Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • HubSpot CRM Reviews & Ratings
    24,178 Ratings
    Company Website
  • Pipedrive Reviews & Ratings
    8,713 Ratings
    Company Website
  • Shape Software Reviews & Ratings
    131 Ratings
    Company Website
  • Pipeliner CRM Reviews & Ratings
    735 Ratings
    Company Website
  • SalesNOW Reviews & Ratings
    89 Ratings
    Company Website
  • Act! Reviews & Ratings
    40 Ratings
    Company Website
  • Repfabric Reviews & Ratings
    54 Ratings
    Company Website
  • BoldTrail Reviews & Ratings
    2,080 Ratings
    Company Website
  • SKU Science Reviews & Ratings
    16 Ratings
    Company Website
  • JobNimbus Reviews & Ratings
    550 Ratings
    Company Website

What is Apex 72?

Monitor your sales performance closely to guarantee that you are on track to meet your objectives. Tailored features that cater to your specific business requirements are readily accessible. With the appealing client experience provided by Apex 72, you can securely gather personal information from clients while offering them a unique and customized interaction. The integrated dashboard from APEX 72 enables managers to stay informed through viewing and reporting capabilities. Improve the client discovery stage with our cutting-edge and immediate fact-finding tool. Provide sales leaders with detailed reports covering activity, marketing tactics, scheduled events, and process management. Cultivate a culture of virtual transparency within your team. It's essential to recognize that effective technology plays a crucial role in allowing you to focus on the core elements of your business. Embracing technology not only enhances sales productivity but also remains a significant challenge for enterprises in various industries. The appropriate tools can empower teams to navigate these challenges and achieve enduring success, fostering a culture of continuous improvement and adaptation to market demands.

What is Aidium?

Aidium stands out as the leading all-inclusive CRM solution specifically designed for mortgage professionals, empowering you to optimize your operations, close more deals, and enhance your ROI. Transform your loan origination process by leveraging Aidium's advanced lead conversion software, which is designed to refine your lead management efforts, nurture potential clients, and convert a greater volume of leads into successful mortgage transactions. With the automation features of Aidium's mortgage CRM, you can simplify your workflows, improve client interactions, and increase lead conversion rates through intelligent automation and insights derived from data analysis. The marketing tools offered by Aidium are comprehensive and effective, boosting your lead generation strategies and encouraging client engagement, which in turn elevates your conversion rates and grows your mortgage portfolio. Your whole team can keep an eye on the sales pipeline and engage with prospects when needed, all while tracking interactions seamlessly within a single, intuitive interface. This collaborative framework not only strengthens communication among team members but also fosters a more unified approach to managing client relationships, ultimately driving better performance and results. Additionally, such a system encourages a proactive approach to client management, ensuring no opportunity is overlooked.

Media

Media

Integrations Supported

ARIVE
BoomTown
Encompass
Facebook
Gmail
LeadMailbox
LendingPad
Microsoft Outlook
OSE
Redfin
SimpleNexus Mortgage Platform
Trulia
Zapier
Zillow
leadpops
realtor.com

Integrations Supported

ARIVE
BoomTown
Encompass
Facebook
Gmail
LeadMailbox
LendingPad
Microsoft Outlook
OSE
Redfin
SimpleNexus Mortgage Platform
Trulia
Zapier
Zillow
leadpops
realtor.com

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$79 per user per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Apex 72

Date Founded

2020

Company Location

United States

Company Website

apex72.io

Company Facts

Organization Name

Aidium

Date Founded

2019

Company Location

United States

Company Website

thinkaidium.com

Categories and Features

Financial CRM

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

Sales Coaching

Assessments
Audio / Video Conferencing
Built-In Course Authoring
Call Recording
Gamification
Goal Setting / Tracking
Learning Plans
Onboarding
Performance Metrics

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

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

Categories and 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

Popular Alternatives

Popular Alternatives

HubSpot CRM Reviews & Ratings

HubSpot CRM

HubSpot
Mortgage Quest Reviews & Ratings

Mortgage Quest

Market Focus
monday sales CRM Reviews & Ratings

monday sales CRM

monday.com
Freshsales Reviews & Ratings

Freshsales

Freshworks
monday sales CRM Reviews & Ratings

monday sales CRM

monday.com