CRM and Sales Funnel · Case Study
Clearco
A connected lead-to-job operating system that helps a service business capture interest, follow up consistently, schedule work, and retain the full customer history.
The challenge
Where the operation was getting stuck
Clearco had no unified system for capturing leads, following up on quotes, and tracking jobs from first contact through payment. Potential customers could slip through the cracks because the public funnel and internal workflow were disconnected.
What AURA built
A system designed around the real workflow
AURA built the lead funnel and CRM together. The public experience captures customer information and explicit email and SMS consent, sends an immediate confirmation email, and routes every inquiry into an admin platform with contacts, pipeline stages, job scheduling, invoicing, and conversations.
Results
Outcomes recorded in the platform
- 406 contacts tracked in the CRM
- 15 jobs scheduled and 17 completed at the recorded portfolio snapshot
- Immediate confirmation email on every funnel submission
- Email and SMS consent captured at the point of entry
- Lead history, scheduling, invoicing, and conversations connected
Figures reflect AURA's portfolio and platform records as of September 2026.
Delivered capabilities
What the platform includes
Lead-generation funnel
Custom CRM
Consent-aware communications
Email automation
Scheduling and job tracking
Invoicing and conversation history
Technology
Built for production
See the product
Visit Clearco
Explore the live customer-facing product where publicly available.
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