AurenSales & revenue operations
From inbound interest to the next sales action.
A shared sales workspace bringing requests, qualification, ownership and follow-up into view, with human review before outbound communication.
- Industry
- Sales & revenue operations
- Capabilities
- UX · UI · Workflow design
- Engagement
- Client project
01
The challenge
Incoming requests reached the commercial team through website forms, email and referrals. Qualification and ownership needed a consistent structure.
02
What we built
Six complementary views connect the original request to qualification signals, pipeline context and the next action.
The activity timeline makes ownership and the review of outbound drafts explicit.
03
Selected screens
Executive Overview · Sample data Lead Intake · Sample data AI Qualification · Sample data Pipeline Control · Sample data Automation Activity · Sample data Accounts & Contacts · Sample data
04
How it works
01
Intake
Preserve the original request and source.
02
Qualification
Expose the signals behind the score.
03
Review
Make the reviewer and decision explicit.
04
Ownership
Keep the assigned owner visible.
05
Follow-up
Prepare the outbound message.
06
Approval
Review the message before sending.
05
What it can do
- One interface for intake, qualification, pipeline, activity and contacts.
- A visible human approval step before a follow-up is sent.
06
In motion
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