Visibility
Is crm & opportunity spread across separate records or teams?
Industry edition
Professional Services & Project Firms
Connect clients, proposals, people, projects, timesheets, approvals and commercial visibility.
DISCOVERY
Business challenges to discuss
Coordination
How do you connect resource planning with day-to-day ownership?
Follow-up
Which reviews, approvals or actions need clearer status?
ONE CONNECTED CORE
AURA ERP solution fit
CRM, project delivery, resource planning, timesheets, approvals, expenses, invoicing context and commercial MIS.
Suggested fit is non-binding. Module availability, industry extensions and Agent automation depend on agreed scope, data readiness, permissions and enabled integrations. Confirm exact capabilities during discovery.
BROCHURE CAPABILITIES
Capabilities for your operating model
CRM & Opportunity
Lead, client, opportunity and proposal follow-up with ownership and status.
Project Delivery
Scope, tasks, milestones, priorities, owners and client- linked project records.
Resource Planning
Team assignments, responsibilities and workload context across projects.
Timesheets / Effort
Track effort against projects and support quoted-vs-actual performance analysis.
Documents & Approvals
Proposals, contracts, submissions and controlled internal/client approvals.
Expense / Purchase Workflows
Operational purchase and expense records with role-based approvals.
Invoice / Finance Context
Connect project and client records to commercial and finance follow-up.
Management MIS
Pipeline, delivery, resource and commercial views for leadership.
WORKFLOWS & USE CASES
A connected workflow to explore
- 01
CRM & Opportunity
- 02
Resource Planning
- 03
Documents & Approvals
- 04
Invoice / Finance Context
Illustrative sequence for discovery; configuration and approval steps are agreed with your team.
SUGGESTED SCOPE
Recommended starting modules
AURA INTELLIGENCE
Relevant AI support
INTENDED BENEFITS
What a connected workflow can improve
Clearer ownership
Keep records, responsibilities and follow-up visible in the agreed workflow.
More consistent information
Connect crm & opportunity with controlled operational records.
Better review context
Bring management mis into conversations about next actions.
Suggested fit is non-binding. Module availability, industry extensions and Agent automation depend on agreed scope, data readiness, permissions and enabled integrations. Confirm exact capabilities during discovery.
YOUR NEXT STEP
Explore Professional Services & Project Firms
Explore the right scope with the AURA team.