# Aidium Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Aidium Software - reviews, pricing plans, popular comparisons to other CRM products and more. Source: https://www.capterra.com/p/212172/Whiteboard-Mortgage-CRM --- # Aidium Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Aidium ## What is Aidium? Aidium is a Mortgage CRM that streamlines tasks, sets up contact methodologies, ranks leads, oversees referral partner ties, and handles reporting. Beyond being just a CRM, Aidium acts as an independent Engagement Platform, orchestrating multi-faceted marketing via platforms like email, SMS, and phone calls. It boasts a rich repository of ready-made strategies and content, combined with top industry guidelines, ensuring optimized engagement, conversion, and sales proficiency. ## What is Aidium used for? [CRM](https://www.capterra.com/customer-relationship-management-software/)[Mortgage](https://www.capterra.com/mortgage-and-loans-software/)[Sales Tracking](https://www.capterra.com/sales-tracking-software/) Top alternative Featured Overall rating Based on 13 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Contact vendor for pricing Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Aidium?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://thinkaidium.com&name=Aidium) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Aidium 4.4 (13) VS. [4.8 (285)](https://www.capterra.com/p/9277/The-Mortgage-Office/reviews/) Starting Price Contact vendor Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.4 (13) Ease Of Use 4.7 (96) Value For Money 4.4 (13) Value For Money 4.7 (81) Customer Service 4.3 (13) Customer Service 4.8 (90) ## Aidium alternatives [4.8 (5)](https://www.capterra.com/p/166075/Financial-CRM/#reviews) Starting price $325.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [4.7 (133)](https://www.capterra.com/p/130149/bpm-online-CRM/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.5 (4,458)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [4.4 (18,777)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/212172/Aidium/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Contact Management 3.0 (2) 0.00% of 2 reviewers that rated this feature as important or highly important Manage, organize, and store contact information CRM 3.0 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Lead Management 3.0 (2) 0.00% of 2 reviewers that rated this feature as important or highly important Store information about leads or contacts and track, manage and nurture them throughout the sales process Loan Management 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Distribution and delivery of funds to approved borrowers Loan Servicing 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Process of collecting loan interest and escrow payments from a borrower. Pipeline Management 1.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. Aidium 30 features Application programming interface that allows for integration with other systems/databases Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Electronic storage of stakeholder contact information Manage contact details and communication with clients Manage, organize, and store contact information Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Assembly of graphs and charts for visualizing and tracking statistics/metrics Create and send email blasts/campaigns Used by brokers Track interaction history by documenting conversations for contacts Automatically identify and save contact information of potential customers Manage the process of attracting and converting business prospects into leads Store information about leads or contacts and track, manage and nurture them throughout the sales process Score a lead on their quality or likelihood to buy based on certain behaviors Distribution and delivery of funds to approved borrowers Process of securing a loan from a bank or any other lender. Process of collecting loan interest and escrow payments from a borrower. Automate workflows and trigger campaigns based on customer actions Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. Log and store the source of contacts/leads Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Monitor sales and make necessary adjustment in order to increase demand and revenue Pipeline view and tracking lead status Reports specific to sales analysis for trends and strategies Create, manage and track all task activities and progression Addition of necessary external data, applications, tools, or features Set up connections to third-party platforms to improve business processes Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 4.2 (13) 4.2 Based on 13 reviews ## Pricing Value for money 4.4 (13) ### Starting price Contact vendor for pricing Free trial not available Value for money 4.4 (13) 4.4 Based on 13 reviews ## Integrations [ nCino’s Mortgage Suite](https://www.capterra.com/p/169464/The-Nexus/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.3 (13) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.3 (13) 4.3 Based on 13 reviews ## User reviews Overall rating 4.4 Based on 13 reviews Filter by rating 5(11) 4(0) 3(0) 2(0) 1(2) Mentioned topic Sorted by most recent Russell B. Senior Loan Officer Financial Services ### "Great Product!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 20, 2024 Pros \[sensitive content hidden\] was fantastic in the implementation. The product was an excellent product and provided all of the functionality I need in a CRM and more! Cons Nothing to mention at all. There was nothing Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor August 29, 2024 Hi Russell — We're so happy to hear you had a great implementation experience. Changing CRMs is never fun, but our goal is to make the transition as painless as possible. Thanks for the review! JW Jimmy W. Branch Manager Real Estate ### "Amazing Product!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 29, 2024 Pros Aidium's system is outstanding, but their customer service, especially \[sensitive content hidden\] - puts them over the top. Don't look any further for your CRM solutions than Aidium. Cons I love everything about it from the customer service to the platform itself Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AU Anonymous User VP Financial Services ### "Avoid" 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 October 20, 2023 I had an extremely poor experience with this company and their customer service has basically become unresponsive. I have moved my database elsewhere. Pros Poor customer service. Buggy system. Unusable on a daily basis. Cons Most of the reviews listed on this site were for Whiteboard which was bought out and is no longer available. I was a Whiteboard User for Years and it was bought out and no longer available Reasons for choosing Aidium Aidium was the system replacing Whiteboard. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AU Anonymous User Loan Officer Real Estate ### "Waste of Your Money... Look Elsewhere." 