# From target account to booked meeting, on one board.

> Account pipelines with funnel stages, cross-channel timelines, AI-drafted engagement plans you approve, AE assignment, and one-click calls and emails.

Page: https://demandgentic.ai/platform/pipeline · Updated 2026-11-01

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

- **[Data Management](https://demandgentic.ai/platform/data)**: Research, verification, segments, and suppression
- **[AI Voice Dialer](https://demandgentic.ai/platform/ai-dialer)**: Calls that reach the decision-maker and agree a meeting
- **[Quality & Intelligence](https://demandgentic.ai/platform/quality)**: Every conversation analyzed against your objective

## 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.

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DemandGentic (Pivotal B2B LLC) · https://demandgentic.ai/ · Book a strategy session: https://demandgentic.ai/book/zahid/meeting