Sonta AI agents qualify inbound, draft replies, brief your reps and keep every record current. You approve what needs you.
DavidIntegration concern raised May 4 — resolved May 12
Three similar deals closed after the IT brief landed
The morning brief lists the deals that need you today, one next step each. Before a meeting, prep is on the record: stage, last touchpoints, the open concern. After the call, the agent updates the record from the transcript and queues the follow-up for review. The rep approves it on the walk to the next meeting.
Book a demo and we'll run it on your pipeline.
Meridian proposal is 9 days quiet — re-engagement drafts ready.
Northwind renewal is 30 days out — QBR still not booked.
Atlas trial ends Friday — usage up 40%, propose the annual plan.
A form submission triggers capture, an agent qualifies against your ICP, an agent drafts the reply, a person approves the send, and the record updates itself. Each agent step names the model it runs on.
Your AI sales agents each have a job, a trigger, and a place to put the answer. You can read one the way you'd read a job description: what it's for, which model it uses, what it hands over when it's done.
The goal is written in plain language, so anyone on the team can read what the agent was told to do. The model is chosen per task. The answer lands as fields on the record, which is how the next step starts from structured truth instead of a paragraph someone has to re-read.
Pipeline, renewals, top accounts: the dashboards you'd expect, built on records that agents keep current. One line under the number says why it moved, and names what moved it.
| Account | ARR |
|---|---|
| Meridian Financial | 84,000 |
| Northwind Systems | 56,000 |
| Atlas | 38,000 |
| Hargrove & Co | 24,000 |
↑ 9% this month — two renewals landed early; Northwind's +18% usage quarter is the driver.
AI runs through every step of your GTM, and the architecture keeps what matters yours: your context, your agents, your workflows — whatever model they run on.
A full CRM implementation, shaped to your firm before it ships. The project team sits with yours to design your data structure, migrate records from your existing CRM and other sources, connect your integrations, and build the agents around your closed-won transcripts and your existing playbook. The first workflow then runs in shadow mode before going live.
The project team sits with yours. We map the workflow, design your CRM data structure, and plan the migration from your existing CRM and other sources. Records, custom fields, and your integrations (inbox, calendar, comms stack) are imported and connected in this window.
Data import and integration testing run alongside agent tuning. The agents are shaped to your firm. We work from your closed-won transcripts, your top-rep recordings, and your existing playbook, not a generic template. Tone, scripts, edge cases, escalation rules.
Agents run against live conversations but don't ship anything without a human approval. You see what each agent would have done. You correct. The playbook updates. The next message reflects it.
You decide where each agent acts autonomously and where it asks a human first. We can ship cautious or aggressive — you pick the dial, per workflow and per channel.
Agents ship. Project team sits in the war room for the first two weeks.
Still mapping where to start? Book the 30-minute diagnostic.
Records, pipelines and history come across in the connect stage, and your current CRM keeps running in parallel until you cut over.
Connected in week one. Agents draft in the rep's voice, log every touch on the record, and schedule without a reschedule email written by hand.
Frontier models, integrated through the Model Context Protocol and equivalent open standards. The whole platform is operable by AI through one connector.
Your data is yours. We don't train on it. Encryption at rest and in transit, role-based access, audit trails. GDPR-aligned by design (see privacy).
Sonta AI is not a CRM with AI features. It is an agentic CRM: the data model is built for agents to read and write in real time, not just for reps to log activity. AI added on top of a legacy CRM works on the shallow data reps typed in. Sonta's records update as a side effect of work happening, so its agents work on current, complete context.
Migration is staged. Sonta AI starts with the workflows where agents add the most value, keeps your existing CRM running in parallel, and cuts over once the team trusts the agents. Imports come straight from Salesforce, HubSpot, Pipedrive, Attio or FollowUpBoss, and the CRM, the sequencer and the meeting-notes tool consolidate into one platform.
Your AI cost is the model cost, transparent. Sonta AI routes to frontier models without a proprietary AI tax and without per-conversation fees defending a 25-year-old margin. As frontier model prices drop, your AI cost drops with them.
Adoption is structural, not behavioral. There is no separate system for reps to learn: the agents take over the work reps used to do by hand, logging calls, updating records, drafting follow-ups, prepping accounts. The rep stays in the conversation, and the product becomes the path of least resistance in the first week.
Your context, your agents and your processes live at Sonta's layer, not inside a model vendor's system. When the best-fit model for a workflow changes, Sonta AI routes to it, and your work runs continuously while the model layer evolves underneath. You are not locked into a model vendor, and you are not locked into Sonta.
Every vertical Sonta AI serves has a product owner and delivery team from inside that industry. The data model, the agent prompts, the workflows and the vocabulary are built around how your industry sells, and the agentic CRM arrives already shaped to real estate, recruitment and staffing, auto retail, and professional services. You are not the first team teaching Sonta what your work looks like.
A 20-minute demo of Sonta AI, customized to your industry.