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What is MyBasicCRM?

MyBasicCRM is a versatile and intuitive CRM platform designed to cater to the specific needs of various industries, all within a single comprehensive plan. It empowers users to efficiently manage contacts, orders, quotes, products, teams, and leads. Furthermore, MyBasicCRM integrates effortlessly with major accounting software, social media networks, marketing and lead generation applications, call centers, PBX systems, and ERP solutions. A top priority for MyBasicCRM is maintaining the security and confidentiality of our users' information. Our dedicated team of professionals consistently complies with crucial regulations and industry standards to ensure the safe handling of your business operations. By opting for MyBasicCRM, you gain confidence that your data will be managed with utmost care and professional integrity, allowing you to focus on growing your business without concerns about data security. This commitment to excellence makes MyBasicCRM a trusted choice for businesses seeking a reliable CRM solution.

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

Facebook
ARIVE
BoomTown
Encompass
Google Calendar
INBOX
Instagram
LeadMailbox
LendingPad
Mailchimp
Microsoft Outlook
OSE
Redfin
SimpleNexus Mortgage Platform
Trulia
WhatsApp
Zapier
Zillow
leadpops
realtor.com

Integrations Supported

Facebook
ARIVE
BoomTown
Encompass
Google Calendar
INBOX
Instagram
LeadMailbox
LendingPad
Mailchimp
Microsoft Outlook
OSE
Redfin
SimpleNexus Mortgage Platform
Trulia
WhatsApp
Zapier
Zillow
leadpops
realtor.com

API Availability

Has API

API Availability

Has API

Pricing Information

$8.90 per month
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

MyBasicCRM

Date Founded

2011

Company Location

Canada

Company Website

mybasiccrm.com

Company Facts

Organization Name

Aidium

Date Founded

2019

Company Location

United States

Company Website

thinkaidium.com

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

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

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