Aura Business captures enquiries from your website, calls, WhatsApp, exhibitions and referrals into one pipeline, assigns each to a rep, scores it, holds the follow-up cadence, and reports which sources actually turn into orders.
Lead management is the part of the sale that happens before anyone raises a quotation. An enquiry arrives from somewhere, someone has to own it, qualify it, keep contacting it on a sensible rhythm, and either move it forward or close it. Aura Business handles that inside the CRM and Sales suite through Leads and Pipeline, Lead-Source and Conversion Analytics and the rep activity feed.
For medical equipment the cycle is long and multi-person, so the useful part is not a prettier list. It is that the enquiry keeps a source, an owner and a dated next action from the first call until it becomes a quotation, and that at the end of the quarter you can see which sources produced orders rather than which produced noise.
A hospital enquiry that is answered in two days and then never followed up looks exactly like a lead that was never captured at all.
Website form, WhatsApp, a rep's phone and an exhibition notebook, with no single list anywhere.
Two reps assume the other one is handling the enquiry, so neither calls back.
A long-cycle capital enquiry is dropped because there was no scheduled next contact.
With no score, a browsing clinic gets the same attention as a funded tender enquiry.
You keep paying for an exhibition stall without knowing whether it produced a single order.
A rep resigns and the entire conversation history of their territory goes with them.
Website, WhatsApp, call, referral, exhibition or tender, tagged at entry.
Routed by territory or product line so one named rep is responsible.
Budget, equipment, decision-maker and timeline recorded, priority set.
A dated next action on every open lead, visible on the rep's list.
Calls, WhatsApp, field visits with GPS check-in and samples left behind.
The lead becomes a customer account and a quotation, carrying its history.
Conversion analysed by source, rep, territory and product line.
Workflow: A quote request from the site lands in the pipeline, routes to the rep for that territory and appears at the top of their list with the product asked about.
Result: The first call happens while the enquiry is still warm.
Workflow: A CT enquiry is scored high, given a monthly cadence, and every visit, sample and contact is logged against it.
Result: The lead is still alive when the budget is finally released.
Workflow: Every badge scanned at the stall enters as a lead tagged to that event and is tracked to order or closure.
Result: You know whether to book the stall again.
Workflow: Their open leads are reassigned with all contacts, notes and visit history intact.
Result: The handover takes an afternoon, not a quarter.
Capital and consumable enquiries from hospitals and clinics.
Lab enquiries where the reagent contract matters more than the machine.
Enquiries routed to the right regional dealer.
Project enquiries with long approval chains.
Two to twenty reps who currently work from their own phones.
Problem: A distribution business run entirely on WhatsApp and Excel.
Built: Field app, manager dashboard, GST billing and payment tracking.
Stack: React Native, Supabase, WordPress.
Problem: No online store or way to manage distributors.
Built: Storefront, distributor portal, quote-to-order and 253 SEO pages.
Stack: Supabase, JavaScript, Playwright.
Yes. The Quote-Request Inbound module takes enquiries from your site into the pipeline with the product and message attached, so the rep sees what was asked rather than a bare name and number.
Scoring is based on the qualification fields your team fills, such as equipment, budget stage, decision-maker reached and expected timeline. It orders the rep's list; it does not decide for them.
WhatsApp Business integration is part of the platform, and enquiries that arrive that way are recorded as leads with their source so the follow-up and the conversion reporting include them.
Yes. The activity feed, field visits with GPS check-in and the attendance module give a factual record of calls, visits and updates per rep. See field tracking.
It converts to a customer account, and the quotation, sales order, GST invoice and later the service contract all hang off the same record, so history is continuous. See quotation software.
The pipeline itself is similar. The difference is what sits behind it: catalogue, serial numbers, installed base, AMC contracts and GST billing, so the lead does not end at the sale. See the comparison.
Tell us how you work today. We will show you what the platform would look like for you, and give you a clear scope and timeline.
Founder-led · Chennai, India · Built and supported by the person who wrote it