--- title: Aurea CRM Reviews meta_title: 'Aurea CRM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 26 reviews by the users' company size, role or industry to find out how Aurea CRM works for a business like yours. aggregate_rating: rating_value: 4.1 review_count: 26 scale: '5' date_modified: '2026-08-07' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # Aurea CRM Reviews **Vendor:** Aurea Software **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.1/5.0 **Total Reviews:** 26 ## 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 appreciate the **easy access** provided by Aurea CRM, enhancing productivity with intuitive tools available anywhere. (1 reviews) - Users appreciate the **high customizability** of Aurea CRM, enhancing workflows and aligning perfectly with sales processes. (1 reviews) - Users appreciate the **comprehensive sales tools and flexibility** of Aurea CRM, enhancing tracking and productivity with ease. (1 reviews) - Users value the **flexibility** of Aurea CRM, enhancing customization and aligning perfectly with their sales processes. (1 reviews) - Users appreciate the **intuitive interface** of Aurea CRM, enhancing flexibility and efficiency in managing sales activities. (1 reviews) - Seamless Integration (1 reviews) **What users dislike:** - Users express concerns about the **high cost** of Aurea CRM, which may deter smaller businesses from adopting it. (1 reviews) - Users struggle with the **steep learning curve** of Aurea CRM, finding setup and mastery particularly challenging without technical skills. (1 reviews) - Users struggle with the **not intuitive interface** of Aurea CRM, making setup and navigation challenging, especially for non-technical teams. (1 reviews) - Users find the **interface complex and outdated** , leading to a challenging experience for those without technical expertise. (1 reviews) - Users often experience **slow performance** with Aurea CRM, affecting their efficiency and user satisfaction. (1 reviews) ## Aurea CRM Reviews ### 1. Unified CRM with Customization and Usability Challenges **Rating:** 4.0/5.0 stars **Reviewed by:** Mahe H. | Operations Coordinator, Broadcast Media, 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. Everything Just Works—Reallyawesome experience Enjoy Using It **Rating:** 4.0/5.0 stars **Reviewed by:** Fabian A. | Sr Supervisor Service Delivery (IT Service Delivery) | Insulet, Medical Devices, Small-Business (50 or fewer emp.) **Reviewed Date:** July 11, 2026 **What do you like best about Aurea CRM?** Everything I mean is really good to use it **What do you dislike about Aurea CRM?** I mean everything is of for me I really like it **What problems is Aurea CRM solving and how is that benefiting you?** Is very easy to use, so I am really happy with that ### 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. 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. ### 5. 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! ### 6. 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. ### 7. 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 ### 8. 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 ### 9. 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. ### 10. 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.. ### 11. 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. ### 12. 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. ## 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?filters%5Bnps_score%5D%5B%5D=4§ion=pricing&secure%5Bexpires_at%5D=2026-08-13+20%3A11%3A07+-0500&secure%5Bsession_id%5D=edf621e7-b529-4f15-82fa-9088b1e3fb65&secure%5Btoken%5D=478df3bf0a5fd9eb48746e5ce062b6d5ba689288ae410ef161a87186ebafc0b6&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 - Contract/License Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics - Email Management - File Management - Deal Management **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics - Workflow Management - Opportunity Management - Sales Pipeline Management - Reporting/Analytics - Calendar Management - Pipeline Management - Content Management - Communication Management - Visual Analytics - Template Management - Predictive Analytics - Document Management - Channel Management - Commission Management - Field Sales Management **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Mobile & Social** - Social Collaboration Features - Mobile User Support - Third-Party Integrations - Social Media Integration - Customer Support - Multi-Channel Social Integration **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Performance and Reliability - Output Document Generation - Mobile Access - Lead Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Third-Party Integration - Internal Chat Integration - Collaboration Tools - Prospecting Tools - Real-Time Data **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Calendar/Reminder System **Additional Functionality** - Search/Filter - Alerts/Notifications - Data Import/Export - Lead Capture - Batch Processing - Email Tracking - Tagging - Pipeline Reports - Drag & Drop - Segmentation - Customizable Fields - Role-Based Permissions - Interaction Tracking - CRM - Document Storage - AI Copilot - Contact Database - Referral Tracking - Quotes/Estimates - Multi-Channel Communication - Lead Qualification - Marketing Automation - Email Templates - Sales Reports - Customer Journey Mapping - Reminders - Lead Scoring - Data Security - Customizable Reports - Calendar Sync - For Startups - Performance Metrics - Sales Trend Analysis - For iPad Devices - Customizable Templates - Activity Tracking - Reporting & Statistics - For Mac Devices - Landing Pages/Web Forms - Lead Nurturing - Gamification - Prioritization - Web-based Deployment - Softphone - Single Sign On - Customer Database - Event Triggered Actions - Mobile App - Email Sequences - Customer Segmentation - Lead Assignment - For Small Businesses - Live Chat - Business Card/Badge Scanning - Data Visualization - Customer Social Profiles - Social Promotion - Monitoring - Engagement Tracking - Social Media Monitoring - Customer Engagement - Sentiment Analysis - Brand Tracking - Audience Targeting - Workflow Automation ## 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 (24,690 reviews) - [Coevera](https://www.g2.com/products/coevera/reviews) - 4.6/5.0 (444 reviews) - [Dynamics 365 Sales](https://www.g2.com/products/dynamics-365-sales/reviews) - 3.8/5.0 (1,464 reviews)