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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Microsoft Outlook
Zapier
ActiveDEMAND
Aircall
Dropbox
Easyflow
Finder.io by 500apps
Gmail
HubSpot Marketing Hub
HubSpot Operations Hub
Insightly
LeadMailbox
NextBee
QuickBooks Online
Realtor.com
Redfin
Reply
Tilkee
Trulia
Voxloud

Integrations

Microsoft Outlook
Zapier
ActiveDEMAND
Aircall
Dropbox
Easyflow
Finder.io by 500apps
Gmail
HubSpot Marketing Hub
HubSpot Operations Hub
Insightly
LeadMailbox
NextBee
QuickBooks Online
Realtor.com
Redfin
Reply
Tilkee
Trulia
Voxloud

Pricing Details

$79 per user per month
Free Trial
Free Version

Pricing Details

$14.00/month/user
Free Trial
Free Version

Deployment

SaaS
iPhone
iPad
Android
Windows
Mac
Linux

Deployment

SaaS
iPhone
iPad
Android
Windows
Mac
Linux

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Vendor Details

Company Name

Aidium

Founded

2019

Country

United States

Website

thinkaidium.com

Vendor Details

Company Name

You Don't Need a CRM!

Founded

2013

Country

France

Website

youdontneedacrm.com

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Mortgage and Loans

Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages

Sales Tracking

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

Product Features

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Sales Tracking

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

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