How it works
An AI sales agent that takes the discovery call from booking to CRM.
Inbound leads book a slot at any hour. Sortiva joins the meeting, runs discovery the way your best AE would, scores the lead against your framework and hands your team a deal brief — before anyone on your side has opened their laptop.
From form fill to qualified deal, without a rep in the loop.
- 01Book
- 02Join
- 03Discover
- 04Hand off
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.
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.
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.
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.
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.
Northwind Freight
Priya Raman, VP Operations · 31 min call · Google Meet“We want onboarding cut in half before peak season, and I own that budget.”— Priya, 07:42
@marcus new SQL from Sortiva — Northwind Freight, MEDDIC score 84. Demo booked Thu 10:00.
Put Sortiva on your next 100 discovery calls.
Tell us about your inbound volume and qualification process — we'll show you what Sortiva would do with it.