Find a reason to reach out.
Discover active companies through live web search, with source evidence and explainable fit scores.
SOLUTIONS BY TEAM
Different roles.
One shared direction.
Give Sales, Marketing, and RevOps a connected view of the customer. Bring discovery, engagement, and intelligence into the work each team does every day.
Less lost context between teams. A clearer next conversation.
at every next step.
Choose your team
Find the workflow that fits your world.FOR SALES TEAMS
Walk into the next conversation
with the whole picture.
Spend less time rebuilding context. Discover relevant accounts, follow up with a purpose, and keep the details from every sales conversation close to the opportunity.
THE EVERYDAY CHALLENGE
The next conversation starts before the last one is written up.
Follow up on what actually happened.
Use behavior-aware email sequences, then bring replies into a lead-matched inbox.
Keep the commitments.
Review meeting summaries and action items in the CRM activity timeline, with next-best actions informed by your sales history.
AN EXAMPLE CONNECTED WORKFLOW
Make the handoff count.
Discover
Find matching companies and review the evidence.
Engage
Start relevant outreach and adapt to the reply.
Follow through
Use meeting actions and shared CRM context.
Explore the products behind this workflow
FOR MARKETING TEAMS
Make the interest you create
easier to act on.
Connect website engagement to a useful next step. Give visitors a voice, capture their context, and move qualified interest into the right sales workflow.
THE EVERYDAY CHALLENGE
A new inquiry means little if the follow-up starts from zero.
Give visitors a way to engage.
Let Aria answer from your knowledge base, capture lead details, and arrange a meeting.
Capture more than a name.
Use embeddable forms with custom fields, spam protection, UTM attribution, and instant AI lead scoring.
Carry interest into the follow-up.
Create CRM records automatically and enroll form submissions into relevant email sequences using configured rules.
AN EXAMPLE CONNECTED WORKFLOW
Make the handoff count.
Engage
Welcome a question through Aria or an embedded form.
Capture
Keep contact details, source context, and lead score.
Continue
Move the lead into CRM and relevant email follow-up.
Explore the products behind this workflow
FOR REVENUE OPERATIONS
One connected view.
More informed next steps.
Bring pipeline activity, forecasts, and team performance into one view. Keep the data connected and make the reasoning behind recommendations visible.
THE EVERYDAY CHALLENGE
When context is scattered, every report needs another explanation.
Build on a shared record.
Keep contact activities, opportunities, and meeting action items in the same data layer, with duplicate-aware imports.
Explain the movement.
Review win/loss patterns with confidence and sample size, plus explainable ICP scores and rep coaching insights.
Give decisions a stronger foundation.
See weighted pipeline forecasts and deal-close predictions trained on your account’s historical closed deals, backed by role permissions and audit logs.
AN EXAMPLE CONNECTED WORKFLOW
Make the handoff count.
Connect
Bring the account, contact, and opportunity context together.
Understand
Review deal patterns, activity, and forecast signals.
Improve
Use recommendations to guide the team’s next actions.
Explore the products behind this workflow
THE WORK BETWEEN TEAMS MATTERS
A lead changes hands.
The context should stay.
Use one shared data layer to carry the relationship through each step of the sales journey.
Capture the interest.
Aria and forms capture the inquiry, contact details, and useful context.
Explore marketingContinue the conversation.
Use a shared activity timeline, email replies, and meeting action items to follow through.
Explore salesUnderstand the movement.
See pipeline stages, forecasts, and patterns that inform the next decision.
Explore RevOpsSHARED CONTEXT. CLEAR RESPONSIBILITIES.
Keep the whole picture.
Control who can act.
Admin, Manager, Rep, and Viewer roles support different responsibilities. Permissions are enforced on actions, while audit logs keep a record of the work.
- Account-level data isolation across the platform
- Encryption in transit and at rest
- Knowledge grounded in your documents, transcripts, and CRM
BUILT INTO THE PLATFORM01 02 03
One activity history.
Calls, emails, meetings, notes, and tasks stay connected to the contact.
One place to understand the opportunity.
Deal value, stage, probability, close date, and contract term remain visible in the pipeline.
A useful starting point for each team.
Bring your workflow to a demo and explore the products that support it.
Can different teams work from the same customer context?
Yes. The platform’s shared data layer connects CRM activities, lead sources, email replies, and meeting action items so the relationship is not split across unrelated records.
Which teams are these workflows designed for?
These examples focus on Sales, Marketing, and Revenue Operations. They show how the existing products can support each team’s part of the revenue workflow.
Can we keep Salesforce or HubSpot?
Bidirectional Salesforce and HubSpot sync is supported. Integrations are arranged on request, with availability and setup confirmed by the team.
What should we bring to a demo?
Bring the workflow you want to improve, the teams involved, and the tools you use. The conversation can focus on the handoffs and product capabilities relevant to that workflow.
LOOKING THROUGH A DIFFERENT LENS?
Your market shapes
the conversation, too.
Explore solutions by industry LET’S MAKE THE NEXT STEP COUNT
Bring your teams
into the same conversation.
Explore a connected workflow around the way your people work.
Book a team demo
Explore what works for your team.