What AuraCRM is
AuraCRM is a voice-first client operations engine. After a client session you speak a short update; AuraCRM transcribes it and turns it into a set of proposals you review and approve — an updated engagement stage, a drafted follow-up email, extracted tasks and client homework, and a queued overage invoice. Nothing is sent or charged on your behalf; you stay in control of every action.
The idea in one line: you talk, it does the paperwork.
Who it's for
AuraCRM is built for premium, high-billing solo practitioners who lose hours each week to non-billable admin:
- Executive and business coaches
- Management consultants
- Private-practice therapists
- Concierge physicians
- Independent wealth advisors
What it does
- Capture a session by voice (or type a note manually).
- Understand it — transcription plus semantic extraction moves a client through a clear engagement stage: Discovery → Proposal → Active Engagement → Renewal Review.
- Draft the downstream work — a style-matched follow-up email, professional tasks, client homework, and overage invoices.
- Publish a private per-client progress portal with magic-link access.
What it does not do
- It does not send emails, create invoices, or move a client stage without your approval.
- Voice capture today is foreground, tap-to-record. Fully ambient, always-on background capture is a later, revenue-funded phase — not something AuraCRM claims to do yet.
- AuraCRM is built on a HIPAA-ready architecture. It is not a certified HIPAA product; formal certification (a signed BAA and audit) happens at go-live. See Security & privacy.
Ready to try it? Start with Getting started.