What Aureum Does
Everything you need.
Nothing you don't.
Aureum combines powerful CRM, AI intelligence, and seamless integrations in one beautiful platform.
Navius AI
Lead Scoring
Calendar Sync
Client CRM
Notifications
SMS in CRM
Silence Detection
Daily Briefs
Action Plans
Smart Filtering
Analytics
Message Gen
Event Reminders
Transactions
Navius
Know when to act—before the deal goes silent
Navius monitors your client activity and conversations in the background.
It identifies when follow-up is needed based on timing, silence, and context — so you always know who needs attention next.
Real-Time Awareness
Surfaces clients that need attention before the moment passes — no manual scanning required.
Silence Detection
Flags conversations that have gone quiet for too long, so nothing slips through the cracks.
Context-Based Timing
Tells you when to reach out based on actual signals — not just arbitrary reminders.
You stay in control
Navius is your assistant, not your replacement. It surfaces the right information at the right time — every decision, every message, every relationship stays entirely in your hands.
Your Entire Pipeline —
Clear and Actionable
Every client, conversation, and deal — no digging, no guessing. You always know where things stand.
Keep scrolling
CRM · Foundation Layer
Client Pipeline
Client 1
Client 2
Client 3
Client 4
Client 5
Most CRMs store information. Aureum makes it usable. You don't need more data — you need clarity you can act on.
Inside the App
Built for how advisors actually work
No digging, no guessing. Every client, conversation, and deal — clear and actionable from the moment you open it.
Client X
Hot LeadContact
Details
Client Brief
Client X is a motivated buyer seeking a 3-bed home in the downtown area. Budget: $450K–$550K. Pre-approved. Strong engagement — responded to all 3 outreach attempts this week. Prefers weekend showings.
Suggested Next Steps
- •Schedule weekend showing for 3 shortlisted properties
- •Send updated comps for downtown area
- •Confirm pre-approval letter received
12
Touchpoints
94%
Response Rate
18
Days Active
Timeline
Schedule showing
Apr 22
Send comps report
Apr 24
Pre-approval check
Apr 19
Initial consultation
Apr 10
Client Brief
Know exactly where things stand
Open any client and see the full picture. Every interaction, message, and update in one timeline. You'll always know what was said, when, and what to do next — before you pick up the phone.
Aureum isn't built to automate your work.
It's built to make sure nothing gets missed.
Stay Consistent.
Close More Deals.
Aureum shows you what matters, when it matters.
Know exactly who needs your attention next.
No automation. No spam. Full control.