Instantly uncover key account details, surface the best opportunities, and engage leads with automated, personalized sequences—so your team spends less time guessing and more time closing.


From territory planning to deal strategy, Aurasell automates busywork, streamlines quoting, and captures every key detail from sales calls—so your team can focus on building relationships and closing deals faster.
Turn every rep into a top performer with AI-driven coaching, get forecasts you can trust, and plan for any scenario with real-time insights—so your team makes smarter, data-backed decisions every step of the way.


Streamline every step from lead to close with automated workflows, ensure data accuracy across your CRM, and turn insights into action with AI-driven analytics that highlight trends, anomalies, and opportunities.








Segregation of Environments
Change Management Policy
Secure Development Policy
Baseline Configurations
Production Data Use is Restricted
Software Change Testing
Configuration and Asset Management Policy
Business Continuity and Disaster Recovery Policy
Uptime and Availability Monitoring
Testing the Business Continuity and Disaster Recovery Plan
High Availability Configuration
Automated Backup Process
Backup Restoration Testing
Background Checks
Performance Review Policy
Internal Control Monitoring
Information Security Program Review
Cybersecurity Insurance
Disciplinary Action
Code of Conduct
Acceptable Use Policy
Personnel Acknowledge Security Policies
Organizational Chart
New Hire Screening
Security Awareness Training
Performance Reviews
Independent Advisor
Advisor Meetings on Security
Information Security Policy
Roles and Responsibilities
Internal Control Policy
Data Classification Policy
Retention of Customer Data
Disposal of Customer Data
Data Retention and Disposal Policy
Vulnerability and Patch Management Policy
Third-Party Penetration Test
Vulnerability Scanning
Lessons Learned
Incident Response Plan
Tracking a Security Incident
Incident Response Plan Testing
Vendor Risk Management Policy
Vendor Due Diligence Review
Risk Register
Incident Response Plan Testing
Vendor Risk Assessment
Risk Assessment
Logging and Monitoring for Threats
Automated Alerting for Security Events
Restricted Port Configurations
Network Traffic Monitoring
Network Security Policy
Physical Security Policy
Privacy Policy
Communication of Security Commitments
Communication of Critical Information
Description of Services
Terms of Service
Confidential Reporting Channel
Access to Product is Restricted
Unique Access IDs
Least Privilege in Use
Removal of Access
Administrative Access is Restricted
Encryption-in-Transit
Encryption and Key Management Policy
Asset Inventory
User Access Reviews
Access Control and Termination Policy
This SOC 2 Type II report provides an independent assessment of our controls related to security, availability, and confidentiality for the period of October 1, 2025 through April 30, 2026. The report demonstrates our ongoing commitment to protecting customer data, maintaining strong operational controls, and meeting industry-recognized compliance standards.









