A Russian ABM platform for B2B with long sales cycles

Target accounts: a touch plan in one system

Data from your CRM and website, three priority axes, touch sequences for every segment and touch-based revenue attribution: which companies are ready for a deal, what to do next and which channel brought it.In our cloud or in your environment without internetA pilot on your data with acceptance on live scenarios

Large logistics firms, activity down

revenue > 500M ₽ · no touches for 30 days

47
RFM
344
Stage
At-Risk
Engagement
82
5558Champions
45512
34447Declining
33419
21131At-Risk
11164Dormant

An example of a segment card. The numbers are illustrative.

  • Servers and data in Russia

    Stored and processed under Russian data law

  • Works with your CRM

    Bitrix24 and a CSV export, no developer needed

  • Contacts kept encrypted

    An address is stored as a fingerprint that cannot be reversed

  • In the cloud or in your environment

    An offline installation verified on a test stand

9
AI agents behind one gateway
3
priority axes: RFM, stage, engagement
1
command — an offline installation in your environment
≤ 1
business day — support response
7
pilot steps with acceptance on live data

Sound familiar?

  • A deal takes months, and the CRM shows only the stage: what happens at the client between calls is unknown.
  • Several people take part in the purchase, and the CRM keeps them one by one: no roles and no sign of who is missing from the committee.
  • Emails, events and calls run out of step, and each channel's contribution to revenue is unknown.
  • The plan for the target accounts lives in the marketer's spreadsheet, not in a system.

ABM Персона gathers the company's data into one context, sets priorities on three axes, runs touch sequences and computes each channel's contribution by touches.

From company data to a measurable action

Pick an area of the product to see exactly what the marketer, sales and the executive get.

Product / Accounts

A full dossier and a priority for every account

The platform gathers one working context around a company — from registry data to movement history and deal potential.

  1. 01

    Card and dossier

    Industry, region, website, RFM, engagement, stage history, an AI brief and a potential estimate.

  2. 02

    ICP profile

    Comparison with companies that have already bought: by industry, size, region and other available attributes.

  3. 03

    Three priority axes

    RFM, lifecycle stage and engagement stay separate, explainable indicators.

  4. 04

    Buying committee

    Decision makers and influencers laid out by function; the system shows which roles are found and who is missing.

Product / Activation

Segments, playbooks and one touch history

The team turns a chosen segment into a managed process: rules recompute, touches are recorded, actions stay under human control.

  1. 01

    Dynamic segments

    Rules are built in a constructor; the list recomputes and shows who entered or left.

  2. 02

    Playbooks

    Sequences of emails, SMS and Telegram messages with delays and conditions run on a chosen segment; manager tasks are a separate list.

  3. 03

    Touch journal

    Emails, meetings, events, site visits and offline touches fold into one timeline.

  4. 04

    CRM and channels

    Bitrix24 with write-back, amoCRM on request, inbound replies over IMAP, Telegram, SMS and webhooks.

Product / Analytics

Analytics that explains how an account moves

Not one decorative index but several independent views of the same data — for marketing, sales and the executive.

  1. 01

    Management overview

    Funnel, key indicators, dynamics and sources of the result on one screen.

  2. 02

    Activity surges

    Rising interest by topic and external signals shows where engagement leaves its usual level.

  3. 03

    Channel attribution

    First touch, last touch and the Shapley model show channel contribution differently.

  4. 04

    Three R's

    Reputation, relationships and revenue are measured separately and never collapsed into an opaque score.

Product / Data and control

Data stays accessible, actions stay verifiable

The platform shows not only the result but the origin of the data, the state of the source and the limits of automation.

  1. 01

    Import and base quality

    CSV/XLSX up to 50 MB, preview, field mapping, deduplication and a clear import report.

  2. 02

    Government sources

    Enrichment from the Federal Tax Service and the SME registry by tax ID; a result and a source error are never mixed.

  3. 03

    152-FZ by design

    Tenant isolation, personal-data encryption, the right to be forgotten and a signed action journal.

  4. 04

    API and export

    Outbound webhooks, API keys and selection export keep the data from being locked inside the system.

Three axes scored together

Each axis answers its own question: how recently and how much they bought, where the company sits in its lifecycle, how engaged it is right now.

A single metric cannot answer «who do I write to today»: a recent purchase without activity and activity without purchases mean different things. Hence three axes.

