Looking for a
Aidium alternative?
See why customers feel Shape is the better overall mortgage CRM.
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|---|---|---|
| Lead & Sales Management | ||
Multi-Record Type Organization
Shape supports multiple record types for better lead and sales management, whereas Aidium does not.
|  |  Limited functionality compared to Shape’s robust automation tools. |
| Multiple Status List Management
Shape allows users to manage multiple status lists for different pipelines, while Aidium lacks this feature.
| |  Not included. |
| Partner Management & Referral Tracking
Shape provides comprehensive partner tracking, while Aidium offers only limited functionality.
| |  Limited partner tracking capabilities compared to Shape. |
| Marketing & Automation | ||
| Pre-Built Drip Campaigns
Shape offers fully integrated drip campaigns, while Aidium has only limited options.
| | Limited functionality compared to Shape’s robust automation tools. |
| Marketing Template Library
Shape provides a vast library of marketing templates, whereas Aidium does not include this feature.
| |  Not available. |
| Marketing Analytics Tracking (UTMs)
Shape offers built-in marketing analytics tracking, while Aidium lacks this capability.
| |  Limited capabilities and requires additional configuration. |
| Communication Tools | ||
| Integrated, Cloud-Based Telephony Platform
Shape includes built-in VoIP telephony, while Aidium does not provide this feature.
| |  Not included, requiring external solutions for VoIP. |
| Live Call Monitoring
Shape allows supervisors to listen in and monitor calls in real time, a feature absent in Aidium.
| | Not available. |
Concerned about the moving process from Aidium to Shape?
Don’t be - we make it easy. We’ll migrate you to Shape quickly and with little to no downtime.
Shape is everything your mortgage company needs
Unlock ready-to-use mortgage marketing content that drives results
Shape provides a powerful suite of marketing tools, including pre-built drip campaigns, a marketing template library, and AI-powered lead scoring. Aidium lacks a dedicated marketing suite, requiring external integrations to achieve similar results.
Maximize lead conversions with powerful lead management tools
Shape excels in lead management with features like multiple pipeline views, automated prioritization, and AI-driven lead scoring. Aidium offers limited lead management capabilities, with fewer automation options and no AI-driven prioritization.
Convert more leads with CRO-optimized lead funnels
Shape includes customizable lead funnels and landing pages optimized for conversion, with built-in tracking and analytics. Aidium does not offer built-in landing pages, requiring third-party integrations for lead capture.
Streamline your mortgage process with our built-in point of sale
Shape provides a fully integrated borrower portal for digital 1003 applications, document uploads, and eSignatures. Aidium lacks a native digital 1003 solution, making loan application management more complex.
Track realtor referrals with powerful referral partnership management
Shape includes robust referral tracking, co-branding, and automated workflows for realtor partnerships. Aidium offers only basic partner tracking, making it less effective for real estate professionals.
Eliminate manual effort with seamless LOS APIs and milestone updates
Shape integrates seamlessly with LOS systems like Encompass and LendingPad, ensuring real-time milestone updates. Aidium lacks built-in LOS syncing, requiring manual updates or third-party integrations.
Eliminate manual effort with seamless LOS APIs and milestone updates
Shape provides a full-featured task and calendar system, allowing users to schedule follow-ups, sync with Google and Outlook, and automate reminders. Aidium does not offer advanced task automation, making workflow management more difficult.
Shape vs Aidium better scalable
CRM alternative
Breaking down Shape vs Aidium
Shape Software is a fully integrated CRM that simplifies sales, marketing, communication, and automation into one seamless system. Unlike Aidium, Shape offers built-in VoIP, AI-powered lead scoring, customizable pipelines, and comprehensive automation tools without additional costs. With pre-built drip campaigns, 1000+ marketing templates, real-time LOS syncing, and advanced task automation, Shape enables teams to work smarter, not harder. Businesses using Shape can scale more efficiently, enhance lead conversions, and streamline daily workflows with minimal manual effort.
Multi-Record Type Organization
Shape allows users to manage multiple record types within a single system, improving flexibility, while Aidium does not offer this capability.
Integrated VoIP & Call Tracking
Shape provides built-in VoIP calling, voicemail drops, and call tracking, whereas Aidium lacks an integrated phone system.
AI-Powered Lead Scoring
Shape offers AI-driven lead scoring to prioritize high-value leads, a feature missing from Aidium.
Full Mobile CRM Access
Shape provides a fully functional mobile CRM with in-app calling, texting, and task management, while Aidium does not support mobile access.
Aidium is a CRM designed for basic lead management but lacks key features for scaling businesses. It does not support multiple record types, built-in VoIP, or advanced marketing automation, requiring businesses to rely on third-party integrations. Aidium’s limitations in communication tools and mobile access make it less effective for growing sales teams that need a fully integrated solution.
Limited Partner Management & Referral Tracking
Aidium provides only basic partner tracking, while Shape offers a full-featured referral tracking system.
No Built-In VoIP or Call Monitoring
Aidium does not include an integrated phone system, requiring external solutions for telephony.
Limited Marketing & Automation Features
Aidium offers only basic marketing tools and lacks a built-in marketing template library.
No Mobile CRM Access
Aidium does not provide mobile support, making it difficult for teams to work on the go.
Get started with Shape today
