# Aurea CRM Reviews **Vendor:** Aurea Software **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.1/5.0 **Total Reviews:** 25 ## About Aurea CRM Aurea CRM is a comprehensive customer relationship management solution that lets you drive customer engagement tools deep into your sales organization. With end-to-end capabilities for sales and marketing, it provides a one-stop-shop that delivers a compact overview of team activities, sales pipelines, and key performance indicators so you can set priorities and make informed decisions. The new Aurea CRM Enterprise Edition has been reengineered with integrated campaign management offerings to give you the insight, access, and speed you need. ## Aurea CRM Pros & Cons **What users like:** - Users value the **easy access** to comprehensive sales tools, enhancing visibility and efficiency for managing customer data. (1 reviews) - Users love the **high customizability** of Aurea CRM, allowing personalized workflows that align perfectly with sales processes. (1 reviews) - Users value the **extensive feature set** of Aurea CRM, enhancing sales processes and ensuring comprehensive customer insights. (1 reviews) - Users value the **flexibility** of Aurea CRM, enhancing customization and the ability to align with specific sales processes. (1 reviews) - Users value the **intuitive interface** of Aurea CRM, enhancing productivity and ensuring seamless mobile access to tools. (1 reviews) - Seamless Integration (1 reviews) **What users dislike:** - Users express concerns about **high costs** associated with Aurea CRM, making it tough for smaller businesses to afford. (1 reviews) - Users struggle with the **steep learning curve** of Aurea CRM, particularly those lacking technical expertise. (1 reviews) - Users struggle with the **not intuitive interface** of Aurea CRM, leading to a difficult learning process. (1 reviews) - Users struggle with the **not user-friendly** aspects of Aurea CRM, finding it complex and outdated in design. (1 reviews) - Users experience **slow performance** with Aurea CRM, noting sluggish loading times that hinder their overall productivity. (1 reviews) ## Aurea CRM Reviews ### 1. Unified CRM with Customization and Usability Challenges **Rating:** 4.0/5.0 stars **Reviewed by:** Mahe H. | Business Development Coordinator, Hospital & Health Care, Small-Business (50 or fewer emp.) **Reviewed Date:** March 05, 2026 **What do you like best about Aurea CRM?** I appreciate how Aurea CRM unifies sales, marketing, and customer service into one cohesive system, which means we don't have to jump between separate tools. The 360° customer view is incredibly strong, letting us see every interaction, past purchase, support ticket, and conversation in one place, so we're never unprepared for a call or reply. I really value its customizability without requiring heavy coding, allowing us to tweak fields, workflows, and dashboards to match our business processes. The reporting and analytics are intuitive and actually used by our team regularly, helping us spot trends and manage our pipeline efficiently. **What do you dislike about Aurea CRM?** The biggest pain point for our team is that the user interface can feel dated and a bit clunky compared to newer CRM tools. Some workflows take extra clicks to complete, and the navigation isn’t always intuitive—new team members often need extra training to get comfortable, which slows down onboarding. The initial setup of Aurea CRM was functional but definitely on the more complex side. Overall, the platform is solid once configured, but the setup process would benefit greatly from better migration tools, pre-built templates, simplified permissions, guided workflows, and more self-service integration setup. **What problems is Aurea CRM solving and how is that benefiting you?** I use Aurea CRM to manage our customer lifecycle, track interactions, and improve sales and support. It's customizable and provides a 360° customer view, allowing us to unify sales, marketing, and service. The reporting helps us spot trends and make data-driven decisions. ### 2. Effortless Setup & Team Adoption with Aurea CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Adan G. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 08, 2026 **What do you like best about Aurea CRM?** I love how easy Aurea CRM was to teach to our reps. We probably only had one meeting for about thirty minutes to go over the software, and they picked it up quickly. The simplicity of the software is another thing I appreciate, especially for dispositioning and notating the accounts. It's also very easy to set up, and I would highly recommend it. **What do you dislike about Aurea CRM?** None **What problems is Aurea CRM solving and how is that benefiting you?** I find the product reduces clutter by consolidating applications, helping us track appointments and provide feedback. It's simple to teach and use, which our reps picked up quickly. ### 3. Highly Customizable, Boosts Sales Efficiency **Rating:** 4.0/5.0 stars **Reviewed by:** Asfandyar A. **Reviewed Date:** December 14, 2025 **What do you like best about Aurea CRM?