CRM Architecture & Specs

Aeion's lead scoring engine is built for scale — high lead volume doesn't slow down the rest of your CRM.

Database-Native Aggregation: Instead of pulling activity records into application memory to calculate behavioral scores, scoring runs as a native database aggregation — so recalculating scores across your entire contact base stays fast no matter how much history has accumulated.

Dual-Component Scoring:

• Demographic Score (40% default): Evaluates static contact attributes—title keywords, company size tiers, industry matching, and geographic fit against the scoring model.
• Behavioral Score (60% default): Aggregates actual engagement signals—email opens, link clicks, form submissions, document downloads, and meeting completions.

Configurable Weights & Ranges: Each scoring model defines custom weights (demographic/behavioral split), score ceilings (default 0-100), and floor values. Organizations can penalize prospects with generic email domains (gmail.com, outlook.com) automatically.

Immutable Score History: Every recalculation is logged with the previous score, new score, and the reason for the change — giving you a complete, auditable trajectory for every lead.

When a deal shows signs of stalling, the AI Deal Coach analyzes the situation — deal history, stakeholder engagement, and comparable deals — and generates a specific recommendation: what's likely blocking progress, the exact next step the rep should take, and how urgent it is. That recommendation is immediately turned into a task in the rep's queue, so nothing requires a human to remember to check back in.

Aeion CRM autonomously researches and fills missing contact data.

Smart Query Construction: Search targets are intelligently determined—skipping generic email domains (gmail.com, outlook.com, yahoo.com, hotmail.com) in favor of company names when available. This prevents wasted AI effort on personal email addresses.

Structured Research Extraction: Research prompts are sent to the configured AI provider (default: GPT-4o, configurable via CRM settings). The response is parsed and validated against expected fields: job title, LinkedIn URL, company industry, size, location, and professional summary.

Atomic Updates: Enrichment data is written to the contact record with a timestamp showing how fresh it is. Missing fields (job title, etc.) are backfilled automatically. Duplicate enrichment attempts are idempotent—overwriting old data with fresh research.

Aeion CRM can generate complete multi-touch campaigns from a single prompt.

Sequence Architecture: Each sequence is built from steps — emails (subject + body), timed delays, or manual rep tasks — up to 10 steps per sequence, enough for even complex nurture campaigns without becoming unmanageable.

AI Generation:

• System prompt instructs the AI on sequence design principles
• User prompt describes the campaign goal
• Response is validated to ensure step types and configurations are correctly structured
• Balances creative variation in messaging with consistent, structured output

Enrollment Automation:

• Contacts are automatically enrolled based on pipeline stage triggers
• Reply detection immediately un-enrolls contacts (prevents spam to active conversations)
• Manual task steps allow human intervention points for high-touch follow-up

Aeion CRM monitors cross-module signals to identify at-risk accounts before they cancel.

Signal Types:

• Escalated support tickets (high priority: +10, urgent: +20)
• Commerce refund requests (+30)
• AI-detected negative sentiment — flags the contact for account-owner alerting independently of the aggregate score below

Cross-Module Resolution: Customer identities are resolved across modules—accepting Commerce customer IDs, Helpdesk email addresses, or CRM contact references — and unified into a single customer record for scoring.

Severity Scoring: Each signal type carries a severity weight (0-100), summed into a running score capped at 100. The moment a contact's score crosses above 70, Aeion automatically opens a high-priority task for the account owner — no manual monitoring required.

Every deal includes a built-in deal room for external stakeholder collaboration.

Secure Token-Based Access: Each deal generates a unique, cryptographically secure sharing link. External stakeholders can view the deal room at that link without needing an Aeion account.

Document Tracking: Shared documents track view counts and upload metadata. The system records who uploaded documents and when, creating an immutable audit trail for legal and compliance purposes.

External Access Control: Toggle external access per deal to control whether stakeholders outside your company can view deal details. When disabled, shared links stop working immediately.