Get started

Start SAGARIS on your own pipeline, not a demo

Pick how you want to begin. A revenue engineer replies within one business day and connects your pipeline with you. You get a named person, not a setup wizard and a help article.

Connect an existing CRMConnect Salesforce or HubSpot. Your pipeline flows in exactly as it is.Continue
Import a CSVBring your deals in from a spreadsheet. We map the columns for you.Continue
Upload pipeline dataDrop in an export and SAGARIS structures it into a live pipeline.Continue
Start with a sample pipelineExplore the whole engine on a ready-made pipeline. No data required.Continue

Concierge setup with a revenue engineer · Reply within one business day

After you choose

Setup is a conversation, not a wizard.

Choose a path above and a revenue engineer takes it from there. They do the connection with you and stay on it until your own deals are live. Self-serve onboarding is being built, and until it ships you get a person rather than a help article.

01You pick a path and send the form.It asks who you are and which method you chose. Two minutes.
02A revenue engineer replies within one business day.One named person who stays with you through setup, not a queue.
03You are working in your own deals.Not a demo pipeline. Your own accounts and your own stages, plus a second session if your CRM is heavily customised.
Before you start

What to have ready.

Connecting a CRMAdmin access to Salesforce or HubSpot. You approve the scopes. SAGARIS reads what you allow. Write-back is not a setting in your workspace: SAGARIS controls it per environment, and for both Salesforce and HubSpot it is switched off in production, so nothing is written into your org or portal.
Importing a CSVOne row per deal, with a column for the account, the stage and the owner. Anything beyond that is a bonus. The mapping happens with you on the call.
Uploading pipeline dataAny export your CRM will give you. If you are not sure which one, send what you have and it gets sorted on the call.
A sample pipelineNothing at all. It is ready-made, so you can see the whole engine before your data goes anywhere.
Questions

Before you begin.

  • MOST ASKED

    No. Self-serve onboarding is being built, so there is no signup button that provisions a workspace on its own yet. Today every path on this page opens a form, and a revenue engineer sets the workspace up with you, replying within one business day rather than scheduling a cycle of calls first.

    CRMCSVUploadSampleConcierge

  • Not in production today. Write-back is not a setting in your workspace: SAGARIS controls it per deployment, and for both Salesforce and HubSpot it is switched off in production. SAGARIS reads both live, and write-back runs as a dry run: it computes the change and records it without sending it. Switching it on is a rollout decision on our side, not a setting in your org or portal. Anything SAGARIS generates stays on its own record, so nothing it does can alter your system of record by accident.

  • Yes. Start with a sample pipeline instead of your own data: no CRM connection, no mailbox grant and no CSV upload. Every part of the engine runs on it, so you can see the dialer, the inbox, the drafting and the approval gates working before you decide whether to point any of it at a real contact.

  • Pricing is published in full, per seat, per month, with no sales call required to see it, which is unusual in this category. The pricing page carries the current figure and what the seat includes, and the same number is marked up in the page's structured data so a machine reading the site gets the same answer a visitor does.

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