** I like the combination of comprehensive sales tools and flexibility that Aurea CRM offers. It provides a 360-degree view of customer and prospect data, making it easier and more transparent to track leads, opportunities, and interactions. The sales pipeline and opportunity management features allow me to prioritize and confidently follow up on deals. Aurea CRM's high customizability lets me tailor workflows and views to align with our sales processes. The intuitive interface and mobile access ensure effective work whether in the office or on the go. Additionally, the integration capabilities with email and calendar tools streamline daily tasks and boost productivity across the sales cycle. Switching to Aurea CRM gave us more flexibility, stronger customization options, and improved visibility into our sales pipeline, better aligning with our sales processes and reporting needs. **What do you dislike about Aurea CRM?** Steep learning curve: Some users find it complex to set up and learn, especially for teams without strong technical expertise. User interface and performance: A few reviewers mention that parts of the interface can feel outdated or less intuitive than more modern CRM systems, and that loading or performance can be sluggish at times. Cost concerns: The pricing and total cost of ownership can be higher compared with other CRM solutions, which can be a consideration for smaller businesses. **What problems is Aurea CRM solving and how is that benefiting you?** I use Aurea CRM to manage sales activities and track the sales pipeline. It centralizes customer data, improves forecasting, ensures timely prospect engagement, and reduces manual effort. This helps make more informed sales decisions. ### 4. Best CRM on the market right now **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** August 27, 2024 **What do you like best about Aurea CRM?** Aurea is the best crm provider in my openion because its user friendly ui is great. and it has more features like nurture leads and many more which helps many business owner to organze leads. **What do you dislike about Aurea CRM?** There are some key point which hurts is pricing and mobile app features. because salesforce and other crm provider have that feature already and they offer good price. **What problems is Aurea CRM solving and how is that benefiting you?** The main problem i have with other crm providers is client management. but on aurea there is more features that help me to access clients data easily and its helps me to nurture them too. ### 5. Very concise and effective CRM **Rating:** 4.0/5.0 stars **Reviewed by:** Lisa S. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 01, 2024 **What do you like best about Aurea CRM?** It's very user friendly which makes adopting the CRM a breeze. **What do you dislike about Aurea CRM?** It can be costly to adopt and employ when compared to other CRM platforms. **What problems is Aurea CRM solving and how is that benefiting you?** It allows us to maintain a database of our clients as well as easily access information that is client specific. ### 6. My data always and everywhere **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** October 16, 2019 **What do you like best about Aurea CRM?** truly a super CRM application for the structured company **What do you dislike about Aurea CRM?** The cost could be a negative factor even if it is worth it. **Recommendations to others considering Aurea CRM:** very stable as an application **What problems is Aurea CRM solving and how is that benefiting you?** no problem in fact he/she handled everything very well ### 7. Aurora product review **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** December 29, 2021 **What do you like best about Aurea CRM?** I like the fact that the company used Amazon web services behind the scenes. This really gives it a fighting chance in the broad CRM market out there. **What do you dislike about Aurea CRM?** I wish they had more variety of mobile apps offered. Sales force really knocks it out of the park on this note. **What problems is Aurea CRM solving and how is that benefiting you?** We use it to quickly access customers information and route calls efficiently. It can sort calls as they come in to the correct dept which is invaluable in keeping call times down and service levels up! ### 8. Concrete and secure sales Aurea CRM !! **Rating:** 4.5/5.0 stars **Reviewed by:** Andy M. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 24, 2020 **What do you like best about Aurea CRM?** We decided to give it a try by allowing you to use your system where we could find each specification of the tool and showing itself the detailed operation of how to make sales, for us it was immediately the best possible solution I love how we can use this system and directly coupled to our Company because it allows me to bring traffic, we can use it in any marketing system to broaden the search and attract new customers, we have not had any kind of problem with the operation and users offer us positive comments for the good work in sales . **What do you dislike about Aurea CRM?** Definitely a tool that worked correctly, the options it offers us to achieve specific sales are very effective, so we have not had an inconvenient point regarding its operation, for that reason I do not have any negative opinion regarding each tool that is offered, it seems to me it can improve, adding more features some type of text design or improvement in future advertising. **Recommendations to others considering Aurea CRM:** I recommend the service because it has given detailed solutions where we have noticed sales, traffic and new customers, marketing collaborates and this CRM all associating is the most powerful system with a service with exponential traffic, we are very happy, in my opinion I recommend the service because works . **What problems is Aurea CRM solving and how is that benefiting you?