What Aurea does

Aurea Software, Inc., headquartered in Austin, Texas, is a privately held enterprise software company that operates a portfolio of 25+ products organized around three solution clouds: Future of Work (Jive collaboration platform, Sococo virtual office, Bonzai intranet, Aurea Social), Future of Commerce (Aurea CRM, Pivotal CRM, FirstRain analytics, Infer predictive lead scoring, InsideSales, Aurea Campaign Manager, Synoptos), and Future of IT (CloudFix AWS optimization, Aurea Messenger ESB, Aurea Monitor, Aurea Process BPM), plus vertical-specific offerings in life sciences, retail, insurance, and energy. Its core commercial proposition is the Aurea Unlimited subscription model, introduced in March 2019, which grants customers access to the entire product library for a single annual fee with existing spend portable across products; basic onboarding is bundled, while advanced integrations and 24x7 Platinum Support constitute additional revenue streams.

The company's technology is predominantly built on AWS infrastructure and leverages third-party AI services (notably Amazon Lex for voice in ACRM NextGen) as well as proprietary components such as PeopleGraph relationship inference and SmartContact automated HR data synchronization. Customers include FICO, Cleveland Clinic, Cox Automotive, PayPal, Pearson, jetBlue, and Shimino (Shimano), spanning financial services, healthcare, automotive, manufacturing, logistics, education, insurance, and travel. Go-to-market is enterprise-led direct sales with AE-driven custom demos and implementations, augmented by self-serve trials for select products like Sococo and a customer community portal (Worx).

Aurea is wholly owned by ESW Capital Group, operating within Trilogy's portfolio of SaaS innovators led by CEO Kathy Slowinski, who oversees more than $100M in revenue across the parent group's assets. The firm maintains wholly-owned subsidiaries in the United States, Germany, France, the United Kingdom, and the United Arab Emirates to support global deployments, and has grown its portfolio from four initial products to nearly three dozen through a sustained acquisition program since 2013.

Name

Aurea

Legal name

Aurea Software, Inc.

Website

https://aurea.com

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

501–1,000 employees

Short description

Aurea Software is a privately held enterprise SaaS company that sells a Netflix-style annual subscription (Aurea Unlimited) granting access to a 25-product library spanning collaboration (Jive, Sococo), sales/marketing CRM (ACRM, Infer, FirstRain, InsideSales), and IT/integration (CloudFix, Messenger, Process), serving 4,000 global enterprises.

Ownership category

akta.pro rank

Product category

Enterprise Software

NAICS

Software Publishers (5132)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Cloud FinOps & SaaS Spend Management (BPAEAOAH)

Keywords

• Enterprise software platform
• Digital transformation solutions
• Cloud-based collaboration
• Customer experience management
• B2B sales intelligence

Headquarters

HQ city

Alpharetta

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Aurea Unlimited Subscription: Annual subscription model where customers pay a single fee to access the entire software library. The amount spent on one product can be applied towards all products in the portfolio. Standard and Enterprise editions included, both cloud and on-premises offerings.
2. Professional Services: Implementation, onboarding, and professional services for enterprise deployments. Basic onboarding included with subscription; advanced integration solutions require Professional Services scoping.
3. Platinum Support: Premium support tier offering 24x7x365 support hours, fastest SLAs, and priority issue resolution for mission-critical deployments.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

Aurea sells a portfolio of 25+ enterprise software applications organized under Future of Work (collaboration, virtual office, emergency notifications), Future of Commerce (CRM, predictive sales and marketing intelligence, email campaigns), and Future of IT (BPM, ESB integration, AWS cost optimization), along with industry-specific solutions for life sciences, retail, insurance, and energy. The entire portfolio is delivered through the Aurea Unlimited subscription, an annual fee that unlocks every product in cloud and on-premises editions.

Product overview

Aurea is an enterprise software company operating on an 'Unlimited' subscription model (similar to Netflix) that provides access to its entire portfolio of 25+ products for a single annual fee. The portfolio includes cloud-based and on-premises enterprise solutions organized across several categories: Collaboration products (Jive enterprise work platform, Sococo online workplace, Aurea Social, Bonzai Intranet), Sales & Marketing products (Aurea CRM, Pivotal CRM, FirstRain analytics, Infer predictive lead management, Aurea Campaign Manager, Aurea List Manager, InsideSales, Synoptos), IT & Integration products (Aurea Process BPM, Aurea Messenger ESB, Aurea Monitor, CloudFix AWS optimization), Employee Management (AlertFind enterprise notifications), and Industry-specific solutions (Clinical Solutions, Compliance Manager, Collaborative Enterprise, Store Management, Distribution Channel Management, Revenue Lifecycle Management). The platform supports marketing, sales, customer experience, collaboration, and infrastructure optimization.

