Everything you need to get the most out of Adrata.
Set up your workspace and start selling smarter
Learn moreDaily actions, pipeline, buyer rooms, and AI intelligence
Learn morePipeline visibility, deal coaching, and team performance
Learn moreAsk Adrata anything about your pipeline and contacts
Learn moreHow to identify and engage the full buying committee
Learn moreCommon questions and troubleshooting
Learn moreGet your team up and running in minutes.
Import your accounts into the Pipeline or add them manually. Adrata enriches each company and contact with intelligence data automatically.
Add your sales reps and managers from Settings → Team. They’ll get an email to set up their accounts.
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.
How to use Adrata every day to close more deals.
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.
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.
Every company and person has an Intelligence tab with AI-generated insights. Use the PULL framework to understand readiness before you reach out:
Send and receive email directly inside Adrata. Every conversation is linked to the contact and company so you have full context without switching tools.
Visibility into your team’s pipeline and execution.
See every deal across your team in one view. Filter by rep, stage, or activity to spot deals that need attention before they stall.
Track daily outreach targets and actual execution. See which reps are building real buying-group coverage and which ones need coaching on prioritization.
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.
AI-generated morning briefs and pipeline reviews delivered on your schedule. Create custom reports to track the metrics that matter to your team.
Ask Adrata anything about your pipeline, contacts, and deals.
The AI assistant has full access to your pipeline, people, companies, and activity data. Ask it anything:
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.
Identify and engage the full buying committee at every account.
Every company page has a Buyer Room tab showing the people involved in the deal and their roles. Look for gaps in coverage:
When you need to reach someone new at an account, use the Intro Path tab to find the fastest route in:
Quick answers to common questions.
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.
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.
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.
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.
Our team is here to help you get the most out of Adrata.
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