** The search for a CRM system is necessary for any company because it allows the increase and above all the sales, the Aurea CRM system has worked perfectly, managing to connect directly to the company and in turn to the marketing tools allowing a wide potential been able to grow little by little thanks to the system, managing to attract traffic to the web and in turn expand sales, I love the system because it provides a solution. ### 9. Complete and powerfull **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Animation | Small-Business (50 or fewer emp.) **Reviewed Date:** June 24, 2021 **What do you like best about Aurea CRM?** Perfect integral solution for customer management, I like all the options and tools it offers, the ease of use is good. **What do you dislike about Aurea CRM?** I would improve the speed and optimize it **Recommendations to others considering Aurea CRM:** A powerful tool focused on client portfolio and marketing, client management and more. **What problems is Aurea CRM solving and how is that benefiting you?** Having everything in one place saves a lot of time and disgust. ### 10. Helpfull in Management and improving customer sales **Rating:** 4.0/5.0 stars **Reviewed by:** Manish G. | Full-stack Developer, Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2020 **What do you like best about Aurea CRM?** Clearly structured summary of the most important customer information and activities . I really appreciate the work done on this application and i really used it .It is really helpfull in sales management. Aurea is helpful in management of customers information . And In past years it really improved working . **What do you dislike about Aurea CRM?** I would say it lacks in some steps so It should be seen to overcome , data loading. It is somewhere difficult to handle. It lacks in when we have to communicate or task management which is very basic need in any software to handle So this should be improved . **Recommendations to others considering Aurea CRM:** I would say it should be implemented I as t is very usefull for customer interaction Management of customers is made easy with its help and would say people should try this for the better performance **What problems is Aurea CRM solving and how is that benefiting you?** It is very usefull for customer interaction Management of customers is made easy with its help ### 11. Decent app for Managing Customer Relations effectively **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Automotive | Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2020 **What do you like best about Aurea CRM?** Easy to handle for me but my team faces issues. Customer Relations has become much easier due to this application **What do you dislike about Aurea CRM?** User friendliness needs to be given priority. Everybody is not technically expert. Subordinates of 50+ age groups faced issues while operating **Recommendations to others considering Aurea CRM:** Easy tool to manage customer relations, highly recommended for CRM **What problems is Aurea CRM solving and how is that benefiting you?** Easy interaction with customers. Holistic app with cloud support & available on mobile which makes things accessible from anywhere ### 12. Aurea CRM will help improve the performance of your sales department. **Rating:** 4.0/5.0 stars **Reviewed by:** Helena F. | Especialista em suporte ao cliente, Mid-Market (51-1000 emp.) **Reviewed Date:** October 23, 2019 **What do you like best about Aurea CRM?** Work history - It is extremely useful, with it we can access the work history of our consultants and have access to various types of information such as the time the employee was involved in negotiating with the client, what was the sales policy, promotion offered and many other information that help us in future projects and decision making. **What do you dislike about Aurea CRM?** One of the problems with Aurea CRM is its data loading tools, it definitely needs improvement, it is currently a bit limited and difficult to handle and you might have a problem when trying to do some data migration. **Recommendations to others considering Aurea CRM:** Aurea CRM is a great option for emerging companies that are growing, the system configuration is quick and easy, it is compatible with all browsers including mobile devices so you will have no problems with annoying crashes. Aurea CRM still increases the productivity of Its staff, even a small team, will account for a hundred users. **What problems is Aurea CRM solving and how is that benefiting you?** Aurea CRM has been implemented in our company to be used in our sales department, it allows us to keep track of the appointments to which our sales consultants are assigned. It also provides complete history with information that can be used for future decision making. It allowed us to store all the necessary information from our clients such as who was the sales consultant who attended, what is the internal contact of the customer and etc. It also allows us to keep the maximum information in one system, fully accessible to employees in a way. easy and fast whenever you need them. ### 13. EFFICIENT IN MANAGING CUSTOMERS INFORMATION **Rating:** 4.0/5.0 stars **Reviewed by:** Nelius M. | International Freight Forwading Operator-Sea Exports, Mid-Market (51-1000 emp.) **Reviewed Date:** October 26, 2019 **What do you like best about Aurea CRM?