Connect your CRM
Aurelian works on top of the system your team already uses.
Revenue recovery intelligence
The revenue you paid for is still in your CRM.
Aurelian identifies stalled opportunities, prioritizes the ones worth recovering, and gives your team the system to turn forgotten pipeline back into appointments and revenue.
Designed for high-ticket sales teams. Works alongside your existing CRM.
Example dataLast 30 days
Recovered revenue
$184,620
Illustrative value
Appointments34
Active recoveries128
Response rate31%
Priority recovery queuePotential value
94
$12,400Sarah M.Price objection · 42 days
87
$8,750Daniel R.Timing objection · 68 days
81
$6,200Emily K.No response · 19 days
The quiet leak in your pipeline
You already paid for the lead.
Then the opportunity disappeared between “not right now” and the next follow-up.
Traditional CRMs are built to store the lead. Aurelian is built to recover it.
AdvertisingAcquisition
Lead generationQualification
Call centerConversation
Sales representativeConsultation
Estimate or presentationProposal
Follow-upRecovery
A disciplined recovery loop
From overlooked record to measurable revenue.
Find lost revenue
Surface stalled estimates, dormant opportunities, and incomplete follow-up.
Score every opportunity
Prioritize recoverability alongside the economic value of the deal.
Determine the recovery path
Use context, objections, timing, and business rules to plan the next move.
Execute and follow up
Give reps a precise queue while coordinating permitted automation.
Prove the revenue recovered
Connect activity to appointments, outcomes, and closed business.
01CRM
02Identify lost opportunities
03Score recovery potential
04Determine best follow-up
05Rep or automation executes
06Track response
07Schedule next action
08Recover appointment or sale
09Attribute revenue
Recovery intelligence
Every signal, pointed at the next best action.
Aurelian turns dormant CRM history into an operating system for deliberate recovery.
Recovery Score
Ranks opportunities by recoverability and economic value.
Objection Intelligence
Keeps price, timing, spouse, financing, and other context in view.
Recovery Queue
Shows reps exactly which opportunities deserve attention next.
Follow-Up Logic
Schedules the next action around outcomes, working hours, and business rules.
Rep Accountability
Makes recovery activity, outcomes, and overdue work visible.
Revenue Attribution
Connects recovered appointments and closed business to the recovery effort.
Illustrative recovery path
Listen for intent. Respond with context.
Aurelian preserves the reason an opportunity stalled so the next interaction can be relevant, timely, and accountable.
This example illustrates a possible workflow. It does not claim that autonomous messaging is active for every customer or configuration.
Example recovery conversation
Aurelian
Hi Sarah, when you spoke with the team a few months ago, you mentioned revisiting this later. Is this still something you're considering?
Customer
Yeah, I just don't know about the price right now.
Aurelian
Understood. If the numbers made sense today, would you still want to move forward?
Detected objectionPRICE
Customer intentOPEN
Recommended next actionExplore payment options / rep handoff
Complementary by design
Why not just use a CRM?
Your CRM remains the system of record. Aurelian adds the recovery discipline that record alone does not provide.
Records what happened.
- Stores records
- Tracks pipeline
- Records activity
- Requires reps to decide what to do
Directs what happens next.
- Identifies stalled revenue
- Prioritizes recovery opportunities
- Creates recovery workflows
- Coordinates follow-up
- Measures recovered revenue
Built for high-ticket sales
One recovered deal can change the economics.
For teams where every lead carries meaningful acquisition cost and every closed job matters.
01Water Treatment
02HVAC
03Roofing
04Solar
05Remodeling
06Plumbing
07Electrical
08Other Home Services
One system, two clear views
Precision for reps. Visibility for managers.
For reps
Know where attention matters now.
- Due Now
- Hot Opportunities
- Follow-Ups
- Outcomes
- Daily Activity
For managers
See the recovery engine in motion.
- Recovered Revenue
- Rep Performance
- Recovery Funnel
- Overdue Tasks
- Pipeline Under Recovery
CRM integration
Built to work with the CRM your team already uses.
Aurelian sits on top of your customer system. It does not ask your team to replace the source of truth.
H
Initial integration
HubSpot
Connect CRM opportunity history to the Aurelian recovery workflow.
Protected by design
Trust is part of the architecture
Recovery intelligence without casual access.
Organization-level data isolation, encrypted CRM credentials, server-side secret handling, role-based access, and audit history are treated as operating requirements.
Review our security approachA better acquisition equation
Recover more from what you've already paid for.
When acquisition costs are already sunk, recovering even a small number of worthy opportunities can improve the economics of the pipeline you already own—without another dollar spent generating the same lead twice.
Recover more from what you already have
Stop letting paid-for opportunities disappear.
Turn forgotten pipeline into a measurable revenue channel.