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.
Shows up wherever your buyer sends the link
- Sortiva Meeting
- Zoom
- Google Meet
- Microsoft Teams
- Webex
- GoTo Meeting
- Phone dial-in
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.
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.
Booked, met, scored — and already in your CRM.
Every booking creates or updates the lead in HubSpot, Salesforce, Pipedrive or Zoho CRM. When the call ends, the score, the scorecard answers and a link to the transcript are logged on that record. No CRM yet? Sortiva has one built in.
- Built in · included
Sortiva CRM
Everyone who books, starts a Meet now call or fills in your booking form lands as a contact — with their stage, latest score, every meeting with its scorecard and transcript, and your notes. Export to CSV any time.
- Private app token
HubSpot
Contact created or updated by email. A note with score, scorecard and transcript link after every call.
- Sign in with Salesforce
Salesforce
Lead created or updated by email. Each call logged as a completed Task with score, scorecard and transcript link.
- API token
Pipedrive
Person and organization created or updated by email. Call notes added to the person.
- Sign in with Zoho
Zoho CRM
Lead created or updated by email. Call notes added as a Note on the lead.
Syncs on every booking and after every call · push any contact by hand · last sync and errors on each contactHow sync works
Everything Sortiva does, one page at a time.
Still have questions? Read the FAQ or talk to the team.