** Customers information is easily managed. Members can easily log in using their mobile devices to access important information in real time. Workflow is streamlined with limited time wastage. The tool is user friendly and can be easily integrated with other system such as outlook and others. History of Customers is securely managed . **What do you dislike about Aurea CRM?** Sometimes it it is time consuming since it takes lot of time to load. **Recommendations to others considering Aurea CRM:** The tool is best for growing businesses. It is easy to manage customers information in one database which can be accessed by team members at any place on one touch. I highly recommend **What problems is Aurea CRM solving and how is that benefiting you?** We use it in tracking sales and managing customers information. It helps in decision making since we can track sales and KPIs of different members.It has streamlined our sales operations.. ### 14. Comprehensive CRM Solution **Rating:** 4.0/5.0 stars **Reviewed by:** John P. | Digital Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** September 24, 2019 **What do you like best about Aurea CRM?** After the takeover of an update by Aurea, any development of the computer code was ab initio open, with some poor support. However, this has improved considerably once more in recent years. **What do you dislike about Aurea CRM?** One notices the software's a few years of expertise with several CRM comes. The useful scope and also the support of CRM processes ar nice, the campaign management is trying to find its same, utterly different trade templates facilitate the difference to individual business models. The roles and rights module permits even the foremost complicated structures to be mapped. **What problems is Aurea CRM solving and how is that benefiting you?** Aurea's CRM code is that the successor to update's CRM. in person I even have notable and used the code since 1998, initial as a user in numerous corporations, these days as an advisor for corporations from numerous industries. ### 15. Using Aurea CRM **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 22, 2019 **What do you like best about Aurea CRM?** Tried the Cloud-based CRM solution in areas, supporting energy, retail and the insurance industries. It was used to manage sales, marketing, team activities, sales pipeline, KPIs and more. It ease of use was faily good as well as its featurea and functuinality. NIce mobile access option **What do you dislike about Aurea CRM?** Lack of other basic features such as email marketing, lead scoring, task management. The support at the beggining was not that good, but now a days has improved. **What problems is Aurea CRM solving and how is that benefiting you?** Tracking of interraction and its life process. Process improvement and a better tool for support ### 16. Fantastic **Rating:** 5.0/5.0 stars **Reviewed by:** Paula M. | Team Supervisor, Small-Business (50 or fewer emp.) **Reviewed Date:** February 02, 2019 **What do you like best about Aurea CRM?** It is easy to use and understand Aurea. It is fantastic for business use. We can create areas for commercial issues individually and we can use it in all areas of the company. We use all the versions they have like Android, iPhone. **What do you dislike about Aurea CRM?** At first, it can be complicated, especially for new members, and time must be given to get used to it. **What problems is Aurea CRM solving and how is that benefiting you?** We can use different templates for each area of the company, which is why having Aurea helps us for the use of all employees and makes everything easier for us. ### 17. Simplicity and ease, all in one **Rating:** 5.0/5.0 stars **Reviewed by:** jorge l. | Empleado de ventas, Enterprise (> 1000 emp.) **Reviewed Date:** February 03, 2019 **What do you like best about Aurea CRM?** Aurea is simple and easy to use in the company. We can use it for projects and it is intuitive. We have been using it for several years and will continue with Aurea for many more. **What do you dislike about Aurea CRM?** You can observe some slowness in the program on occasion, but other than that, it works wonderfully. **What problems is Aurea CRM solving and how is that benefiting you?** Easy contact with the client is a great CRM system. It allows us to have a single application without the need to use multiple ones to have all the functionalities of Aurea. ### 18. Top Tier CRM **Rating:** 2.5/5.0 stars **Reviewed by:** Drew H. | CEO, Apparel & Fashion, Small-Business (50 or fewer emp.) **Reviewed Date:** December 31, 2018 **What do you like best about Aurea CRM?** The fact that this CRM has a lot of customizing possibilities **What do you dislike about Aurea CRM?** I have no complaints so far about this CRM **What problems is Aurea CRM solving and how is that benefiting you?** financial workarounds and easy to use ### 19. Gets the basics right **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** January 26, 2019 **What do you like best about Aurea CRM?** If you have access to Aurea you can scale the relationship to include further enterprise solutions that they have on offer. **What do you dislike about Aurea CRM?** Not super common out there tool so requires getting used to. **What problems is Aurea CRM solving and how is that benefiting you?** Standard CRM platform functionality like prospect management, documentation, customer engagement etc. ### 20. Great Platform **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Biotechnology | Mid-Market (51-1000 emp.) **Reviewed Date:** December 18, 2018 **What do you like best about Aurea CRM?