CRM · the relationship system of record

A CRM that knows what happened — and what should happen next.

Track contacts, companies, opportunities, stages, history, documents, warm-intro paths, and follow-ups in one workspace — where Aurora helps keep every relationship moving.

Move deals forwardFind warm introsPrep me for meetingsKeep records alive

Connect your inbox in two clicks · Your context stays yours · Cancel anytime

✦ AuroraLive
Where do my relationships stand?

Pipeline · 375 contacts

248
Target
19
In Contact
8
Viewed
2
Interested
1
Committed
Northwind Group
Partnership · enterprise rollout
Interested
Last email — they replied · 3d ago
Diligence call · Thu 10:00
Viewed your GTM deck · twice
Warm path · via Maya · strong
✦ Aurora suggests

Draft a warm intro to Northwind via Jenny Fielding — your strongest path, with 14 intros made.

Why now

Most CRMs store the past. Yours should drive the next move.

Most CRMs are a database you feed. Records go stale the moment you stop typing, the real context stays buried in your inbox, and the system never tells you who needs you next. A list of contacts isn't a relationship — and a stage that hasn't moved in three weeks isn't a deal.

The old way
Switching between six tabs to reconstruct one relationship
Follow-ups that only happen if you remember them
Warm intros you never realized you had
Records that go stale the moment you stop updating them
With Aurora
One workspace where every relationship carries its full context
Follow-ups surfaced before they slip
The warmest path to anyone, surfaced automatically
A meeting brief waiting when you sit down

Finta brings your contacts, companies, opportunities, messages, documents, and warm paths together so Aurora can help you move relationships forward.

How it works

From scattered context to a clear next step.

Connect the context you already have. Aurora reads it, proposes the next move, and waits for your call before anything leaves the building.

01

Connect context

Inbox, calendar, documents, CRM, pages, and network.

02

Aurora understands

Open asks, meetings, page views, stale stages, warm paths.

03

Aurora proposes

Draft, brief, research, prioritize, schedule, or enrich.

04

You stay in control

Review, approve, send, share, or automate with rules.

05

Momentum compounds

Fewer missed follow-ups, better prep, tighter workflows.

Signal → action

A prospect opens your shared page
Aurora reads it as a hot signal
Drafts a follow-up referencing the slide they viewed twice
You approve · CRM and tasks update
✦ Aurora suggests

Draft a follow-up referencing the GTM slide they viewed twice.

Based on shared-page engagement · 2h ago

Aurora summarizes, drafts, researches, and recommends freely — but always asks for approval before sending external emails, changing sensitive records, or making commitments on your behalf.

Who it's for

Built for relationship-driven work.

High-trust work where the relationship is the asset — and the next move decides the outcome.

Sales & partnerships

Move deals and partnerships forward with context-aware outreach and timely re-engagement before stages go stale.

Founders & fundraising

Keep the round moving with warm paths to partners and shared-page signals that never slip.

Investor relations

Brief every conversation, share updates as pages, and keep your network warm between cycles.

Advisors & client work

Stay close to every account — portfolio support, strategic follow-up, and timely intros at scale.

Fundraising is the common starting point — not the only one. Sales, partnerships, hiring, portfolio support, and strategic follow-up all run on the same engine.

Capabilities

Not just records. A workspace that knows the next move.

Living pipeline

Custom stages, tags, companies, sources, and fields that map to how you actually sell or raise.

8 stages · custom fields

Context on every record

Emails, meetings, documents, page views, and tasks attach to every record automatically.

Auto-linked

Stage-template emails

The right message for each stage, drafted in your voice and ready to send.

Per-stage templates

Warm-intro flow

The strongest path to any contact, surfaced from your Super Connectors and drafted as an ask.

Super Connectors

Saved views & bulk actions

Filter, segment, and act on hundreds of records at once with saved views.

Saved filters

Import & export

CSV in and out, with research and automation indicators on every row.

CSV in / out

Outcomes

What changes when Aurora has your context.

−92%

Missed follow-ups

From roughly one in four slipping to near zero, surfaced before they go cold.

100%

Records with context

Every opportunity opens with the full email thread, meetings, and page activity attached.

+38%

Reachable contacts

Warm paths you didn't know you had, mapped across inbox, calendar, and shared networks.

“Aurora is the first thing I open. It tells me who's waiting on me and what's gone quiet before I've finished my coffee.”

Founder · Series A SaaS
Read customer stories →

Illustrative outcomes drawn from customer interviews. Your results will vary.

Trust

Your context stays yours.

Connect in two clicks and choose exactly what Aurora can access
We never train on your data
Disconnect any source anytime
CASA Tier 2 Verified · Cloud Application Security Assessment

Pricing

Every plan includes the full workspace.

No gates across the core workspace — CRM, pages, documents, networks, and automations. Plans differ by the monthly Aurora credits that power chat, research, enrichment, drafting, and scheduled work. Upgrade only when you want Aurora to do more each month.

Full workspace on every planScale Aurora credits
Compare plans

Questions, answered

Is Aurora actually allowed to send things on my behalf?

Aurora drafts, researches, and recommends freely, but always asks for approval before sending external emails, changing sensitive records, or making commitments. You can also set rules to automate the routine parts you trust.

Do you train models on my data?

No. Your context stays yours — we never train on your data, you choose what each integration can access, and you can disconnect any source at any time.

Is this an investor CRM?

It's a relationship CRM. Track contacts, companies, opportunities, and conversations across any relationship-driven workflow — fundraising is one use case, not the whole product.

How do contacts get into the CRM?

Label any email “Finta” to sync a contact, import a CSV, or let Aurora add verified page viewers and network contacts automatically — every record carries its full history.

Let Aurora organize what matters next.

Connect your inbox, calendar, and relationships. Aurora finds the context, drafts the next step, and closes the loop.

Start free trialWatch a 10-min walkthrough

Connect in two clicks · Your context stays yours · Disconnect anytime