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Agentic CRM for AI-first GTM teams.

Run by agents. Powered by leading AI technologies.

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AI overview
Mark Reyes

Mark Reyes at Meridian Financial has gone quiet — the deal stalled right after the May 4 legal review, and a new CFO stakeholder is reviewing cost.

proposal · day 9Stalled — recoverable
VP Operations · economic buyer · $84K ARR, 24-month term
Email opens fell 100% → 0% immediately after the legal review
New decision-maker: Sarah Park (CFO) joined the thread — reviewing cost, not fit
The integration concern is the blocker — raised May 4, never resolved
Based on 28 fields · 1 relation · 2 conversationsGenerated 2:30 AM
The record

Records that keep themselves current

The overview at the top of a record is written from the record itself — fields, activity and conversation history, with the source of every claim named.

Northwind SystemsCustomer
Renewal openedHealth reviewProposalContract reviewRenewed
Renewal
ARRUS$56,000
Renewal dateJun 12, 2026
Auto-renewOff
People
ChampionPriya NairPriya Nair · since April
OwnerDavidDavid
Usage
Usage trend+18% QoQ
QBRNot booked
ActivityCommunications
AllEmailsCallsMeetingsNotesTasks
Email received — Priya Nair, re: renewal terms and the usage numbers ahead of the sync2d ago
Meeting held — renewal sync with Priya NairMay 2
Note — Tom Álvarez handoff complete; Priya owns the renewalApr 14
Task — book the QBROpen
AI overview
Priya NairNorthwind renews Jun 12 with auto-renew off — usage is up 18% QoQ, the QBR isn't booked, and Priya Nair replaced Tom Álvarez in April.
$56K ARR — renews Jun 12, auto-renew off
Usage +18% QoQ — strongest quarter on the account
QBR not booked — renewal is 30 days out
From history

Priya Nair replaced Tom Álvarez as champion in April

February QBR drove the last seat expansion

Based on 24 fields · 2 relations · 4 conversationsGenerated 7:00 AM
Sonta's data model is built for agents to read and write in real time. That is what an AI CRM should have been. Legacy CRMs store what reps type; agents on top of legacy data work on shallow signal.
The agents at work

The work, already done

A lead answered in thirty seconds, a stall caught before the meeting, a record that updated itself — twelve days of a deal, carried by agents between your decisions.

Day 1 · The lead, answered

NewWorkingNurturingQualifiedDisqualified
Mark Reyes
Mark Reyes
VP Operations · Meridian Financial
AI overview
ICP fit Strong — B2B ops, 200+ seats
Lead score 81
Routed to: DavidDavid
Activity
9:41:07 AM — Form submitted
9:41:34 AM — First reply drafted, queued for review
Qualified against your ICP, enriched, routed to David. The timer is the claim.

Day 9 · The briefing that catches the stall

Morning briefingPre-meeting briefing — Mark Reyes, Meridian Financial · today 2:00 PM

Quiet since the May 4 legal review — five days, no opens

Sarah Park (CFO) joined the thread — reviewing cost, not fit

Integration concern raised May 4, never resolved

DavidTask created · Davidreview task created, brief attached.
Based on 21 fields · 1 relation · 3 conversationsGenerated 7:15 AM
The stall is named before the meeting starts.

Day 12 · The record updates itself

Field changesStage history
Version 5
May 12, 2:47 PM
ChangedStage: Proposal → Contract review
ChangedBlocker: Integration concern → resolved (IT brief accepted)
NewStakeholder — Sarah Park (CFO): aligned on 24-month term
ChangedClose date: → May 28
Follow-up drafted — in review queue
Records update as a side effect of work happening.
Model strategy

Models are a setting

Frontier and open source, side by side. In Sonta AI the model is chosen per task: inside one workflow, different agents run on different models.