** The platform that Aurea makes it easy to understand **What do you dislike about Aurea CRM?** The inability to communicate with the main system. **Recommendations to others considering Aurea CRM:** This CRM will simplify your process. **What problems is Aurea CRM solving and how is that benefiting you?** Customer interaction and finding it easy to locate their accounts ### 21. This is user experience! **Rating:** 5.0/5.0 stars **Reviewed by:** Sebastian N. | Projektmitarbeiter, Furniture, Mid-Market (51-1000 emp.) **Reviewed Date:** February 20, 2014 **What do you like best about Aurea CRM?** - great iPad/ iOS App(lication) -> The sales people love it - best CRM System for Object/ Project Management - very userfriendly with a big user experience - great Team with especially perfect Help Desk Support - very flexible customizing features **What do you dislike about Aurea CRM?** there is nothing to dislike at the moment. **Recommendations to others considering Aurea CRM:** Try it and love it. A very good team behind the system which can find a solution for all your needed business processes. **What problems is Aurea CRM solving and how is that benefiting you?** a very good CRM System with a good user acceptance. ### 22. Flexible CRM Solution **Rating:** 4.5/5.0 stars **Reviewed by:** Matthias F. | Entwicklung CRM / QlikView, Mid-Market (51-1000 emp.) **Reviewed Date:** December 05, 2013 **What do you like best about Aurea CRM?** - Individual and flexible possibilities to extend your solution (create individual infoareas to solve your business problems) - Usable in every department of the company (hotline, marketing, sales...) - Good usability (intuitive and simple for the user) - Possibility to extend your solution with extensions (Exchange connector for Outlook, CTI telephone module...) - Mobile versions available (IPad, Iphone, Android...) **What do you dislike about Aurea CRM?** - A lot of different administration modules and sometimes confusing (Designer) - Not multi browser able (only IE supported up to and including version 7) **What problems is Aurea CRM solving and how is that benefiting you?** - Overview of all customers and prospects - One solution for the departments instead of isolated applications ### 23. Steady development over 25 years **Rating:** 5.0/5.0 stars **Reviewed by:** Dr. Hans-Bernd B. | Geschäftsführer, Management Consulting **Reviewed Date:** September 24, 2013 **What do you like best about Aurea CRM?** update.CRM is the latest development of a series of excellent products for professional CRM supporting the cultural approach of Customer Relationship Management. I´m using these products since 20 years in different company groups with migrations from version to version. **What do you dislike about Aurea CRM?** There is no starter kit for smaller companies. The smallest version has a server with 5 users. **Recommendations to others considering Aurea CRM:** As in every case introducing IT systems first be aware of your company philosophy and the business processes within. update.CRM system may support very different processes - even offering templates for several fields of business. Never buy a system trying to bring someone up. The users must accept the system. ### 24. More than expected - CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Gerhard P. A. | Business Development, Food & Beverages, Small-Business (50 or fewer emp.) **Reviewed Date:** September 18, 2013 **What do you like best about Aurea CRM?** great predefined but flexible adjustable processes easy do-it-yourself reports in 5min several updates each year (SAAS) **What do you dislike about Aurea CRM?** interfaces to other systems work by flat-file transfer - it is simple but ok. **Recommendations to others considering Aurea CRM:** just try it - you will see within 1 hour how superior this systems is compared to others. ### 25. My favorite CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Florian A. | Reviervertreter, Banking, Mid-Market (51-1000 emp.) **Reviewed Date:** October 31, 2013 **What do you like best about Aurea CRM?** update.CRM hats al lot of customizing possibilities. **What do you dislike about Aurea CRM?** There´s nothing to dislike for me at the moment. **Recommendations to others considering Aurea CRM:** try it **What problems is Aurea CRM solving and how is that benefiting you?** financial workarounds ## Aurea CRM Discussions - [What is Aurea CRM?](https://www.g2.com/discussions/what-is-aurea-crm) - 1 comment - [View Aurea CRM pricing details and edition comparison](https://www.g2.com/products/aurea-crm/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-18+18%3A28%3A34+-0500&secure%5Bsession_id%5D=cd356d98-402a-4722-acc3-2b4f586cfa6e&secure%5Btoken%5D=14c666f04317a1a9833ff1dd6215dc15670d64dfdf83cbe4e83beccbc905a94e&format=llm_user) ## Aurea CRM Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Mobile & Social** - Social Collaboration Features - Mobile User Support **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Performance and Reliability - Output Document Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications **Generative AI** - AI Text Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## Top Aurea CRM Alternatives - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,584 reviews) - [Coevera](https://www.g2.com/products/coevera/reviews) - 4.6/5.0 (442 reviews) - [Dynamics 365 Sales](https://www.g2.com/products/dynamics-365-sales/reviews) - 3.8/5.0 (1,459 reviews)