Aeion CRM for B2B Sales
B2B sales operating model: pipeline → sequences → AI scoring → forecast → close. Aeion ships the full stack natively: multi-touch email sequences with built-in A/B testing, AI-driven lead scoring, pipeline and deal management, quote generation, revenue forecasting, and AI coaching for call analysis and email drafting. Flat tier — no per-seat as the team grows.
The B2B Sales Stack
Modern B2B sales runs on five pillars:
Recommended Stack for B2B Sales
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End-to-End Outbound Sequence Pattern
The bread-and-butter B2B SDR workflow — Aeion runs the whole loop from a few minutes of setup.
AI Coaching — Where the Game Changes
Aeion's AI analyzes sales rep activity and provides coaching.
Forecast Accuracy
Aeion's built-in analytics computes weighted pipeline and closed/committed/best-case/pipeline buckets by deal probability — weighted forecast is the sum of each deal's value × its (manually set, per-deal) probability, for every deal expected to close in the period.
FAQ
Aeion CRM's flat $49/mo — the only plan. Unlimited contact + deal capacity, all 5 AI agents, and unlimited reps. Sufficient for $1-10M ARR companies.
Singularity connectors for all three. 2-4 weeks for typical migrations.
Aeion tracks deal owner, value, close date, and stage-transition timestamps automatically. Use built-in analytics to compute commissions per rep per period. Custom commission formulas are configurable via Blueprint workflow.
Aeion handles standard B2B quotes natively — line items, discounts, and tax. E-signature is tracked on the quote/deal (status, provider, request ID), but Aeion doesn't ship its own signing provider by default — you wire DocuSign, Adobe Sign, or similar, and Aeion tracks the result. For complex CPQ (configuration-driven product variants), there's no dedicated product-configurator engine — line-item quotes are the ceiling today, so evaluate a dedicated CPQ tool if your pricing needs that.
No. AI augments human coaches; doesn't replace them. The patterns AI surfaces (objection categories, stuck-deal signals) inform the human coach's 1:1 conversations.
If you're calling through Aeion Connect's built-in softphone, recording and transcription flow into the CRM timeline automatically — no separate integration step. For calls placed elsewhere (Gong / Chorus / Zoom / Microsoft Teams / Google Meet), integrate via Singularity webhooks; AI transcription + analysis runs the same either way.