Give every lead an owner
Bring the information together so it is easier to find and act on.
AURTIV products / AURTIV CRM
SALES / RELATIONSHIPS / OPPORTUNITIES
Customer relationship management
AURTIV Connect
Turn every conversation
into a clearer opportunity.
Keep relationships moving.
Keep companies, contacts, deals, follow-ups and manually logged interactions together in one corporate sales workspace.
Explore the connected Corporate Suite View AURTIV CRM plans from ₹999/monthTry free for 15 daysYour company organization. One secure AURTIV Suite login.
Customer relationship managementAURTIV Connect
BUILT FORSales teamsGrowing agenciesAccount managersAlready a customer? Sign in ↗︎
FROM DAILY WORK TO YOUR NEXT MOVE
Make the next sales action obvious.
Connect customer context, pipeline stages, follow-ups and team visibility around each opportunity.
STEP 01 / A SHARED WAY OF WORKING
Enquiry capture
Keep the starting record, its owner and its next action together. Your team can work from the same context.
WORKFLOW SNAPSHOTSample data
See where work stands.
One view of the stages your team manages.
Enquiry capture
16
Qualification & owner
12
Deal & next action
8
Forecast & handover
5
Illustrative records by stage. This is an example, not live customer data or a performance claim.
Keep the customer history together
Use structured stages, ownership and review points to keep work moving.
Review pipeline movement with evidence
Use the records you already capture to plan your next action.
WHAT A MORE CONNECTED DAY CAN LOOK LIKE
Less searching.
More clarity about the work.
Keep customer relationships and next steps in the same place so a growing sales team can act with context.
A clearer sales picture
Keep lead details and deal context in one place.
Better accountability
See the owner, next contact date and stage for each opportunity.
Less missed follow-up
Spot overdue tasks before promising a customer the next step.
HOW THE WORK CONNECTS
One workflow.
A clearer path forward.
Follow a typical journey through AURTIV CRM. Each step gives the next person useful context.
Capture contacts
Contacts & companies
Move the pipeline
Open opportunities
Follow up & close
Follow-ups due
Review progress
Use the current workspace reports and activity history to check next steps.
EXPLORE THE FEATURES
Understand what it does.
See how it helps.
Select a capability to explore what your team can do, the practical benefit and a real example. Your organization’s enabled modules and roles govern actual access.
FEATURE 01CORPORATE SUITE
Contacts & companies
What your team can do
Keep contact lifecycle, ownership, company links and searchable records together.
How it can help your business
Keep lead details and deal context in one place.
- Organization-scoped records
- Existing Corporate Suite access controls
- Current product workflow
AN EVERYDAY EXAMPLE
Discuss this workflow for your business ↗︎An account manager links a new buyer to an existing company record.
FEATURE 02CORPORATE SUITE
Sales pipeline
What your team can do
Track stage, probability and expected close dates for every deal.
How it can help your business
See the owner, next contact date and stage for each opportunity.
- Organization-scoped records
- Existing Corporate Suite access controls
- Current product workflow
AN EVERYDAY EXAMPLE
Discuss this workflow for your business ↗︎A sales rep moves an opportunity to Proposal and records its expected close date.
FEATURE 03CORPORATE SUITE
Activities & follow-ups
What your team can do
Log conversations and set due-date tasks for timely follow-up.
How it can help your business
Spot overdue tasks before promising a customer the next step.
- Organization-scoped records
- Existing Corporate Suite access controls
- Current product workflow
AN EVERYDAY EXAMPLE
Discuss this workflow for your business ↗︎A team member logs a meeting and creates a dated follow-up.
FEATURE 04CORPORATE SUITE
Sales overview
What your team can do
See open pipeline value, overdue follow-ups and weighted deal estimates.
How it can help your business
Keep lead details and deal context in one place.
- Organization-scoped records
- Existing Corporate Suite access controls
- Current product workflow
AN EVERYDAY EXAMPLE
Discuss this workflow for your business ↗︎A manager reviews open value and overdue contact tasks.
