Augur CRM combines the power of a modern CRM with intelligent automation and AI-driven insights. Built specifically for financial institutions, it streamlines the entire lead journey — from capture to conversion — while reducing manual effort and increasing conversion rates.
A complete lead intelligence platform built for financial services teams.
Capture leads from Meta Ads, WhatsApp, Website forms, and more — all flowing into one unified pipeline.
Smart scoring algorithms prioritize high-intent leads so your team focuses on what converts.
Built-in telecalling module with call tracking, recording, and automated follow-up sequences.
Seamless lead handover from telecalling to branch teams with full context and conversation history.
Set up intelligent follow-up sequences via WhatsApp, SMS, and email — triggered by lead behavior.
Track conversion rates, team performance, and campaign ROI with live dashboards.
From first touch to final conversion — every step is tracked, scored, and optimized.
Leads flow in from Meta, WhatsApp, Website, and partner channels automatically.
AI scores every lead and routes to the right team member based on intent and geography.
Teams call, qualify, and nurture leads with built-in calling tools and scripts.
Qualified leads are handed to branch teams with full context for conversion.
Track end-to-end conversion with attribution analytics across every touchpoint.
3x
Higher conversion rates with AI scoring
60%
Reduction in manual follow-up effort
24hrs
Average lead-to-first-contact time
Purpose-built for the unique workflows of financial institutions.
Manage SIP leads, track follow-ups, and convert prospects into long-term investors with automated nurturing.
Capture policy inquiries, score intent, and route leads to agents with the highest conversion potential.
Streamline loan application leads from digital channels to branch processing with full compliance tracking.