Product · CRM & Pipeline
A pipeline that keeps
itself honest.
The SAGARIS AI CRM runs your calls, emails and texts itself, included in the $499 per seat AI Sales Operator. Your CRM stops asking reps what happened. It already knows. Every deal enriched, scored, and moved on evidence instead of memory.
Northgate Labs
Halston & Co
Fieldstone ERP
Corvid Analytics
Fenwick Systems
Atlas Provisions
Beacon Mutual
Osprey Media
The problem is not your process.
It is your data.
A pipeline review is only as good as what reps remembered to type in. Sagaris removes the typing. Because the platform runs the conversations, the pipeline is a record of what happened, not a recollection of it.
The record that
writes itself.
Meet Fenwick Systems, an $86,400 deal in Proposal. Nobody on your team has typed a word of this record. The discovery call filled in the pain points. The email thread set the close date. The transcript flagged the decision maker.
Fenwick Systems
$86,400 · Proposal · Closes Aug 14
- Decision maker Call · Jun 30
- Priya Shah, VP Ops
- Budget confirmed Email · Jul 8
- Yes · FY Q3
- Close date Email · Jul 8
- Aug 14
- Competitor Call · Jul 15
- Evaluating in-house build
Activity · auto-captured
- Jul 15
Call · 28 min
Priya raised in-house option. Objection handled; recap sent.
- Jul 8
Email thread
Budget confirmed for Q3. Close date set to Aug 14.
- Jun 30
Discovery call · 41 min
Pain points extracted to record. Next step scheduled.
Risk you can see coming.
Health is not a gut feeling. Sagaris scores every deal on what the conversations actually contain: engagement, threading, momentum, and next steps. When Fenwick mentions an in-house build, the score moves and you know why.
Fenwick Systems
$86,400 · Proposal · Closes Aug 14
Risk · Competitor58
Health score
was 81 · Jul 14
Thursday, 4 PM
The forecast walks into the boardroom. It does not flinch.
Call your number
without flinching.
A forecast built from evidence holds up in the board meeting. Sagaris rolls every scored deal into commit, best case, and pipeline, and shows you exactly what moved since last week, and why.
- $1.12M
Commit
Deals scored 75+, verified next steps
- $1.61M
Best case
Commit plus upside where risk is named
- $2.43M
Pipeline
Total open, weighted by stage evidence
- 3.4×
Coverage
Against a $720K quarterly target
Fenwick Systems moved from Commit to Best case this week. Reason on file: competitor risk, Jul 15 call.
Every stage has a next move.
Sagaris makes it.
Attach plays to your stages once. From then on, deals arriving in a stage trigger the work: drafts written, tasks created, managers alerted. Reps approve; nothing sends itself.
- When a deal enters Proposal the proposal drafts itself from the record, ready for review.
- When a deal goes quiet for 7 days a re-engagement email is drafted from the last conversation.
- When a deal is closed won the onboarding handoff and invoice are prepared, pending approval.
Questions, answered plainly.
The answers RevOps leaders, founders and admins ask about pipeline, records and sync.
Most asked
Calls transcribe and attach, emails thread, SMS replies log and meetings sync from the calendar. Stages advance when the signal is real, and every change carries its evidence. Your reps sell; the record keeps itself.
CallsEmailSMSMeetingsEnrichmentStagesSyncAudit
Your pipeline, updating itself.
See SAGARIS log a call, advance a stage and sync it to Salesforce, live on your own pipeline.
No setup · Your own pipeline · 30 minutes