Unite your team on one, flexible enterprise-grade CRM Platform
Bridge the gap between enterprise needs and producer workflows: from customizable pipelines to powerful automations, Aidium helps everyone in your organization level up on one CRM platform—while giving enterprise leaders the management tools they need.
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Automation
Enterprise automation that drives efficiency
Scale your operations with powerful, no-code automations. Choose from 80+ pre-built playbooks or create custom workflows. Control which teams can customize automations and maintain oversight of all automated processes.
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Communications
Compelling and compliant communications
Bring all your producers' communications into one platform. Give them powerful tools for SMS, email, and calling while making compliance and brand consistency easy. Enhance messages with Canva designs and automate communications at scale.
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Team-Level Customization
Team-level customization options
Aidium makes it easy for producers to configure their CRM to match they way they work. No need to go through admin or support requests. Also, teams with permissions can create custom automations and content. Easy customization is a winner with top producers.
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Pipeline Management
Flexible pipelines that work the way your teams do
Give your teams customizable, intuitive pipeline views while maintaining enterprise visibility. Let producers configure their pipelines while you keep clear oversight of contacts and transactions across your organization.
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Task Management
Integrated task management
Drive accountability and organization with flexible task management. Create, assign, and automate tasks across teams while giving producers a clear view of their priorities. Perfect for managing everything from borrower follow-ups to team projects.
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Enterprise Management & Compliance
Robust enterprise management and compliance controls
Aidium helps you safeguard your brand, manage and grow your talent, and maintain compliance. With robust user permissioning, brand management tools, and compliance guardrails built-in, it’s easy to run your business smoothly.
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One CRM platform to unite your teams
Stop choosing between enterprise control and producer satisfaction. Aidium's mortgage CRM Platform drives high CRM adoption rates, works well for loan officers and top producers, and helps everyone level up.
Enterprise control
Maintain brand consistency, ensure compliance, and standardize processes across your organization while giving teams the flexibility they need to succeed.
Producer satisfaction
Give your producers a CRM they'll actually want to use. Easy customization, intuitive workflows, and powerful automation tools drive industry-leading adoption rates.
Measurable ROI
Track performance, optimize campaigns, and identify new opportunities with comprehensive analytics and AI-driven insights.
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