Capture
Record a session by voice or type a manual note. AuraCRM transcribes voice with OpenAI Whisper and turns it into a reviewable workflow.
AI proposals
How AuraCRM turns one spoken session into proposals you review and approve — CRM stage, follow-up email, tasks, homework, and invoices. Nothing auto-sends.
Clients
Manage clients in AuraCRM and track each engagement through a clear stage machine — Discovery, Proposal, Active Engagement, Renewal Review.
Tasks
AuraCRM separates your professional tasks from client homework, extracts both from a session, and tracks them to completion.
Invoices
AuraCRM drafts overage invoices from a session for your approval, and billing runs on direct bank transfer — no card processor.
Client portal
Curate and publish a private per-client progress portal in AuraCRM — magic-link access, homework check-off, and revocation.
Admin panel
The AuraCRM admin panel covers users and roles, subscription approvals, the waitlist, analytics, an audit log, and short links.