AI SDR · lead qualification on live calls

Every lead getsthe meeting.Sortiva takes it.

Q: How does Sortiva actually get into the meeting?

When a lead books, the calendar invite includes Sortiva as an attendee. At the scheduled time it joins the meeting link like any participant — Zoom, Google Meet, Teams, Webex — no plugin needed on the lead's side.

Q: What happens if a lead asks something it can't answer?

It says so honestly, logs the question for your AE, and moves on. If the lead wants a person right then, Sortiva can book the next open rep slot or warm-transfer the call live, based on your rules.

Q: Can we use our own qualification framework?

Yes. Start from BANT, MEDDIC, MEDDPICC, CHAMP or SPICED, or upload your own scorecard with custom fields, weights and disqualifiers. Sortiva learns which questions map to which fields.

Q: How natural does it sound?

Low-latency voice, natural turn-taking, and it handles interruptions, crosstalk and 'sorry, go ahead' moments. The fastest way to judge is to book a slot above and talk to it yourself.

Q: Which CRMs and tools do you integrate with?

Salesforce and HubSpot natively, plus Slack and Microsoft Teams notifications, Google and Outlook calendars, and webhooks for everything else.

Q: What is an AI SDR, and how is Sortiva different?

An AI SDR automates the work of a sales development rep. Most AI SDRs send emails; Sortiva takes the actual meeting — it joins the video call your lead booked, holds a natural spoken conversation, qualifies the lead against your framework and hands your AE a scored deal brief.

Q: Can Sortiva take calls outside business hours and in other time zones?

Yes. Leads can book any slot, 24 hours a day, seven days a week, shown in their own time zone. Sortiva joins every call on time, so a lead in Singapore never waits for a rep in New York to wake up.

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.

Book a demo → Hear a live call

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 23:30:02

ZoomKenji Mori · Arcline

joined 23:30:04

Microsoft TeamsR. Patel · Northwind Freight

joined 23:31:11

02 — 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.

Handles interruptionsAnswers from your docsProbes for decision process

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.

Google MeetDiscovery — Northwind Freight

REC 12:04

SortivaAI sales agent · Sortiva

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.

M01

Metrics

Sortiva asks“How would you measure whether this worked, six months from now?”

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 · BANT

Northwind Freight

Priya Raman, VP Operations · 31 min call · Google Meet

Budget$60–80k from FY26 ops budget

AuthorityVP Ops owns budget; CFO signs > $50k

Need3 FTEs on manual carrier onboarding

TimelineLive before Q2 peak season

“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, score 82. Demo booked Thu 10:00.

CRM updated · 6 fields · 4s after hang-up

06Try it on yourself

Pick any slot. Sortiva will be there.

This is the same booking flow your leads see. Choose a time — yes, even 11:30 p.m. on a Sunday — and Sortiva will run a short discovery call with you, then send you the brief it would have sent your AE.

48 slots a day, every day
15 minute demo call
0 sales reps were harmed

07Trust

Your brand is on every call. We act like it.

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.

Consent before recording

Recording and transcription start only after the lead agrees. Regional consent rules are applied automatically.

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.

Guardrails you set

Approved pricing only. No discounts, no roadmap promises, no off-topic detours. Every boundary is configurable.

Your data stays yours

Encrypted in transit and at rest, regional data residency, and call data is never used to train shared models.

Built for admins

SSO, role-based access, audit logs on every config change, and retention policies down to the individual call.

08Pricing

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.

Contact sales →

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

09Questions

Asked on almost every demo.

Will leads know they're talking to an AI?

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.

How does Sortiva actually get into the meeting?

What happens if a lead asks something it can't answer?

Can we use our own qualification framework?

How natural does it sound?

Which CRMs and tools do you integrate with?

What is an AI SDR, and how is Sortiva different?

Can Sortiva take calls outside business hours and in other time zones?