Overview

Aurea CRM web is a web-based application that accesses the Aurea CRM database and that include a large number of standard CRM processes.

Employees can use Aurea CRM to manage customer-related activities, search for and edit their contact persons and check current revenues. Aurea CRM is a fully-fledged CRM solution. The data displayed by the system depends on your role. Access rights are defined by your administrator.

Aurea CRM web's user interface is easy to use. This document provides an overview of the core modules and the business specific modules for the following business models:

Business to Business (BTB) - In this model the sales and services are mainly targeted to buinesses who resell them to consumers.

Over The Counter (Business to Consumer/B2C) - In this model the sales and services are targeted directly to consumers.

Financial Services (FS) - This model provides solution for the finance industry.

The Aurea business logic solution can help you with marketing, sales and servies related process. The industry specific flavors on top of the core module prodives you with the dexterity to run your business with ease and efficiency. For indistry specific documentations, see Aurea Web User Manual - LSI, FSI, ISI.