Executive Dashboard
Real-time updates of business conversion, deal stages, and operational performance.
| Timestamp | Source Type | Operational Action | Target Entity | Status |
|---|
Contacts Directory
Central customer repository. Track customers, leads, and partners with unified details.
| Full Name | Type | Email Address | Phone Number | Company Name | Notes | Actions |
|---|
Sales Lead Pipeline
Drag and drop deals across stages. Movement dynamically recalibrates predicted revenues.
Prospect
0Qualified
0Opportunity
0Customer
0Marketing Manager Workspace
Centralized control panel for unified social broadcasting, Meta catalog sync, and inquiry response.
Linked Channels Registry
Authorize Facebook Page OAuth, Instagram Business profiles, and WhatsApp Cloud APIs securely.
Facebook Business
Connect Facebook Pages to auto-publish product announcements and synchronize Lead Gen Forms.
Instagram Business
Connect your Instagram Business Profile to display product catalogs and auto-share scheduled media.
WhatsApp Cloud API
Integrate Official WhatsApp Business API for instant catalog delivery, quick response triggers, and lead broadcasts.
Marketing Campaigns & Broadcasts
Construct campaign segments, audit marketing triggers, and analyze multi-channel responses.
| Campaign Name | Target Audience Segment | Subject Line / Info | Total Dispatched | Avg Engagement | Status |
|---|
Scheduled Publications
Review queued campaigns posts, publish items immediately, or cancel scheduled publications.
Catalog Shop Synchronizer
Push local CRM store inventory items directly to WhatsApp Shops, Facebook Stores, and Instagram Catalogues.
| Product Name | SKU Code | Category | Unit Price | Stock Level | Sync Status |
|---|
Unified Messaging Leads Inbox
Reply instantly to Facebook Messenger inquiries, Instagram Business DMs, and WhatsApp API chats inside a single panel.
Marketing Workflow Triggers
Automate platform interactions. Build trigger pathways to synchronize shops, create CRM leads, and auto-reply catalog.
Rule 1: New Product Broadcast Trigger
ActiveIF new product is created in Aura Business Suite inventory -> THEN auto-generate post title, caption, hashtags, and publish to Facebook & Instagram Shops immediately.
Rule 2: WhatsApp Auto-Catalog Inquirer Reply
ActiveIF incoming WhatsApp business message contains key terms ("catalog", "price", "shop", "items") -> THEN execute cloud script to fetch synchronized Meta Shop catalogs and reply with link payload in 500ms.
Rule 3: Meta Lead-Gen CRM Synchronization
ActiveIF a webhook payload indicates a new lead submission on Facebook Lead Ad Forms -> THEN parse details, allocate a lead score of 60, auto-assign राजेश कुमार (Sales Manager), and create CRM Contact.
Campaign Intelligence & Analytics
Audit demographics conversion rates, review monthly clicks, analyze multi-channel outreach, and export data logs.
Choose a schedule duration scope and click to download detailed spreadsheet or executive print reports immediately.
Customer Support Ticketing
Address customer inquiries, track pending queues, and research FAQ articles.
Integration Hub
Connect Aura Business Suite to third-party workspaces. Connected tools automatically receive real-time webhook updates.
Slack Workspace
Sends automated alerts to your sales channels when pipeline stages shift, high-value deals are won, or VIP tickets are logged.
Microsoft Teams Connector
Broadcasts operation metrics and support resolutions directly into designated MS Teams channel tabs.
Enterprise ERP System
Synchronizes customer records and closed contract finances to ensure unified corporate audits.
WhatsApp Business API
Sends automated transaction summaries and support ticket notifications directly to customer mobile numbers. Enables direct WhatsApp message templates.
System Settings & Controls
Configure SMTP server channels, manage granular role permissions matrix, and oversee tenant users.
Workflow Automation Rules
| Module & Feature Scope | Sales Role | Support Role |
|---|---|---|
| View & Access Contacts Module | ||
| Create New Contacts | ||
| Delete Contacts | ||
| View & Access Leads Module | ||
| Create New Leads | ||
| Delete Leads | ||
| View & Access Sales Quotes Module | ||
| Create New Sales Quotes | ||
| Modify Existing Quotes | ||
| Delete Sales Quotes |
Invite Your Team Members
Share this unique Workspace ID with your sales agents and support staff. When they register, they can select "Join Existing Company Workspace" and enter this ID to access your shared database.
STANDARD
| Full Name / Handle | Email Address | Assigned Role | Auth Method | Status | Registry Actions |
|---|
Meta Platform API Settings
Securely connect, encrypt, and administer live multi-channel WhatsApp Cloud, Facebook Messenger, and Instagram Messaging Graph APIs.
http://192.168.X.X:5000) of your running Node.js backend.
Aura Business Suite integrates directly with the **WhatsApp Cloud API** using Meta's official secure endpoints. All access tokens are locally encrypted using military-grade `AES-256-GCM` before being saved to PostgreSQL.
- Callback URL:
https://your-crm.com/api/webhooks/meta - Verify Token: Matches the token configured left.
- Webhooks Subscriptions: Subscribe to
messagesandmessage_deliveries.
Aura Business Suite integrates directly with the **Messenger Platform API**. Ensure you have generated a **Permanent Page Access Token** from your Meta developer app portal under Messenger connection configurations.
- Callback URL:
https://your-crm.com/api/webhooks/meta - Webhooks Subscriptions: Subscribe to
messages,messaging_postbacks, andmessage_deliveriespage objects.
Aura Business Suite integrates directly with the **Instagram Messaging Graph API** to sync Instagram DMs and replies. Make sure you have linked your Instagram Professional/Business account to a Facebook page under Page Settings.
- Callback URL:
https://your-crm.com/api/webhooks/meta - Webhooks Subscriptions: Subscribe to
messagesunder Instagram object fields.
Sales Quotes & Estimates
Create, manage, and print customized sales proposals and estimations for your customers.
| Quote ID | Customer Name | Item Description | Qty | Unit Price | GST % | GST Amount | Total Amount | Status | Actions |
|---|
Staff & Payroll Operations
Manage employee records, daily attendance calendar, and disburse payroll vouchers.
0 Employees
₹0
Sundays (Official Paid)
0%
| Staff ID | Employee Name | Role & Department | Monthly Base Salary (₹) | Contact Info | Date of Joining | Status | Actions |
|---|
Office Ledger & Financial Vouchers
Record business expenses, issue transaction vouchers, settle invoice accounts, and audit financial statements.
₹0.00
₹0.00
₹0.00
100% Capitalized
| Expense ID | Date | Category | Description | Amount Paid (₹) | Payment Method | Linked Voucher |
|---|
Transaction Entry Form
Post real-time invoices, vouchers, and credit details directly into the Chart of Accounts.
Financial Report Sheet
Audited balances, cash tracking, HSN summaries, and interactive GST reconciliations.
My Treasury Vault
Monitor real-time Cash in Hand, active Bank balances, contra internal transfers, and transaction logs.
Audit Trail & Treasury Statements
| Date | Transaction ID | Type | Account | Channel | Ref/Slip No | Narration | Amount (₹) |
|---|
Superadmin Central Platform Registry
System-wide multi-tenant workspace isolation control, analytics, and operational metrics.
0
Isolated company tenant partitions
0
Across all registered organizations
HYBRID CLOUD
Active mail handshaking engine