Sortiva
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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.

How it works

From form fill to qualified deal, without a rep in the loop.

  1. 01Book
  2. 02Join
  3. 03Discover
  4. 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.

Sortiva CRM · Northwind Freightsynced to HubSpot
Lead score82 / 100
StageQualified
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 the lead against your framework, logs the scorecard and a transcript link in your CRM, and books the next meeting with the right rep — before the lead has closed the tab.

The 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

    HubSpot, Salesforce, Pipedrive or Zoho CRM. The lead is created or updated when they book; the score, scorecard answers and a transcript link are logged on that record after the call.

  • 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 Meet
84
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 · score, scorecard, transcript link

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.

Book a demo →Hear a live call