Differentiator

Problem solved

Functional benefit

Brands

• CloudFix: Best-in-class AWS cost optimization solution for reducing cloud infrastructure costs.
• AlertFind
• Jive
• Sococo
• FirstRain
• Infer
• Aurea CRM
• Pivotal CRM
• Aurea Campaign Manager
• Aurea Process
• Aurea Messenger
• Aurea Monitor
• Artemis 7
• Aurea Compliance Manager
• Kayako
• InsideSales
• Evoq Content
• Bonzai Intranet

Products and services

• Aurea Unlimited Netflix-style annual software subscription that unlocks Aurea's entire enterprise software portfolio for a single annual fee, with the customer's existing software spend applied as credit toward any product in the library.
• Jive Enterprise work platform that connects people with ideas, information, and each other to power organizational collaboration across mobile and desktop devices.
• AlertFind Enterprise notification system for emergency and unplanned disruption communications, enabling mass two-way notifications to employees and customers via email, landline, mobile, and text message with response tracking and staff safety verification.
• Sococo Online workplace where distributed teams work together side-by-side, simulating a physical office environment to enable spontaneous collaboration regardless of team member location.
• FirstRain SaaS-based analytics solution delivering just-in-time customer and market intelligence, automatically discovering sales opportunities, market development strategies, and risk mitigation insights through predictive analytics and real-time monitoring.
• Infer Predictive lead management platform using machine learning and data science to identify promising prospects, build hyper-targeted segments, and increase conversion rates through proven predictive models based on thousands of external signals.
• InsideSales (formerly XANT) Data-driven, AI-enhanced sales playbooks that analyze billions of data points to tell sales reps who to contact, when, and how, resulting in higher contact and deal closure rates for B2B sales.
• CloudFix AWS cost optimization solution that helps companies reduce cloud infrastructure costs using best-in-class optimization techniques.
• Aurea CRM Comprehensive CRM solution managing every lead, opportunity, and customer interaction throughout the customer journey with 360-degree customer views, mobile access, and AI-enhanced features through AWS-powered analytics.
• Pivotal CRM Flexible CRM alternative to Salesforce that offers tailored configuration without expensive licensing or professional services, with a choice of on-premise or cloud deployment and complete customer control over sensitive CRM data.
• Aurea Campaign Manager Cloud-based email marketing platform delivering mature digital marketing capabilities for campaign management, behavioral segmentation, real-time analytics, and A/B testing to maximize campaign ROI.
• Aurea List Manager On-premises email and digital marketing solution delivering comprehensive email marketing capabilities with segmentation, targeting, and detailed analytics.
• Aurea Process Business process management building blocks for multi-channel customer journey automation, enabling modeling and measurement across web, mobile, and physical touchpoints with continuous improvement monitoring.
• Aurea Messenger Enterprise Service Bus (ESB) solution providing messaging middleware that enables rapid integration of mission-critical systems through custom adapters with continuous availability and dynamic routing.
• Aurea Monitor System monitoring and root-cause analysis tool delivering real-time monitoring and issue identification with automated discovery and policy management for running business operations.
• Artemis 7 End-to-end enterprise portfolio and resource management system offering real-time reporting with panoramic views into portfolio, financial, and resource management for decision making.
• Artemis Views Integrated cost and schedule management product suite providing Earned Value Management (EVM) and Project Portfolio Management (PPM) with real-time business intelligence and interactive analytics.
• Aurea Portal Management Transaction portal creation and management solution with personalized user experience and agile content management, enabling secure communication with employees, partners, and customers.
• Aurea Social Digital workplace solution enhancing Microsoft SharePoint and Office collaboration, enabling employees to crowdsource ideas, connect with peers, and find expertise across the organization.
• Bonzai Intranet Digital workplace intranet enriching SharePoint and Office 365 investments with engaging collaboration experiences, employee directory, and personalized user interface.
• Store Management Point-of-sale and store management solution suite optimizing the customer purchase experience with centralized inventory management and operational flexibility for retailers.
• Clinical Solutions Electronic Trial Master File (eTMF) and Trial Exchange solutions for clinical trial document deployment, management, and tracking with real-time compliance and global submission support.
• Compliance Manager Clinical, regulatory, SOP and training, and quality management solution suite helping life sciences organizations bring therapies to market faster with regulatory document management, eTMF, and quality oversight.
• Quality Management Solutions Real-time quality process tracking for life sciences enabling document compliance, deviations oversight, non-conformance management, and CAPA (Corrective and Preventive Action) oversight.
• Regulatory Solutions Regulatory Document Management (RDM) solution providing Life Sciences industry expertise for submission-ready documentation with simple tailoring tools.
• Collaborative Enterprise Retail ERP solution streamlining product and supply chain management with integrated PIM, purchasing portal, supply chain optimization, and financial management capabilities.
• Distribution Channel Management Insurance industry solution for producer commission modeling, calculation, and processing across distribution channels with comprehensive producer management functions.
• Revenue Lifecycle Management Retail energy industry solution for revenue and customer lifecycle management enabling billing, driving maximum revenue through a fully managed scalable platform with real-time insights and market compliance.
• Kayako Cloud-based help desk solution managing customer requests and conversations across multiple channels including live chat, email, Facebook, and Twitter with a self-service knowledge base.
• Evoq Content Feature-rich .NET content management system enabling easy content publishing and measurement with streamlined page creation, in-context analytics, and visitor engagement tools.
• Email Archival Cloud-based email archival service providing continuous archiving and discovery of email messages and attachments for Exchange and Office 365 environments with secure storage and compliance support.
• SalesBUILDER Product and solution configuration software for build-to-order and engineer-to-order businesses providing configuration and pricing solutions.
• QuickSilver Document creation and publishing solution supporting complex publications in virtually any language and format from text, graphic, and database sources including Microsoft Word, AutoCAD, and Excel.
• Synoptos Media intelligence solution providing news and social insights for understanding the media landscape, identifying stakeholder influence pathways, and improving operational decision making.
• Worx Customer community hub providing centralized access to product resources, documents, forums, peer connections, and the latest Jive features with personalized relevant information delivery.

