Mini CRM & Lead Management
Every lead from every channel, captured and tracked in one place.
A centralized lead management system that captures customer interactions from multiple channels — calls, WhatsApp, email, Instagram and more — and turns them into a single, trackable pipeline. See where every lead came from, what stage it's in, and the full history of every conversation.
- Captures leads from 5+ channels
- Conversion & engagement analytics
- Full communication history per lead
Lead sources
AURA captures leads automatically from every channel your customers already use — each one logged with full context, so nothing slips through the cracks.
Phone calls
- Every AI call becomes a lead automatically
- Captures caller intent, status and outcome
- Full transcript attached to the record
- New chats and template replies create leads
- Conversation history stays on the record
- Source tagged so you know it came from WhatsApp
- Email enquiries and campaign replies become leads
- Opens and engagement tracked per contact
- Linked to the rest of the customer's history
- DMs and comment interactions capture as leads
- Social context linked to the customer record
- Reply and follow up without leaving AURA
CRM features
Analytics dashboard
- Lead performance metrics
- Conversion tracking
- Customer engagement insights
Lead management
- View all leads in one place
- Track lead status
- Manage customer information
- Monitor communication history
What you can do with Mini CRM & Lead Management.
Unified pipeline
See New, Contacted, Interested, Follow-up, Won and Lost stages at a single glance.
Source attribution
Know whether each lead came from an AI call, WhatsApp, Instagram or email.
Follow-up tracking
Surface the leads that need attention before they go cold.
Team visibility
Everyone sees the same up-to-date customer record and conversation history.
Live in three simple steps.
Set it up
Configure it in a guided, no-code flow — pick your settings and add your business context. No engineering required.
Connect your channels
Link your phone numbers, WhatsApp, inbox or social accounts so every customer interaction flows into one place.
Let AI run it
Automate conversations and workflows, then track everything from real-time dashboards as your business grows.
Run multi-channel campaigns
Mini CRM & Lead Management plugs straight into AURA's campaign engine — launch targeted campaigns across voice, WhatsApp and email from one place, and let AI handle the follow-ups.
- Create targeted campaigns
- Select specific customer groups
- Track campaign performance
- AI-powered engagement automation
Questions, answered.
Where do leads come from?
Phone calls, WhatsApp, email, Instagram and other social channels are captured into the CRM automatically.
Can I track conversions?
Yes — the dashboard shows pipeline stages, win rates, lead health and engagement insights in real time.
Is communication history stored?
Every interaction is logged against the lead, so nothing is lost as conversations move between channels.
Everything connects to everything.
Mini CRM & Lead Management is one part of AURA. All your customer interactions, communications and lead data live in a single system — so you can automate operations, improve engagement and convert more.
See Mini CRM & Lead Management in action.
Book a personalised demo and we'll show you exactly how AURA fits your business — or start free and explore it yourself.