M01
Metrics
Sortiva asks“How would you measure whether this worked, six months from now?”
AI SDR · lead qualification on live calls
Every lead getsthe meeting.Sortiva takes it.
Sortiva is the AI sales agent that joins Zoom, Google Meet and Teams calls at whatever hour your buyer books, runs discovery like your best AE, and qualifies every lead against BANT, MEDDIC or your own playbook — before a rep spends a minute.
- Availability
- 24/7, every time zone
- Joins
- Zoom · Meet · Teams · Webex
- Qualifies on
- BANT · MEDDIC · your playbook
MON 09:04 / inbound queue
100 demo requests landed overnight.
Four reps. Fifty hours of discovery calls. And every hour a lead waits, it gets a little colder.
Same Monday, 6:00 p.m.
Sortiva took all 100 calls. Then sorted them.
Every lead got a real conversation at the time they picked. Your AEs only meet the ones ready to buy.
Scroll
Shows up wherever your buyer sends the link
- Zoom
- Google Meet
- Microsoft Teams
- Webex
- GoTo Meeting
- Phone dial-in
01The math
0inbound leads
×
0minper discovery call
=
0hrsyour reps don't have
Something gets dropped. Usually the lead.
- 01
Slots run out
Your calendar has 9-to-5 in one time zone. Your buyers don't. The lead in Singapore books two days out — or doesn't book.
- 02
Discovery gets rushed
Reps skim through qualification to get to the demo. Budget and decision process go unasked, and the forecast pays for it.
- 03
Notes go missing
Half the context lives in someone's head. The CRM gets a one-line summary, the AE walks into the second call cold.
02How it works
From form fill to qualified deal, without a rep in the loop.
- 01Book
- 02Join
- 03Discover
- 04Hand off
Pick a timeGMT+8 · Singapore
Thu07:0009:3013:0018:3023:30
Fri07:0009:3013:0018:3023:30
Sat07:0009:3013:0018:3023:30
Sun07:0009:3013:0018:3023:30
Booked Sat 23:30 — confirmation sent
01 — Book
The lead picks the time. Any time.
A booking link on your site, in your sequences, or in a reply. Leads see open slots around the clock in their own time zone — 7 a.m. Tuesday or 11:30 p.m. Saturday.
Live sessions3 active
Google MeetLena Ortiz · Halcyon Health
joined 23:30:02ZoomKenji Mori · Arcline
joined 23:30:04Microsoft TeamsR. Patel · Northwind Freight
joined 23:31:1102 — Join
Sortiva shows up on their platform.
Zoom, Google Meet, Teams, Webex — whatever link the lead prefers. Sortiva joins as a named participant, introduces itself as an AI assistant, and gets to work.
You mentioned the pilot needs security sign-off. Who runs that review on your side?
Our CISO, usually takes two weeks. Sorry, can I ask — do you integrate with Okta?
Yes — SAML and SCIM through Okta. I'll add that to the notes for your security review.
03 — Discover
It runs discovery like your best AE.
Natural voice, real follow-up questions, comfortable with interruptions. It answers product questions from your knowledge base and probes where a rep would probe.
CRM · Northwind Freightsynced 4s after call
Lead score82 / 100
StageSales-qualified
Budget$60–80k, FY26 ops
Next stepDemo w/ Marcus · Thu 10:00
04 — Hand off
Your AE gets a qualified deal, not a transcript.
Scores against your framework, writes the summary, updates the CRM, and books the next meeting with the right rep — before the lead has closed the tab.
03A real call, in real time
It doesn't read a script. It listens.
Watch Sortiva work through a discovery call with a VP of Operations. Every answer lands in the scorecard the moment it's said — no post-call note-taking.
SortivaAI sales agent · Sortiva
PR
Priya RamanVP Operations · Northwind
12:04 Sortiva joined · introduced itself as an AI assistant
12:04 Priya consented to recording · transcript on
Sortiva
04Qualification frameworks
Your framework. Asked the way a person would.
Pick a methodology, or upload your own scorecard. Sortiva doesn't fire questions in order like a form — it weaves them into the conversation and only asks what it hasn't already heard.
+ Your own playbook
MEDDIC
For complex, multi-stakeholder deals where the forecast has to hold up in a pipeline review.
E02
Economic buyer
Sortiva asks“Who ultimately owns the budget this would come out of?”
D03
Decision criteria
Sortiva asks“What would a tool need to do to make your shortlist?”
D04
Decision process
Sortiva asks“Walk me through how a purchase like this got approved last time.”
I05
Identify pain
Sortiva asks“Where does this hurt most — time, cost, or risk?”
C06
Champion
Sortiva asks“Who on your side would push for this internally?”
05The handoff
The call ends. The deal brief is already waiting.
A brief, not a recording
One page per lead: what they need, who decides, what they said about budget — with the exact quotes behind every score.
Straight into your CRM
Native sync to Salesforce and HubSpot. Fields, notes, next step and transcript land on the right record automatically.
Routed to the right rep
Territory, segment and round-robin rules decide who gets the deal. Sortiva books the follow-up on that rep's calendar.
Deal brief · MEDDIC
Northwind Freight
Priya Raman, VP Operations · 31 min call · Google Meet84
MetricsCut onboarding effort 50% (3 → 1.5 FTEs) by Q2
Economic buyerDaniel Shaw, CFO — signs anything > $50k
Decision criteriaTMS integration · SOC 2 Type II
Decision process30-day pilot → security review → CFO
Identify pain~40 carriers a month onboarded by spreadsheet
ChampionPriya Raman, VP Ops — booked the call
“We want onboarding cut in half before peak season, and I own that budget.”— Priya, 07:42
Next stepTailored demo with Marcus Lee · Thu 10:00 ET
#
#sales-ready · now
@marcus new SQL from Sortiva — Northwind Freight, MEDDIC score 84. Demo booked Thu 10:00.
CRM updated · 8 fields · 4s after hang-up
06Trust
Your brand is on every call. We act like it.
01
It always says it's an AI
Every call opens with a clear disclosure. Leads know who they're talking to from the first sentence.
02
Consent before recording
Recording and transcription start only after the lead agrees. Regional consent rules are applied automatically.
03
A human, on request
If a lead asks for a person, Sortiva books the next available rep or warm-transfers live, depending on your rules.
04
Guardrails you set
Approved pricing only. No discounts, no roadmap promises, no off-topic detours. Every boundary is configurable.
05
Your data stays yours
Encrypted in transit and at rest, regional data residency, and call data is never used to train shared models.
06
Built for admins
SSO, role-based access, audit logs on every config change, and retention policies down to the individual call.
07Pricing
Priced around your pipeline.
Inbound volume, frameworks and integrations differ for every team, so we quote Sortiva around yours. Tell us how many leads you see a month and where they come from — we'll come back with a plan.
Every plan includes
- Zoom, Google Meet, Teams & Webex
- 24/7 booking in every time zone
- BANT, MEDDIC, MEDDPICC, CHAMP, SPICED
- Custom scorecards & disqualifiers
- Salesforce & HubSpot sync
- Round-robin & territory routing
- Live hand-off to a human rep
- Multilingual calls
- SSO, audit logs & data residency
- Dedicated onboarding
08Questions
Asked on almost every demo.
Yes. Sortiva introduces itself as an AI assistant at the start of every call. You can customise the greeting, but disclosure can't be switched off — it's how trust is kept on both sides.