Aucra

Custom CRM and workflow automation

We build software for service businesses. We can set up a CRM, connect the tools your team already uses, or build an AI agent to sort enquiries and draft replies.

Tell us about your project

Services

Custom CRM

Keep client details, notes and files together. See who’s following up and what’s still open.

Workflow automation

Send new enquiries to the right person, remind them when a reply is due, and pass documents along for approval.

AI agents

An AI agent can pick out details from messages and documents, draft a reply, or suggest a task. Your staff decide what to send or save to the client record.

Selected work

AI Frontdesk for accounting firms

In this prototype for accounting firms, an AI agent drafts a reply to a bookkeeping enquiry. A staff member reviews the draft before a follow-up task is added to the client record.

Try the example

Monthly bookkeeping

“We’re looking for monthly bookkeeping. What should we send you to get started?”

Draft for staff review

“Could you send your latest bank statements and last month’s bookkeeping records?” A staff member can edit this before approving the follow-up.

Request the bookkeeping records

Once a staff member approves the draft, the CRM adds a follow-up task to the client record.

Internal operations software

We built a private system for attendance, staff onboarding and document management. Staff see the records and tasks they need for their role.

Contact

Email us a short note about what you want to improve and the tools your team uses today.