Your Full CRM Assistant
Aria is an AI assistant that actually takes action in your CRM. She creates contacts, updates pipeline stages, books meetings, and drafts emails — all through natural conversation. Upload files for analysis, ask about your meetings, and let Aria manage your pipeline while you focus on closing deals.
Full CRM Control
Say "add John Smith to my CRM" or "move Sarah to APPT_COMPLETED" and Aria does it. She creates contacts, updates stages, assigns products, adds tags, and books meetings. No more clicking through forms — just tell Aria what you need.
File Upload & Analysis
Upload CSV files, PDFs, or images and Aria analyzes them. Import leads, review policy docs, or analyze meeting notes. She extracts the important details and takes action automatically.
Meeting History & Recaps
Aria has access to your Nexus meeting history with AI-generated recaps. Ask "what did we discuss with John?" or "summarize my last meeting" and she pulls the details instantly. Never forget a client conversation.
Insurance Expertise
Aria understands Term, IUL, Whole Life, Annuities, Disability, LTC, and Medicare. She knows the 17 pipeline stages and suggests exactly what to do next based on where each contact is in the sales cycle.
Get Started with Aria AI
Experience the full power of AIVIONT Aria AI with a 7-day free trial.