7 docs tagged with "features"

The AuraCRM admin panel covers users and roles, subscription approvals, the waitlist, analytics, an audit log, and short links.

How AuraCRM turns one spoken session into proposals you review and approve — CRM stage, follow-up email, tasks, homework, and invoices. Nothing auto-sends.

Record a session by voice or type a manual note. AuraCRM transcribes voice with OpenAI Whisper and turns it into a reviewable workflow.

Curate and publish a private per-client progress portal in AuraCRM — magic-link access, homework check-off, and revocation.

Manage clients in AuraCRM and track each engagement through a clear stage machine — Discovery, Proposal, Active Engagement, Renewal Review.

AuraCRM drafts overage invoices from a session for your approval, and billing runs on direct bank transfer — no card processor.

AuraCRM separates your professional tasks from client homework, extracts both from a session, and tracks them to completion.