Name: Aurea CRM
Rating: 6 (7 reviews)
Author: Aurea

Help Desk

Web and Video Conferencing

Customer Support

Interactive Application Security Testing (IAST)

Development

Audit

Board Management

Business Intelligence (BI)

Collaboration

Enterprise Legal Management

Transportation & Logistics

Enterprise

Accounting

Anti-Money Laundering (AML)

Subscription Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Recognition

HR Management

Payroll

Succession Planning

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

3D Printers

Application Delivery Controllers (ADC)

Bot Mitigation

Cloud Storage

Computerized Maintenance Management Systems (CMMS)

Data Mapping

Data Pipeline

Desktop Management

Desktop Outsourcing

Extended Detection and Response (XDR)

Fraud Detection

Hosted Virtual Desktop

IT Operations Analytics

Infrastructure-as-Code (IaC)

Integration Platform as a Service (iPaaS)

Internet of Things (IoT)

Interoperability

Network Performance Monitoring

Relational Database Management Systems

Smart Contracts

Tape Storage

Vulnerability Management

Workload Automation

Information Technology

A/B Testing

AI Writing Assistant Software

Ad Serving & Retargeting

Affiliate

All-in-One Marketing

Contact Management

Content Management

Contest Management

Digital Asset Management

Email Marketing

Gamification

Marketing Automation

Search Engine Marketing (SEM)

Social Media Management

Survey & Forms Building

Video Collaboration

Web Analytics

Marketing

Project Management

Transcription

Professional Services

Customer Relationship Management (CRM)

Intelligent Virtual Assistant

Multichannel Retail

Presales

Sales

Certificate Lifecycle Management

Database Security

GDPR Compliance

Security

Construction Accounting

Hotel Management

Loan Servicing

Vertical-Specific

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### Sales Management
Users consistently highlight Aurea CRM's sales management as a key strength, emphasizing its effectiveness in tracking sales, managing sales teams, and analyzing sales performance through KPIs. The system's intuitive interface and comprehensive features have streamlined sales operations, enabling users to make informed decisions and drive sales growth. Positive feedback underscores the system's ability to enhance sales strategies, optimize sales pipelines, and facilitate team collaboration in various industries. The mobile access option and user-friendly design further contribute to the overall positive user experience with Aurea CRM's sales management functionalities.

### Marketing and Lead Generation
Users generally praise Aurea CRM for its robust marketing and lead generation capabilities. The positive feedback highlights the system's effectiveness in attracting new customers, increasing web traffic, and enhancing sales through its marketing tools. While some users have noted minor shortcomings such as the initial lack of certain features like email marketing and lead scoring, overall, the consensus leans towards Aurea CRM being a valuable asset for businesses looking to improve their marketing and lead generation strategies. The system's ability to streamline sales processes, manage team activities, and provide mobile access options further solidifies its position as a reliable tool in the realm of marketing and lead generation.

### Customer Information Management
Users consistently praise Aurea CRM's customer information management capabilities. They highlight the ease of managing customer information, accessing important data in real-time, and the streamlined workflow that minimizes time wastage. The tool's user-friendly interface and integration with other systems like Outlook are also commended. Additionally, the secure management of customer history is a key feature that users appreciate, allowing for efficient tracking of customer interactions and decision-making support. The ability to store comprehensive work history and client information in one accessible system is seen as a significant advantage by users, facilitating quick and informed decision-making processes.

### Task and Interaction Management
The reviews suggest that while Aurea CRM offers ease of customer interaction and cloud support, users have highlighted areas for improvement in task management and communication features. Some users find the software lacking in essential functionalities like email marketing, lead scoring, and efficient task management. Despite initial support challenges, recent improvements have been noted. Users recommend implementing enhancements to make customer interaction and task management more efficient and user-friendly.

Users commonly recommend the CRM service for its stability and power in managing client portfolios, marketing, and customer relations. They have highlighted that the CRM provides detailed solutions to improve sales, increase website traffic, and acquire new customers. Users suggest implementing the CRM as it greatly facilitates customer interaction, improves overall performance, and contributes to the success of businesses. With its robust features and reliability, the CRM is a valuable tool for businesses seeking effective client management and enhanced marketing strategies.

Users of this product have found it to be highly efficient in routing calls and accessing customer information. By sorting incoming calls to the correct department, call times are reduced, and service levels are improved. Additionally, having all information in one place saves time and improves productivity. Customers have reported that the product's CRM management capabilities have helped increase sales and attract traffic to their websites. The app's holistic approach, combined with cloud support and mobile accessibility, allows for easy interaction with customers from anywhere. Furthermore, users have praised the product for simplifying customer management and improving customer support. With the ability to track customer interactions and improve processes, organizations can streamline their operations. The standard CRM functionality for prospect management, documentation, and customer engagement has been highly valued by users. Customers appreciate the ease of use when navigating financial procedures and accessing customer accounts for better interaction and management. The flexibility of customizing the CRM program to specific industries and company needs has been a notable feature for many users. Users have also lauded the product's ability to generate activity reports, create offers, follow up on opportunities, manage projects, send emails for product information and marketing event invitations, as well as produce meeting reports. By leveraging these features, organizations have seen improvements in their sales and business development activities. Lastly, customers have commended this product for providing solutions with lower costs for server reliability and cost-effectiveness.

Overall, this product offers a range of use cases that enable businesses to efficiently manage their customer relationships while improving productivity and service levels.

Starter

Professional

Unlimited

1,000 Emails

5,000 Emails

10,000 Emails

Aurea CRM

Customer Relationship Management applications are used to manage a company’s interactions with customers, clients, and sales prospects. 

It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.

Likelihood to Recommend

Usability

Sales Force Automation

CRM Project Management

CRM Reporting & Analytics

Customization

Platform

Customer data management / contact management

Workflow management

Territory management

Opportunity management

Quote & order management

Interaction tracking

Channel / partner relationship management

Lead management

Task management

Reporting

Forecasting

Pipeline visualization

Customizable reports

Custom fields

Custom objects

Mobile access

Aurea is the technology behind some of the world’s greatest customer experiences, for the largest and most successful brands. Aurea’s platform, engagement, and vertical solutions help companies create exceptional, end-to-end experiences for their customers – driving both retention and growth. Aurea’s products include process management, messaging, customer relationship management, email marketing, and collaboration software, as well as industry solutions for retail, insurance, energy and life sciences. Aurea is an affiliate of ESW Capital.

Aurea

This is the technique of using software to automate certain sales-related tasks.

The software acts as a single source for all customer data and enables users to access that data efficiently.

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Users can defines salesperson territories based on customer or market characteristics.

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Users can create, process and fulfill price quotations and sales transactions.

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Software provides a broad range of standard and the ability to build custom reports.

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

The software helps users accurately forecast sales based on volume and conversion metrics.

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Users can create reports and dashboards unique to their needs.

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Users can create custom fields to store additional information on standard and custom objects.

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Aurea CRM

Overview

What is Aurea CRM?