The Revenue Intelligence Platform for Modern Teams.
Stop paying Salesforce prices for a database with a UI. Aeion CRM delivers AI-powered lead scoring, SQL-native behavioral aggregation, email sequences with A/B testing, deal rooms, and full pipeline visibility—all natively wired into Aeion OS.
The AI-Powered Revenue Engine
AI Lead Scoring
Behavioral aggregation runs directly in the database for speed at any scale — not bolted on in application code. Dual-component scoring: Demographic (40% default) evaluates title, company size, industry; Behavioral (60%) aggregates email opens, link clicks, form submissions, document downloads. Scores refresh continuously and decay automatically as engagement cools, with a full audit history retained for every contact.
Next-Gen AI Orchestrations
Let autonomous agents handle the busywork:
Email Sequences with A/B Testing
Multi-step sequences run on real cadence logic, not a blast list — A/B test subject lines and content, watch open/click/reply/unsubscribe rates at every step, and let reply detection auto-un-enroll a contact the second they respond, so nobody keeps getting drip emails after they've already replied.
Single Pane of Glass CRM UI
Complete relationship visibility without tab-switching. The 'Companies' view leverages nested Relational Tabs to surface every active deal and related contact. The 'Contacts' view includes a dedicated 'AI Intelligence' tab surfacing intent scores, churn risk, and automated summary profiles. Powerful quick filters triage "Stalled (Rotting)" and "High Churn Risk" deals in one click.
CRM Analytics Pipeline
Deal velocity, win rate, average deal size, and sales cycle length update in real time, with drill-down activity dashboards and custom date ranges — so a sales leader can answer "are we actually going to hit the number" without exporting anything to a spreadsheet first (though CSV/Excel export is there when you need it).
AI Deal Coaching
Generates per-rep coaching from conversation intelligence, delivered in a clean, consistent format your team can act on immediately. Auto-creates actionable tasks from coaching recommendations. Stage-aware coaching based on deal stage and deal size.
Contact Enrichment
The moment a new contact is created, Aeion automatically pulls LinkedIn profile data, company information, and technology stack detection — so your reps walk into every conversation already knowing who they're talking to, without a manual research pass first. Also available on-demand via API.
Deal Room Architecture
Secure shared spaces for deal collaboration. Append-only document version history. Activity timeline auditing every view, upload, and signature event. Granular per-stakeholder access controls (view / download / comment / sign). eSignature integrates with your provider of choice to send documents directly from the deal room.
Real-Time CRM Sync
Already running Salesforce or HubSpot somewhere in the org and can't rip it out overnight? Real-time bidirectional sync keeps both systems current, with configurable field mapping and last-write-wins conflict resolution — plus a batch mode for the initial migration, so day one isn't a manual data dump.
Why Sales Teams Actually Switch
Win rate up 23% in one quarter
Teams that move from gut-feel prioritization to database-native behavioral scoring see real pipeline lift within the first quarter — not eventually.
Everything lives in one query, not five tools stitched together
CRM, Commerce, Helpdesk, and Finance share the same database, so a rep can see order history, support tickets, and deal stage without switching apps or waiting on a sync job.
A rep's inbox becomes CRM data automatically
Every inbound and outbound email through Inbox logs against the right contact and account — no "BCC your CRM" habit to enforce.
Flat pricing, not per-seat math
One flat platform price instead of per-seat-per-month billing that punishes you for growing your sales team.
Aeion CRM — Deep Dives
[Pricing](/modules/crm/pricing)
$49/mo flat — no per-seat / per-contact / per-hub charges. Worked example: $588/yr vs $60K+ Salesforce.
[Architecture](/modules/crm/architecture)
15 services + 21 data objects + 5 functional surfaces; lead → deal flow; AI scoring + email sequences.
[Security](/modules/crm/security)
Per-tenant isolation, query-layer RBAC, immutable audit log, GDPR pipeline.
[Services Catalog](/modules/crm/services-catalog)
Every capability mapped to what it does for your business.
[Tech Specs](/modules/crm/tech-specs)
Module inventory + system metrics.
Compare vs CRM Platforms
[vs Salesforce](/modules/crm/competitive/vs-salesforce)
Enterprise CRM per-seat × per-cloud bundling.
[vs HubSpot](/modules/crm/competitive/vs-hubspot)
Per-seat × per-hub pricing comparison.
[vs Pipedrive](/modules/crm/competitive/vs-pipedrive)
Sales-team-default + per-add-on tax.
Integration Walkthroughs
[Gmail](/modules/crm/integrations/gmail)
Connected email accounts + sequence sending today; self-serve OAuth + live inbox sync on the roadmap.
[Outlook](/modules/crm/integrations/outlook)
Connected email accounts + sequence sending today; live Graph sync + Teams meeting creation on the roadmap.
[Slack](/modules/crm/integrations/slack)
Deal notifications + daily pipeline digest via generic webhook (no bot / slash commands yet).
[LinkedIn](/modules/crm/integrations/linkedin)
Honest about API limits — AI-inferred contact research (no browser extension or Sales Navigator API today).
[Zapier](/modules/crm/integrations/zapier)
CRM events → generic webhook + Blueprint (no packaged Zap catalog yet).
[Salesforce Migration](/modules/crm/integrations/salesforce-migration)
Dual-run migration playbook (8-12 weeks).
Use Cases by Operating Model
[B2B Sales](/modules/crm/use-cases/b2b-sales)
Sequences + lead scoring + pipeline + forecasting + AI coaching.
[Customer Success](/modules/crm/use-cases/customer-success)
Health scores + renewal pipeline + save-the-account.
[Account-Based Marketing](/modules/crm/use-cases/account-based-marketing)
TAL + multi-buyer mapping + intent signals.
[Agency Client Management](/modules/crm/use-cases/agency-client-management)
Prospect → SOW → execution → renewal lifecycle.
[Startup Fundraising](/modules/crm/use-cases/startup-fundraising)
VC pipeline + intro chain + investor updates.
Frequently Asked Questions
Three things. (1) **Single platform** — your CRM, your Commerce, your Helpdesk, your Marketing, and your Finance all live in the same database, so cross-module queries are first-class. No more "sync your CRM to your billing tool" Zapier integrations. (2) **Built into the API surface** — every CRM entity (contacts, deals, accounts) has auto-generated REST + MCP tool actions with the same RBAC as everything else. (3) **Pricing** — flat platform price, not per-seat-per-month.
Yes — Singularity's Salesforce connector imports your full schema including custom fields, custom objects, and validation rules. Custom Salesforce fields become Aeion collection fields automatically; custom objects become Aeion collections. The import is one-shot or continuous-sync depending on your migration timeline.
Lead-score model trained on your tenant's historical conversion data — uses contact attributes, engagement signals (email opens, page views, calls), deal-stage progression patterns, and timing features. Updates score within seconds of a new signal. Surfaces top-scoring leads on the dashboard for sales priority. New tenants start with a calibrated industry-baseline model until you've accumulated enough data for tenant-specific training.
Yes — every deal carries its native currency. Pipeline reporting aggregates in your tenant's reporting currency using daily exchange rates from the Finance module's FX feed. Exchange-rate-as-of-deal-close locks in for closed-won deals so historical reporting stays consistent even when rates move.
Yes — the deal-scoring engine outputs both probability (win likelihood) and weighted-value (probability × deal value). Forecast reports use weighted-value by default; sales reps see probability so they know which deals need attention. Both update continuously as deal signals change.
Native — every inbound and outbound email through Inbox automatically logs against the matching CRM contact + account. No "BCC your CRM" workaround. Domain-based contact resolution infers company affiliation for new senders from your existing accounts.