Anthropic Claude — one of the frontier models Sonta AI runs agents onDeepSeek — an open-source model available in the same model pickerMeta Llama — an open-source model, swappable per workflow stepGoogle Gemini — a frontier model, chosen per task in Sonta AIQwen — an open-source model, connected alongside the frontier ones
Nightly pipeline scan
2,400 records · every night · low stakes per record
Open source
cost follows frequency
Morning briefing
one brief per rep · before the day starts
Gemini
mid-tier
Client-facing draft
high stakes · reviewed before it sends
Claude
frontier
Company research
fresh sources, cited
Perplexity
live-web
One workflow · many models · chosen per task
Chosen per task. Client preference is a setting, not a rebuild.
ModelClaude
ClaudeChatGPTGeminiPerplexity
Chosen per task.
The diagnostic

First, find out where your AI is leaking value.

30 minutesa written reportno demo, no pitch

The AI Efficiency Diagnostic is a booked 30-minute session, not a quiz. You leave with a document your team can act on the same week:

01Every AI tool your GTM team touches, and what each one actually does
02The three handoffs where context dies
03Which of your workflows an agent can own this quarter
04A 90-day sequence, in order, with owners
Book the 30-minute diagnostic
Built for your industry

Built for the way your industry actually sells

The same agents, running on your objects, your stages, and your vocabulary. Four industries live today.

Real estateAnswer a portal lead before the other three agents do.See the real-estate agents →Recruitment & staffingKeep every candidate, placement and contract as a record, not a note.See the recruitment agents →
Auto retailRun a two-person BDC that covers a six-person desk.See the auto-retail agents →Professional servicesCatch the retainer renewal before the client remembers it.See the professional-services agents →

In a different industry? The four above are where we've gone deepest. The same agents run on custom objects shaped to yours: that's what the builder is for.

Architecture & trust

Your context, your agents, your processes — yours.

Every important event in your business is structured for any frontier model to read and act on. Your agents and your processes travel with it, and the rails under them are product surfaces you can open.

Read how the AI-native architecture works →

ContextAgentsWorkflows
Collection
Deals
Deal details
Stage · Amount · Close date · Owner
Renewal
Term · Renewal date · Signed file
Related entries
Contact · Company · Leads · Payments
Agent
Lead qualification
Goal
Qualify inbound leads against our ICP
Reads
Lead record · past deals · email history
Actions
Score · Assign owner · Schedule meeting
When this happens
Record Created
Fires when a record is added to Leads
Check condition
Owner is empty
If / Else
Then do this
AGENT · Lead qualification
AI · Claude
Structured Data
Collections, fields and field groups you configure: records shaped like your business.
Configured AI Workers
Agents you define: the goal, the model, the data they read and the tasks they execute.
Automation & Orchestration
Agentic processes you assemble once and reuse: triggers, conditions and steps, with agent and system actions in one flow.
AI Insights
Overviews written from the record itself, with every source named. Configure the data each one reads and the goal it works toward.
Builder Agents
Describe what you need; the agent builds collections, layouts and workflows.
Omnichannel
Workflow actions ship on every channel: email, calls, meetings, forms.
Retrieval & Indexing
Records indexed so agents retrieve the right context.
MCP
The whole platform, operable by AI: any user action, without entering the system.
API
Everything reachable programmatically: records, workflows, runs.
Frontier & open-source AI: connect and swap models as needs evolve.
Anthropic Claude — one of the frontier models Sonta AI runs agents onDeepSeek — an open-source model available in the same model pickerMeta Llama — an open-source model, swappable per workflow stepGoogle Gemini — a frontier model, chosen per task in Sonta AIQwen — an open-source model, connected alongside the frontier ones
Models are connected. Architecture stays yours.
Context, agents and workflows are configured inside Sonta AI, with models connected underneath.

See your business inside it.

Records that stay current without anyone maintaining them. Inbound answered in seconds.

Book a demoBook the 30-minute diagnostic

A 20-minute demo of Sonta AI, customized to your industry. Or a 30-minute diagnostic if you're still mapping the gap.