FEATURE 05CORPORATE SUITE
Controlled data
What your team can do
Organization-scoped records, audit entries and manual CSV exports.
How it can help your business
See the owner, next contact date and stage for each opportunity.
- Organization-scoped records
- Existing Corporate Suite access controls
- Current product workflow
AN EVERYDAY EXAMPLE
Discuss this workflow for your business ↗︎An admin checks organizational audit records after an update.
FEATURE 06CORPORATE SUITE
Internal notifications
What your team can do
Record deal-won updates through native AURTIV Suite Flow rules.
How it can help your business
Spot overdue tasks before promising a customer the next step.
- Organization-scoped records
- Existing Corporate Suite access controls
- Current product workflow
AN EVERYDAY EXAMPLE
Discuss this workflow for your business ↗︎A won-deal update triggers an internal Suite notification where Flow is configured.
Features depend on enabled Corporate Suite access. No external business SaaS service or automatic cross-product data sync is implied.
ILLUSTRATIVE BUSINESS WALKTHROUGH
One enquiry. A visible path to the deal.
A buyer makes contact. Here is a realistic sequence supported by the current CRM workspace.
Map your own workflow with AURTIV ↗︎Create the company and linked contact.
↓Log the first interaction and create an opportunity.
↓Update its stage and schedule a follow-up.
↓Review the activity trail and mark the deal outcome.
FROM SCATTERED WORK TO SHARED CONTEXT
What changes
in the everyday?
The same business processes, supported by clearer records and ownership.
A COMMON STARTING POINTWITH AURTIV CRM
Leads kept in personal spreadsheets
One company-scoped contact and account directory.
Deal updates hidden in chat threads
Stages and probability recorded on each opportunity.
Follow-ups depend on memory
Scheduled tasks with visible due dates and overdue status.
ACCESS THAT FITS THE WORK
One company.
Different responsibilities.
AURTIV CRM uses AURTIV Corporate Suite membership and product-specific permissions. Access must be granted by an administrator; features do not open other organizations' records.
Organization admin
Manage members, company context and Suite permissions.
Sales team
Maintain contacts, deals, interactions and follow-up tasks within your organization.
Deal owner
Be recorded as responsible for a deal and its next steps; owner fields are not private access controls.
Sales leadership
Review the pipeline and manual activity history using organization access.
Organization-scoped recordsPermissions checked server-sideInternal AURTIV workspace
AURTIV CORPORATE SUITE · NATIVE BUSINESS SOFTWARE
Your team. Your company data.
One connected home.
AURTIV CRM is part of the AURTIV Corporate Suite. Sign in to the organization you are permitted to use and open enabled applications from one place. Features and reporting are limited by each member's roles and source access.
- 01 / IN YOUR WORKSPACE
Contacts & companies
Keep contact lifecycle, ownership, company links and searchable records together.
WORKFLOW EXAMPLEAn account manager links a new buyer to an existing company record. - 02 / IN YOUR WORKSPACE
Sales pipeline
Track stage, probability and expected close dates for every deal.
WORKFLOW EXAMPLEA sales rep moves an opportunity to Proposal and records its expected close date. - 03 / IN YOUR WORKSPACE
Activities & follow-ups
Log conversations and set due-date tasks for timely follow-up.
WORKFLOW EXAMPLEA team member logs a meeting and creates a dated follow-up.
One company contextSign in to your authorized organization.
Roles and permissionsOnly permitted modules and data are accessible.
Native applicationBuilt on AURTIV's existing Cloudflare infrastructure.
Current release scope: CRM does not send email or WhatsApp messages, import leads automatically, provide private per-salesperson contact records or generate AI forecasts. Logged email activity is a record, not delivery.
Customer login ↗︎EXPLORE WHAT IS AVAILABLE
Less searching. More understanding.
The tools behind AURTIV CRM, grouped around the work they help you do. Availability depends on your plan, enabled modules and role.
