15 Capabilities, 21 Data Objects, One CRM
The complete reference for everything Aeion CRM ships — every capability, every data object it's built on. Documented, configurable, extensible.
Pipeline + Deal Management (3 capabilities)
| Capability | Purpose |
Email + Engagement (4 capabilities)
| Capability | Purpose |
Lead Scoring + Churn Prediction (2 capabilities)
| Capability | Purpose |
AI Coaching + Content Generation (2 capabilities)
| Capability | Purpose |
Analytics + Configuration (2 capabilities)
| Capability | Purpose |
Core Data Model — Quick Reference
| Object | Purpose | Notable fields |
Frequently Asked Questions
Both. The lead-scoring engine is hybrid — scoring models combine demographic/behavioral rules with a configurable weight split and decay config, layered with AI scoring per contact. Every computed score is written to the lead-scores history object with the signals that produced it, so a score is always explainable rather than a black box.
Yes. The External CRM sync capability migrates and syncs from Salesforce, HubSpot, and other CRMs. Contacts, companies, deals, and activities map onto the corresponding Aeion data objects, so your pipeline history carries over rather than starting from scratch.
Subscriber churn risk, paired with intervention recommendations — it surfaces at-risk relationships and suggests next actions rather than only flagging a number. It draws on the same activity, engagement, and deal signals the rest of the CRM records.
Each sequence enrollment holds per-contact state (current step, status, engagement counters), and the email-engagement object records send, open, click, and reply timestamps per email. Email-step-runs log each step's execution with status and any error, so a stalled or failing sequence is diagnosable down to the individual step.
AI sales coaching (call analysis, email drafting, next-best-action) and AI-assisted quote generation are capabilities layered on top of the core deal, contact, and activity data — the pipeline, scheduling, and analytics surfaces keep functioning on their underlying data objects regardless of AI availability.