SalesforceSynced · 2m ago
Field mappings100% · Enforced
Sync, without sync jobs
Salesforce and HubSpot read live, field mappings enforced at the source, write-back switched off in production. Or make SAGARIS the record and drop the sync job.
Solutions · For RevOps
One SAGARIS system, zero glue, one audited record
SAGARIS is the operations layer for revenue. One record, native automations and agents you govern, with Salesforce and HubSpot read live and write-back switched off in production. Your team stops maintaining the plumbing and gets back to selling.
$499 · Per month, per founding seat
app.sagaris.ai / admin / operations
OperationsSalesforce · Synced 2m ago
Records
48,210
0 duplicates
Fields mapped
100%
enforced at source
Automations
12 live
ran 214× this week
Agents
6
2 auto · 4 supervised
Automations+ New rule
NameTriggerActionRunsStatus
Reply pauseProspect repliesPause cadence, notify owner96Live
Quiet deal play9 days of silenceQueue re-engage for approval41Live
Post-call filingCall endsLog, draft follow-up, set next step77Live
RevOps pillars: sync, native automations, per-agent autonomy
When a prospect replies
Pause the cadence, notify the owner
Live · Ran 96×
Automations, native
Write the rule in plain language and it runs right next to your data. No middleware, no extra bill.
Reply Agent Auto
Meeting Agent Supervised
Autonomy, per agent
You choose supervised or auto for each agent, and you can change it any time.
Your rules, enforcedApprove it,
Approve it,
or let it run.
You set the ceiling for every agent, and the code holds it there. On supervised, nothing goes out until you approve it. On auto, work ships and you can see exactly why it did. Either way it lands in an audit log you can query.
Approvals 3 Waiting
Reply Agent · quote follow-up · Larkhill Day 3 of silence
"Following up on Tuesday's quote. Happy to walk the CFO through the ROI page live this week."
Approve & send Edit first
Account intel · re-engage play · Brightwood CTO quiet 9 days
Campaign Agent · sequence variant B New opener
Approvals name who decided. Agent actions land in your audit log.
Analytics & Intelligence
Ask. Don't export.
AskWhich campaigns produced pipeline that actually closed?
$412K
From 2 of 7 campaigns · 14 deals
The other five produced meetings that never advanced.
Webinar replay · $258KMigration guide · $154K
Sources on the record
Revenue Operations · The live view
SDR Pod
62 dials today · 8 conversations
AE Desk
6 open deals · 2 in redlines
CS Corner
3 renewals this month · all green
Every pod, every number, one pane. This is what your Monday meeting looks at now.
Enterprise-grade, by default
SOC 2 (in progress)GDPR-readyCCPA-readySSO / SAML (on roadmap)AI audit trail
I deleted eleven glue automations and three sync jobs in the first week. Nothing broke. Nothing has broken since.
Illustrative · Revenue Operations Lead · a mid-market SaaS company
FAQ
Questions, answered plainly.
The answers operations leaders ask before consolidating the stack.
More questions? Talk to us →- MOST ASKED
Your choice. Run SAGARIS as the system of record, or keep Salesforce or HubSpot alongside it: SAGARIS reads both live and keeps its own record, and write-back to either CRM is switched off in production, so it runs as a dry run. Either way the record writes itself here and nothing needs reconciling.
InboxDialerCRMSMSReceptionistCoachAnalytics Every agent runs supervised or on auto, set per agent by you. Supervised holds each action in the approvals queue until you send or edit it. Auto lets it run and records what it did and why. Switch either way at any time.
What the AI agent proposes, holds, refuses and completes, with its inputs, evidence and outcome, and who approved a held action. Model usage, control-plane events and configuration changes sit alongside. You read it in the product, with the recorded detail kept for admins, and the audit log guide in the docs says plainly what it does not cover.
A revenue engineer maps your existing objects, fields and stages, imports the history, then reconciles the import against the live sync so the two agree before you rely on either. Records keep their provenance, which means nothing that was true in your old CRM is lost and every imported value can still be traced to its source.
Role-based access is standard. Scopes control who can run and manage sequences, edit automations, import and export data, and view reports and the audit log. They also cover who manages users, roles and billing, right down to the team. Sign-in today is Google Identity Platform with company-email confirmation codes. SCIM 2.0 provisioning is built but gated, and SAML SSO is on the roadmap and not yet built.
Yes. Automations are plain-language rules with a trigger and an action, and they run next to the data rather than through a middleware subscription you pay for separately. Your ops team builds and edits them directly without engineering time, and every run is logged so a rule that misfires can be traced rather than guessed at.
One record · One surface · Your rules
Retire the glue.
See one record, native automations and an agent workforce you govern, all running on your own data. Thirty minutes, and you see it on real records instead of a deck.
No setup · Your own data · 30 minutes
Next door
What this connects to
- Integrations and the APIWhat SAGARIS reads from Salesforce and HubSpot today, where write-back stands, the API, and the boundary each one stops at.
- SAGARIS for agenciesThe same governance question split per client, one pipeline and one voice each.
- SAGARIS for sales teamsThe team whose record and forecast RevOps is keeping honest.
In this topic
The AI Sales Operator
- What an AI Sales Operator isThe definition, in plain words, and how it differs from a CRM.
- The SAGARIS platformCRM, dialers, inbox, SMS, receptionist, coaching and analytics in one system.
- SAGARIS for sales teamsEvery deal briefed before the meeting and followed through in minutes.
- SAGARIS for SDR teamsEvery touch written and every dial briefed, so the calendar fills.