Name: Auro CRM
Author: Brainvire

Help Desk

Web and Video Conferencing

Customer Support

Batch Management Software

Development

Board Management

Business Intelligence (BI)

Collaboration

Facility Management

Operational Analytics

Privacy Policy Generators

Enterprise

Accounting

Nonprofit Accounting

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Recognition

Employee Scheduling

HR Management

Payroll

Stock Option Plan Administration

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

AI Governance

Archiving

Build Automation

Cloud Cost Management

Cloud Storage

Data Collaboration

Data Mapping

Density-Optimized Servers

Email Encryption

Fraud Detection

IT Service Providers

Integration Platform as a Service (iPaaS)

Internet Performance Monitoring

Mainframe Monitoring

Managed DNS

Network Performance Monitoring

Network Simulation

Platform-as-a-Service (PaaS)

Robotic Process Automation (RPA)

Telecom Expense Management (TEM)

Web Scraping

Workload Automation

Zero Trust Security Solutions

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Blogging

Content Management

Email Marketing

Employee Advocacy

Local Marketing

Marketing Automation

Mobile Analytics

Screen and Video Capture

Search Engine Marketing (SEM)

Social Media Management

Survey & Forms Building

Web Analytics

Website Builder

Marketing

Job Site Management

Project Management

Professional Services

Customer Relationship Management (CRM)

Revenue Operations

Sales Engagement

Social Commerce

Sales

File Integrity Monitoring

Security

Camp Management

Chargeback Management

Dental

ID Card

Laboratory Information Management

Nonprofit CRM

Vertical-Specific

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Auro CRM is a fully customizable open-source CRM solution designed to assist businesses in managing their sales, marketing, and customer support operations. It is suitable for both small and large teams across various industries, including sales professionals, marketing professionals, customer support representatives, business analysts, and the real estate industry.

## Key Features

**Fully Customizable Open Source CRM**: According to the vendor, Auro CRM is a fully customizable open-source CRM platform that allows businesses to tailor the CRM software to fit their unique business needs. Users have the ability to hide unnecessary elements, add features, rejig workflows, and reshape the user interface to customize the CRM according to their preferences.

**Unlimited Users**: Auro CRM allows businesses to have unlimited users without any additional licensing costs, as claimed by the vendor. This provides flexibility and visibility into the business's growth without incurring additional CRM expenses.

**Smart Add-ons**: The vendor states that Auro CRM offers smart add-on features such as e-signatures, authenticators, custom sidebars, filters, quick-view popups, notes, alerts, and tags. These add-ons are designed to enhance productivity and provide useful features within the workflow.

**Plug n' Play Integrations**: Auro CRM easily integrates with other software used by businesses to run their operations, including websites, ERP systems, e-commerce stores, and email, text, and voice services. This integration capability allows businesses to connect their CRM software with other tools, streamlining their operations.

**Take Your CRM With You**: Auro CRM is accessible on desktop, tablet, and mobile devices, as claimed by the vendor. This mobility enables customer service teams to respond quickly and effectively, even while on the move.

**Powerful CRM Capabilities with full SuiteCRM support**: Auro CRM leverages Suite CRM, a popular open-source CRM solution, to provide a range of powerful CRM capabilities. These capabilities are incorporated into the Auro CRM platform, as stated by the vendor.

**Customize Everything**: The vendor claims that Auro CRM allows businesses to customize their CRM software to align with their unique business needs. Users can customize various aspects, such as hiding unnecessary elements, adding features, rejigging workflows, and reshaping the user interface.

**Rich Analytics**: Auro CRM provides robust reporting capabilities to help businesses identify patterns, trends, gaps, and opportunities, according to the vendor. Users can generate reports to gain insights, prioritize activities, and drive an effective strategy for customer success.

**Customer 360 Degree View**: Auro CRM offers a consolidated view of the entire customer journey, including interactions with the brand, purchase history, and customer service interactions, as claimed by the vendor. This comprehensive view enables businesses to deliver a personalized and consistent customer experience.

**Omnichannel Communication**: Auro CRM enables businesses to communicate with customers across multiple channels, including email, text, and voice, according to the vendor. This capability facilitates meaningful conversations with customers and helps maintain fruitful relationships.

AuroCRM is a CRM from Brainvire in Milpitas, used to surface potential leads, strategize the sales pipeline, automate related activities, and gain actionable insights to help close deals more quickly. Its custom fields can be used to define and build more focused target lists and segments, send omni-channel campaigns, analyse a marketing campaign's effectiveness, and automate marketing workflows as well.

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Auro 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.

Brainvire

Sales Force Automation

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

Customer data management / contact management

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

Workflow management

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

Territory management

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

Opportunity management

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.

Quote & order management

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

Interaction tracking

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

Channel / partner relationship management

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.

Lead management

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.

CRM Project Management

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

Task management

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

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

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

CRM Reporting & Analytics

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

Forecasting

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

Pipeline visualization

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

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

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

Custom fields

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

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.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

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Auro CRM

Overview

What is Auro CRM?