Sales workspace
- Contacts, companies and deal pipelines
- Custom stages, activities and follow-ups
- Assignment, scoring and lead automation
- Forecasts and sales dashboards
Data & governance
- CSV imports and first-party forms
- Duplicate review, merge preview and history
- Custom fields and field permissions
- Owner/team record scopes
- Typed internal Flow rules
Adapt the workspace to your business
- Typed custom fields for workspace details and permitted records
- Industry-specific starter fields that you can extend
- Reviewed CSV updates to existing custom details, up to 20 rows per batch
- CSV-assisted entry into supported business forms
- Review document details before filling supported business forms
- Cloudflare document extraction with your account AI allowance
Shared account essentials
- Private company or organization workspace
- Role-aware access and private file uploads
- Read-only Business Agent for permitted questions
- Customer-visible usage and renewal details
- Configurable seat, document, record and AI allowances
- Password login, Google sign-in and account recovery
Choose the capabilities your team needs during onboarding. Payment records do not verify online payments. External messaging, device connections and regulated or certified compliance workflows require a separately agreed scope.
PROPOSED INTRODUCTORY SUBSCRIPTIONS
AURTIV CRM pricing
Indicative INR rates for one provisioned Corporate Suite organization. Monthly or annual billing by arrangement.
Annual billing saves 20%
15 DAYS ON US
Request free trial Request a 15-day pilot.
Manual activation after review, core workflows for up to 3 team members. No credit card, no automatic charge. Trial access and applicable modules are agreed with AURTIV before provisioning.
Launch
Up to 3 staff accounts
₹999/ month
Annual: ₹799/mo equivalent · ₹9,588 paid yearly · Save ₹2,400/year
Discuss Launch plan- Contact and company directory
- Deals, stage tracking and follow-ups
- Logged activities and organization access
Popular choice
Growth
Up to 8 staff accounts
₹1,999/ month
Annual: ₹1,599/mo equivalent · ₹19,188 paid yearly · Save ₹4,800/year
Discuss Growth plan- Everything in Launch
- Sales pipeline overview and weighted estimates
- Manual CSV exports and internal deal-won notifications
- Up to 8 team accounts
Operations
Up to 20 staff accounts
₹3,499/ month
Annual: ₹2,799/mo equivalent · ₹33,588 paid yearly · Save ₹8,400/year
Discuss Operations plan- Everything in Growth
- Larger sales team allowance
- Review of onboarding and setup requirements
- Up to 20 team accounts
Proposed introductory pricing in INR, excluding applicable GST. Annual plans are paid upfront; international subscriptions require an agreed regional quotation. Exact modules, staff limits, onboarding and product activation are confirmed before purchase. No self-service checkout.
Current CRM activities are manually logged. There is no email delivery, WhatsApp integration, automated lead import, or AI-generated forecast. Pipeline stages are changed with status controls, not drag-and-drop.
START WITH YOUR REAL WORKFLOW
A focused pilot.
A practical first step.
We confirm your product needs, plan, roles and rollout scope before activating a workspace.
Define the starting point
Review current work, user count and product access requirements with AURTIV.
Prepare the workspace
AURTIV manually activates agreed core workflows for an eligible 15-day trial; no automatic billing.
Review the fit
Test representative data, permissions and workflows before agreeing subscription and onboarding terms.
CLEAR FROM THE START
Questions about
CRM 360?
Understand what the product includes before choosing a plan.
AURTIV privacy notice ↗︎Do I need another company login?+
No. Your organization uses the existing AURTIV Corporate Suite login. Access to each application is assigned by your administrator.
Can I try it for 15 days?+
Yes, subject to review. Manual activation grants up to three eligible team accounts for the agreed pilot scope. No card or automatic charge is required.
Does it include every competitor feature?+
CRM does not send email or WhatsApp messages, import leads automatically, provide private per-salesperson contact records or generate AI forecasts. Logged email activity is a record, not delivery.