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 February 27, 2023 Waste of money, too restrictive with their contracts, not proactive in finding solutions or making it "right" for their customers. Pros The sales rep was very good at highlighting what potential features were under R&D. Definitely a case of over-promising and under-delivering. Cons The knowledge base is sparse at best. If you run into any issues, you have to submit a ticket. There really isn't self-solve solutions. But when tickets are submitted, you just get an auto response and a mediocre response from customer service. There isn't a dedicated rep that will make sure your problems are solved.The UI is so clunky. Very little is customizable. And when asking the customer service rep if certain features are/would become available, the standard answer was "I'll pass that along to the development team".There isn't a perfect company or product. But any company can have a "make-it-right" mindset when it comes to customer satisfaction. This company DOES NOT have that mindset. They will go through the motions of customer retention, but at the end will not provide a solution to make their customers happy. Switched from [Pipedrive](https://www.capterra.com/p/132666/Pipedrive/) The integrations and mortgage-centric marketing message was appealing. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. CK Christine K. Loan Originator Financial Services ### "BEST CRM for the Mortgage Industry" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 14, 2020 Following up being automated is a life changer! Pros First of all the Owner and Managers are real people and they really care about their customers. They care deeply for innovation and it shows! The software is so simple to understand but also very powerful. Other softwares are so difficult to learn but Whiteboard makes it so pleasant that you WANT to use it. It is also visually appealing which is important. Cons Hoping for Kanban View in the future for deals but that would just be a bonus. I don't have anything I dislike about working on WB. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JD Jeremy D. Mortgage Consultant Financial Services ### "Great Mortgage CRM" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 3.0 3.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 May 20, 2019 Having a CRM is like having another employee. Worth every penny. I have used different mortgage CRM programs over the years. Whiteboard is the best I have come across. For sure worth the money. I have my whole team using it and never had any problems with new users learning the platform. I haven't been able to print from the system for over year year so they are losing a star for that. I think is insane that they wont let you print anything. Also they have been telling me for years they are working on the reports but nothing has changed. If they fix those two things I would be 5 stars all the way. Pros Built for the mortgage industry Easy to use Cons Cant print Reports are horrible customer support has gotten slower to respond and is slow to fix things usually have to wait till the next upgrade. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. PA Paul A. Sales Manager Real Estate ### "I love Whiteboard!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 9, 2019 Pros I love everything about Whiteboard. I've used the "big name" ones before but the learning curve is crazy and I Whiteboard offers a total package at a great price. WB is easy to use and their support is fantastic! Plus I have my own dedicated account manager that's a badass and he's helped me tremendously to learn this software but more importantly to implement it on a day to day basis. Also, the ongoing support is amazing. As I continuously want to improve my communication with my referral partners, I constantly reach out to him and he's there to assist me with a smile. The ease of use is incredible from a lead, to a prospect, to a client, to a funded loan. I highly recommend WB! Thanks guys! Cons Nothing that I can think of you. I love using the product. I just used it for a realtor campaign today and its working amazing. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AK April K. Managing Partner Real Estate ### "Highly recommend!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 7, 2019 Whiteboard is perfect for our smaller platform and is able to grow as we do. It keeps us in front of our clients (past, present and potential) and is a great way for us to stay organized and on top of our pipeline. Amazing support and training from the get-go. Now with the mobile app its even better!! Spent a ton of time researching other companies but couldn't be happier with Whiteboard CRM! Pros The support and training are exceptional. I know I'll always get a response and a designated time to teach me more if I can't figure something out. Cons I didn't like that there wasn't a mobile application for me to use on the go- BUT that has been solved! Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. ZF Zach F. Lead Coordinator Real Estate ### "Game Changer" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 3, 2019 Like my title said, GAME CHANGER! Pros Whiteboard has been an absolute Game Changer for our company. The ease of use is by far the best part of the software. We have tried multiple CRMs in the past and our LO's were never willing to buy in to the system because it was "too much work." I think this is due to an amazing team training us headed up. From a managers point of view, I love the pipeline for referrers. Being able to track the amount of money each lead source/referrer brings into the company helps us decide who is worth investing back into. Cons I can't think of something that we don't like about the software, but a couple of things that I wish it could do (and it might and I haven't realized it yet) If we could text our LO's reminders instead of emailing them that would be awesome. Creating content for new custom campaigns could be a little easier/intuitive, but once rep showed me how, it is very easy to understand. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RR Rob R. Loan Agent Real Estate ### "Whiteboard CRM" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 3, 2019 I have really enjoyed using Whiteboard. It have help keep our business more organized. Pros I am fairly new to the world of CRMs, but I will say Whiteboard has been a great business decision. It helps keep my business on target. I input the information and Whiteboard sends out texts, emails, reminds etc. I have it set up for emails to be sent out to my partners on a regular basis and Whiteboard gets it done. Working with REP has been great as well. Cons Wouldn't say this is a con, but I'd love to see some educational videos. I know there is more to the Whiteboard that could help my business. Some how to videos great! Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/212172/Aidium/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)