Aeion CRM Architecture

15 services and 21 data objects, organized into 5 functional surfaces — pipeline + deal management, email sequences + engagement tracking, lead scoring + churn prediction, AI coaching + content generation, analytics + reporting. End-to-end flow from lead capture through scoring to deal close.

Module Inventory

Core Capabilities (15)

AI deal coaching, churn risk prediction, pipeline analytics, async sequence + scoring processing, external CRM sync, deal lifecycle management, email sequence orchestration, contact enrichment, cross-module event handling, lead scoring, quote generation, meeting/task scheduling, activity timeline, and more

Data Objects (21)

Contacts, companies, deals, pipelines, activities, notes, tasks, meetings, booking types, quotes, campaigns, email accounts, email sequences, sequence enrollments, email templates, email engagement events, email step runs, lead scoring models, lead scores, saved filters, and settings — all natively related and queryable together

Cross-module integrations

commerce (order history on contact), helpdesk (tickets on contact), connect (inbox threads on contact), marketing (campaign membership), auth (user identity)

Async Processing

Sequence sends and lead-scoring recalculation run in the background, so nothing blocks the UI or API response

AI-powered features

Deal coaching (next-step nudges from recent activity), AI-assisted contact enrichment, and email/message sentiment analysis — each powered by Aeion AI. Lead scoring and churn-risk scoring are deterministic rule engines (no AI in the scoring path).

Service Map — 5 Functional Surfaces

End-to-End Lead → Deal Flow

Real call path from lead capture to closed deal.

Lead Scoring — Configurable Rules Engine

Aeion's lead scoring is a deterministic, SQL-native rules engine — no AI call is in the scoring path itself, which keeps it fast, cheap, and fully auditable.