Can I use other AURTIV applications with it?+
Enabled Corporate Suite modules can be opened within the same organization. Cross-product Analytics metrics require valid product subscriptions, organization linking and user permissions; this does not imply automatic data synchronization.
YOUR NEXT STEP / AURTIV CRM
Bring us the workflow.
Let’s find the right fit.
Tell us where CRM 360 could make your business day easier. We’ll review your workflow, the available features and an appropriate pilot.
MADE TO WORK FOR YOUR INDUSTRY
Pair AURTIV CRM with an industry workspace.
Explore tailored combinations. Compare the standalone app with useful industry-specific bundles and exact list-price totals.
INDUSTRY BUNDLEManufacturing OperationsEssentials from ₹2,999/month · Core + HR + 2 appsINDUSTRY BUNDLEReal Estate SalesEssentials from ₹2,799/month · Core + HR + 2 appsINDUSTRY BUNDLERestaurant CRM & Order ManagementEssentials from ₹2,599/month · Core + HR + 2 appsINDUSTRY BUNDLEWholesale & Distributor CRMEssentials from ₹2,699/month · Core + HR + 2 apps
See all Corporate Suite bundles ↗︎Inside AURTIV CRM
Understand the system.
See how it helps.
Connect customer context, pipeline stages, follow-ups and team visibility around each opportunity. Explore the operating flow, application architecture and access controls behind the workspace.
- STEP 01Enquiry captureCapture the starting information in the relevant workspace records.
- STEP 02Qualification & ownerCoordinate the people, resources and next actions using the enabled modules.
- STEP 03Deal & next actionRecord progress and review the work within your assigned permissions.
- STEP 04Forecast & handoverUse permitted reports and records to review the outcome and next steps.
Give every lead an owner
Relevant capability area: Sales workspace. Contacts, companies and deal pipelines. Custom stages, activities and follow-ups.
Keep the customer history together
Relevant capability area: Data & governance. CSV imports and first-party forms. Duplicate review, merge preview and history.
Review pipeline movement with evidence
Relevant capability area: Adapt the workspace to your business. Typed custom fields for workspace details and permitted records. Industry-specific starter fields that you can extend.
How is this application structured?
The browser workspace presents the enabled AURTIV CRM modules. Requests go to application APIs on Cloudflare Workers, where the signed-in account, company scope and product permissions are checked. Structured business records are stored in D1; supported private file workflows use R2. A shared platform does not mean shared access to another company’s records.
Subscription, role and module access determine which functions a user can use. Linked Corporate Suite applications require the relevant access and supported integration; they are not automatically included in every product plan.
How are company records and user access protected?
Protected API routes apply company and role checks on the server. Session cookies use HttpOnly and SameSite restrictions, with the Secure flag on HTTPS. Write operations use origin and CSRF checks, and API responses use no-store cache controls. Administrators should assign only the access each person needs and remove accounts when access is no longer required.
These are implemented application controls, not a guarantee of security or a compliance certification. Your deployment configuration, data handling, staff practices and recovery requirements also need review.
How should we use AI and reports responsibly?
Use the product’s permitted reports and supported read-only Business Agent questions to understand company records. Available sources depend on your role and enabled features. AI outputs should be checked against the underlying records, especially before financial, legal, health or other consequential decisions.
A model’s explanation does not itself authorise a business change. Product actions and approvals remain in their supported workflows. Confirm AI processing requirements before entering sensitive information, and keep public demonstration workspaces limited to fictional data.
What should we confirm before a rollout?
Walk through your actual enquiry capture to forecast & handover process. Confirm the modules, roles, import requirements, data retention, supported integrations and support coverage. Test representative scenarios in a suitable workspace and agree who owns onboarding and ongoing administration.
Expected benefits depend on the quality of your records and adoption by your team. Use the existing product scope and pricing details on this page to agree the fit; specialist regulatory, accounting or clinical requirements need separate assessment.