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Clients

Clients are the centre of AuraCRM. Each client has a profile, a running history of sessions and notes, and a current engagement stage.

The engagement stage machine​

Every client moves through a fixed set of stages, in order:

  1. Discovery — early conversations, understanding goals and fit.
  2. Proposal — scope, terms, and next steps are on the table.
  3. Active Engagement — the working relationship is underway.
  4. Renewal Review — the engagement is up for renewal or wrap-up.

Stages are a finite-state machine: a client can only move to a valid next stage, so the pipeline stays honest. Illegal jumps (for example, skipping straight from Discovery to Renewal Review) are disabled in the interface. Every stage change is recorded in the client's audit history, whether you make it by hand or approve it from an AI proposal.

What a client record holds​

  • Contact and engagement details.
  • Session history and manual notes (see Capture).
  • Tasks and client homework (see Tasks).
  • Invoices (see Invoices).
  • A publishable client portal.

Working with the list​

The clients list is a sortable, filterable table built for real use — search, sort, and paginate without loading everything at once. Open a client to see its full timeline and act on it.

Real-time updates​

Changes propagate in real time, so if a session finishes processing while you are looking at a client, the new tasks and proposals appear without a manual refresh.