizable contact and transaction fields. Create text, number, and date fields unique to your team at the click of a button—from anniversary dates to gift ideas to additional transaction details.
Custom Contact Tags
Let teams create unique audience segments in a snap
Organize contacts your way with custom tags that make sense for your business. Easily create and manage marketing segments like "First time homebuyers" or "Veterans" to power targeted campaigns and streamline contact management.
Custom Automations
Give top producers flexibility with our no-code automation builder
With enterprise permission, select Aidium users can easily create custom automations using Aidium's intuitive no-code automation builder. Great for top producers who want to customize their workflows, they can create tailored sequences that match their unique processes.
Customizable Collateral
Let producers you trust create custom, on-brand content
Producers that admin allow can design custom marketing materials for their team. Aidium offers the ability to build custom comarketing forms, flyers, and single-property sites right in-app.
One platform, endless possibilities for every team
Aidium's team-level customization capabilities empower all your producers to adjust their CRM to their needs, making it the perfect enterprise CRM solution that drives real adoption across your organization.
Hire and retain top producers
Aidium's easy-to-customize platform is a winner for Top Producers. They can customize their CRM to meet their needs, all without the price tag of other DIY solutions.
Less work for heads of marketing
Tired of fielding simple CRM customization requests from your LOs? Free up your time by making it dead simple for your producers to compliantly customize their CRMs.
Unite your organization
With a flexible system that can make all your producers happy, enterprise executives can reduce tech bloat, reduce data silos, streamline operations and stay compliant easily.
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