Build the CRM Your Process Deserves
Design entities, relationships and automations visually—without engineering tickets or plugin bloat.
What You Get
Custom Modules & Fields
Model accounts, assets, subscriptions or any business entity with linked relationships.
Entity Relationship Modeling
Define one-to-one, one-to-many and many-to-many links with referential integrity.
Dynamic Layout Designer
Create role, team or stage-specific record layouts without code deploys.
Visual Workflow Builder
Drag triggers + conditions to orchestrate multi-step automations and SLA actions.
Role & Record Permissions
Granular view / edit / export policy layers and field-level restrictions.
Inline Automation
Auto-assign owners, populate intelligence fields, launch tasks and send alerts.
Reports & Dashboards Composer
Design operational and executive dashboards with drill-down & filtering.
Embedded Auri Enrichment
Summarize timelines, classify intent and recommend next best data updates.
Data Quality Guardrails
Validation, dedupe & lifecycle state logic keep the dataset clean and trusted.
Auri Protects & Enriches Your Data Layer
Inline enrichment, summarization and intent classification keep records complete, reliable and action-ready without manual busywork.
Ship Faster
Adapt CRM to process changes without waiting on engineering.
Consolidate Tools
Eliminate bolt-on workflow and form builders.
Improve Data Trust
Structured governance reduces divergence & stale records.
Reduce Admin Overhead
Automate repetitive updates & ownership logic.
Align GTM Teams
One schema across sales, support & success.
Future-Proof Architecture
Iterate configuration safely with versioned changes.
Operational agility without compromise
Empower operations teams to adapt data structure & processes as your business evolves—securely and predictably.