RFM

1-5

recency, frequency, monetary

  • 555Champions
  • 455Loyal
  • 344Promising
  • 211At-risk
  • 111Dormant

Lifecycle

6 stages

scored over the whole history of transitions

  • NewJust arrived
  • TrialPilot / demo
  • ActiveRegular usage
  • At-RiskDeclining activity
  • DormantGone quiet
  • ChampionExpansion

Engagement

0-200

sum of events with weights

  • open+ 1
  • click+ 3
  • lesson+ 5
  • webinar+ 10
  • demo+ 20
  • consult_request+ 30

The result: segments with readable names and rules you can explain to a salesperson and an executive.

What each role gets

Marketer

  • Rule-based segments instead of hand-made lists
  • Touch sequences per segment with A/B comparison of a step
  • Hypotheses and emails from AI agents — for approval, never around it

Sales

  • Account priority on three axes with an explainable score
  • Buying committee: who is found, who is missing
  • A brief and the next step for every account

Executive

  • Plan and actual revenue by segment and playbook
  • Channel contribution by touches, not by the last click
  • An operations journal and data that is never locked inside

For companies with security requirements

The same product — in your environment, on your AI model and with documents you can verify.

In your environment without internet

A bundle with images and scripts; your own encryption keys; a licence bound to the installation; a signed bundle; upgrades with automatic rollback.

About the installation →

AI agents on your model

Nine agents run on a model in your network — vLLM, Ollama, llama.cpp — or on a cloud one at your discretion. No personal data reaches the model.

About the agents →

152-FZ and the software registry

Encrypted contacts, database-level isolation, a signed journal. The documentation is the same set filed with the Russian software registry.

Documentation →

Not a presentation but a working environment

The pilot is built on target accounts and the company's data. Every stage leaves a verifiable result.

  1. 01

    Kick-off

    ICP, scoring, committee roles, the account list and the initiative → product map.

  2. 02

    Deployment

    An agreed environment, access and the architecture for collecting external signals.

  3. 03

    Data

    Base import, CRM link, enrichment and filling of account cards.

  4. 04

    Sources

    Connecting government, corporate and industry sources.

  5. 05

    AI agents

    Roles, prompts, thresholds, constraints and agent passports.

  6. 06

    Process

    Playbooks, templates, digests and team training.

  7. 07

    Acceptance

    An end-to-end run on live data, criteria check and a recorded result.

Pilot outcome

A system you can use the day after acceptance

  • Populated accounts and one history
  • A CRM link and working playbooks
  • Configured agents and sources
  • Agent passports and accumulated data

Connects today

Five sources work right now, all of them Russian services

Bitrix24CSV exportSite counterUniSender GoMailbox over IMAP

amoCRM, ad audiences and the AI features are still in progress. What connects today and what does not is laid out on the integrations page.

Data is stored in Russia

  • · A server in Russia. The customer database sits in a separate network segment with no access from outside.
  • · Addresses and phones are stored as an encrypted fingerprint. The system finds duplicates by it, and the address itself cannot be restored from it.
  • · A journal of operations on personal data. Every entry is signed together with the previous one, so the journal cannot be rewritten after the fact.
  • · Erasure on request: both the data and the events are wiped.
  • · Every finding in the AI brief carries a source and a date: you can check it instead of taking it on faith.

We show it on your data, then run a pilot

There is no self-service sign-up: a short conversation first, then access. That is how we understand your task and say honestly if the product is not for you.

#1 We show the platform on your data

Upload a CSV export or connect Bitrix24 — you will see your segments, account priorities and the first touch sequence. Free, on request.

Your base, all three axes, the first playbook

Book a demo

#2 We run a pilot with acceptance

Seven steps from the kick-off to acceptance on live data — in our cloud or in your environment. Then a plan sized by base and seats, or an installation under a contract.

The operator uses the simplified tax regime; invoices are issued without VAT.

See pricing

Frequently asked

Leave a demo request. There is no self-service signup: we reply within one business day, show the product on your data and open access. From there you upload a CRM export or connect Bitrix24 and see your first segments the same day.

Try it on your own base, not on slides

Send a request and we will show the product on your data rather than on a demo set. The demo on your data is free: your segments, priorities and the first touch sequence. If we see the product is not a fit, we say so.

ABM Персона. A Russian ABM platform for B2B with long sales cycles