Help Center

Open Adrata to see the buying group, account context, and ranked next actions. Each contact is framed by deal signal, engagement, and buyer authority so you know who matters most right now.

For Reps

How to use Adrata every day to close more deals.

Ranked next actions

Your daily view of who to reach and why. Adrata scores people by deal signals, engagement recency, buying-group role, and authority so you spend time on the people most likely to move a deal forward.

→ AI-ranked priority list updated in real time
→ Daily outreach targets and progress tracking
→ One-click actions: email, call, add to pipeline

Pipeline

See every account by workstream: planning, mapping, entry, threading, advance, close, hygiene, and expand. Each company card shows recent activity, deal stage, and the people involved so you can manage your book of business in one view.

→ Visual pipeline with drag-and-drop stages
→ Company and contact details on every card
→ Filter by stage, activity, or buyer room coverage

Intelligence

Every company and person has an Intelligence tab with AI-generated insights. Use the PULL framework to understand readiness before you reach out:

→ Project: what’s on their priority list right now
→ Urgency: why they need to act soon
→ List of Options: alternatives they’re considering
→ Limitations: what’s blocking their current approach

Inbox and Email

Send and receive email directly inside Adrata. Every conversation is linked to the contact and company so you have full context without switching tools.

→ Integrated email with conversation history
→ Activity automatically logged on contact records
→ AI-powered draft suggestions

For Leaders

Visibility into your team’s pipeline and execution.

Pipeline visibility

See every deal across your team in one view. Filter by rep, stage, or activity to spot deals that need attention before they stall.

Execution performance

Track daily outreach targets and actual execution. See which reps are building real buying-group coverage and which ones need coaching on prioritization.

Deal coaching

Before 1:1s, review your rep’s deal intelligence and buyer room coverage. The PULL readiness scores show exactly where each deal stands and what’s missing.

Reports

AI-generated morning briefs and pipeline reviews delivered on your schedule. Create custom reports to track the metrics that matter to your team.

AI Assistant

Ask Adrata anything about your pipeline, contacts, and deals.

What you can ask

The AI assistant has full access to your pipeline, people, companies, and activity data. Ask it anything:

→ "Who should I follow up with today?"
→ "What’s the status of my biggest open deal?"
→ "Research this company for my meeting"
→ "Draft a follow-up email to my main contact there"

How it works

The AI chat panel is always available on the right side of every page. It knows who you’re looking at and adapts its responses to the current context.

→ Context-aware: knows which company or person you’re viewing
→ Attach files for analysis
→ Voice input with Speak mode

Buyer Room Mapping

Identify and engage the full buying committee at every account.

Finding the full buyer room

Every company page has a Buyer Room tab showing the people involved in the deal and their roles. Look for gaps in coverage:

→ Champions who advocate for you internally
→ Economic buyers who control budget
→ Technical evaluators who assess your solution
→ Potential blockers to navigate around

Intro Path

When you need to reach someone new at an account, use the Intro Path tab to find the fastest route in:

→ Who actually signs off on deals like yours
→ Who has influence over the economic buyer
→ Warm introduction paths through existing contacts

Frequently Asked Questions

Quick answers to common questions.

What are ranked next actions?

Ranked next actions tell reps who to contact, in what order, and why. Adrata scores each person by deal signal, engagement recency, buying-group role, and buyer authority so reps can build coverage instead of guessing.

How does the Intelligence tab work?

Every company and person has an Intelligence tab with AI-generated insights. It uses the PULL framework (Project, Urgency, List of Options, Limitations) to assess deal readiness. You can also generate strategy summaries and power questions for any account.

How long does setup take?

Most teams are up and running in under 30 minutes. Add your companies and contacts, invite your team, and Adrata starts generating intelligence immediately. Insights improve over time as more activity flows through.

Is my data secure?

Yes. All data is encrypted at rest and in transit. Adrata runs on AWS with SSO support. Your data is never shared with other customers or used to train AI models.

Need help?

Our team is here to help you get the most out of Adrata.

Contact Support