DemandGentic

From target account to booked meeting, on one board.

Track every target account through your funnel, with every call, email, and page visit on one timeline. Aria drafts the account strategy and engagement plans for your approval, accounts go to your AEs, and the next call or email is one click away.

What Pipeline Management does

  • Funnel stages

    Target, outreach, engaged, qualifying, qualified, and appointment set, plus won, lost, and on hold.

  • Account timelines

    Every call, email, reply, and visit for each contact and account, in one history.

  • Engagement plans you approve

    Aria drafts how to work each account. Your team approves or rejects every plan.

  • AE assignment

    Assign accounts to account executives one at a time or in batches.

  • Act from the board

    Call or email a contact straight from the pipeline, or turn a stage into a campaign audience.

  • Pipeline analytics

    Stage counts, engagement by stage, and qualified leads brought in from your campaigns.

Strategy from the same brain.

The pipeline reads from the same Organization Intelligence and the same account record as every channel.

  • Account strategy

    Aria drafts a pipeline strategy from your Organization Intelligence and the accounts in it.

  • Campaigns from the pipeline

    Create the campaigns a pipeline needs, and enroll accounts from campaigns you already run.

  • Replies read for intent

    Inbox replies are analyzed, so you see which accounts are warming up.

  • Engagement per account

    Who engaged, how, and when, summarized for each account.

How it works

  • Build the pipeline

    Bring in target accounts from your lists, segments, or campaigns.

  • Plan

    Aria drafts the strategy and the engagement plan for each account. You approve.

  • Engage

    Calls, emails, and sequences work the accounts, all on one timeline.

  • Hand off

    Qualified accounts go to their AE with the full history attached.

Built-in protections

  • Engagement plans go out only after approval

  • Accounts scoped to your workspace

  • Leads export for your CRM anytime

  • Unlimited users on every plan

Works with

Frequently asked questions

Does it replace our CRM?

No. It's where demand work happens before the CRM: target accounts, engagement, and handoff. Leads export to your CRM as a file.

Can our AEs work from it?

Yes. Assign accounts to AEs, and they see the full history and can call or email from the board.