Quantifiable outcome

• Cloud migration at 10x pace and 10% of traditional cost
• +4 more outcomes

Named customers14 records

Segments7 records

Ideal customer profiles6 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration6 records

AI capability12 records

Feature6 records

Partnerships

One partnership is on record.

• AWS (Amazon Web Services)coreTechnology or IntegrationCloud infrastructure partner powering Aurea's products. Jive and ACRM NextGen leverage native AWS technology for security, scalability, and rapid innovation. Future of IT Cloud enables organizations to migrate and build on AWS.

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Salesforce: Salesforce directly competes with Aurea's CRM, sales intelligence (FirstRain/Infer vs. Einstein/Tableau), and collaboration (Slack) products. Like Aurea, Salesforce bundles multiple acquired products under a single platform and sells to global enterprises, making it the closest comparable in go-to-market and bundling philosophy.
• Zendesk: Zendesk is the closest direct competitor to Aurea's Kayako help desk and customer service product. Both target multi-channel customer support, with subscription-based delivery to mid-market and enterprise customers, overlapping Aurora's enterprise customer segments.
• Appian: Appian is a direct peer in the enterprise BPM and process automation market where Aurea Process operates. Both sell subscription-based low-code workflow platforms to global enterprises and have expanded into AI-assisted process intelligence, making for a tightly comparable offering and buyer profile.
• HubSpot: HubSpot is a multi-product SaaS suite spanning CRM, marketing automation, and sales tools sold via subscription tiering, comparable to Aurea's Unlimited bundle approach. While more SMB-focused, the all-in-one platform strategy and inbound/PLG motion for adjacent products closely parallel Aurea's cross-product positioning.
• Pegasystems: Pega directly competes with Aurea's BPM (Aurea Process) and CRM-adjacent offerings through its low-code workflow and customer engagement suites. Pega's enterprise subscription model, verticalized GTM, and AI-augmented decisioning are highly comparable to Aurea's process automation and AI roadmap.
• Freshworks: Freshworks offers a multi-product SaaS suite (CRM, marketing, help desk) on a per-product subscription basis, directly comparable to Aurea's Unlimited bundle across similar buyer segments. Its product breadth and SMB-to-mid-market GTM closely mirror Aurea's portfolio expansion strategy.
• Slack (Salesforce): Slack is a direct competitor to Aurea's Jive and Sococo collaboration and virtual office products. Both target distributed enterprise teams with subscription-based messaging and collaboration; Slack's enterprise penetration post-Salesforce acquisition makes it a meaningful benchmark for Aurea's collaboration franchises.
• Atlassian: Atlassian's Confluence and Jira compete with Jive as enterprise collaboration and knowledge-sharing tools, while Trello competes with workflow management products in Aurea's portfolio. Atlassian's subscription per-seat model and enterprise expansion trajectory parallel Aurea's workplace/cloud strategy.

Broad incumbents

• ServiceNow: ServiceNow is a broad enterprise workflow and integration platform that competes with Aurea's BPM (Aurea Process), ESB (Aurea Messenger), and CRM-adjacent customer service tooling. Its enterprise GTM motion, subscription model, and acquisitions of integration vendors (e.g., Lightstep) parallel Aurea's portfolio-bundling strategy.
• Microsoft (Microsoft 365, Teams, Dynamics, SharePoint): Microsoft's portfolio directly overlaps Aurea's collaboration and CRM franchises: Teams/SharePoint compete with Jive/Sococo/Bonzai, Dynamics competes with Aurea/Pivotal CRM, and Power Platform competes with Aurea Process. As a much larger incumbent bundling workplace tools inside Microsoft 365, Microsoft is the dominant contextual competitor for enterprise collaboration buyers.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/AureaSoftware
• LinkedInlinkedin.com/company/aurea-software
• Facebookfacebook.com/aureasoftware

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Subsidiaries12 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Aurea