Sage: contacts and sales
Sage is SOCIII's Digital Worker for contacts and sales. She keeps your contact list, your deals, your outreach campaigns and your follow-ups in one place. You work with Sage on screen or in chat, and anything you can do on screen you can also do by asking.
Sage proposes. You approve. Nothing is emailed, texted or changed on a record until you tap it. Sage drafts; you send, from your own email or your own phone.
Why Sage
Most small teams keep contacts in a spreadsheet, a phone and somebody's inbox. The same person gets added three times. A deal goes quiet and nobody notices. A follow-up lives in one person's memory.
Sage fixes that:
- One contact list per workspace. Contacts never cross over into another workspace. Contacts →
- Duplicates caught. Sage refuses to add someone who is already there, and can find and merge the ones that slipped in. Imports and duplicates →
- A deals pipeline with stages, values and a timeline for each deal. Deals →
- Outreach campaigns that you send yourself, with STOP and unsubscribe respected everywhere. Campaigns →
- A morning list of who to follow up with, with a plain draft for each. Follow-ups and email drafts →
Who it's for
| You are | What Sage does for you |
|---|---|
| A business owner or admin | Keeps contacts and deals tidy, proposes changes as cards you approve, and runs the morning follow-up list |
| A team member | Lets you read the contacts, deals and campaigns in your workspace; changes are made by the owner or an admin |
How it works
- Add Sage and connect Google. Getting started →
- Add contacts. By hand, from a CSV, or by asking Sage. Contacts →
- Clean up. Find and merge duplicates. Imports and duplicates →
- Track deals. Stages, values, notes and a timeline. Deals →
- Reach out. Run a campaign from your own phone or email. Campaigns →
- Follow up. The morning list and email drafts. Follow-ups and email drafts →
- Read the numbers. Reports →
What's live today, and what isn't yet
| Live | Not yet |
|---|---|
| Contacts tabs: All, By Worker, Segments, Recent, with search, add, edit and delete | Finding sales leads, investors, media contacts or vendors for you (turns on once SOCIII has a reseller agreement for lead data) |
| Add one contact by hand, or import a CSV with a preview | A screen for reviewing duplicates (ask Sage in chat) |
| Duplicate checks on every add and import; find and merge duplicates by asking Sage | A calls and texts list for salespeople (coming) |
| Segments, and Auto-organize to propose segments | A reports screen (Sage answers pipeline and campaign questions in chat) |
| Deals tab with stages, values, a timeline, notes and a confirmed stage move | Importing deals (you add and move them yourself) |
| Campaigns tab: today's texts from your own phone, Replied and STOP, and importing a campaign that already ran | Starting a campaign on screen (ask Sage; she shows a card) |
| Daily routine: duplicates, who to follow up with, and plain drafts you send yourself | Sage sending email on her own (she never does) |
| Email, calendar and inbox search through your own Google account, always with an approval card |
Try it
- Add Sage to your team: tap Add workers in the left menu, find Contacts (Sage) and tap Add to my team, or ask Alex in chat ("add Sage to my team") and approve the card. In a business workspace, only the owner or an admin can add workers.
- What it costs: workers SOCIII builds, including Sage, are free plus data charges (usage-based). Trials last 30 days, and you only pay for data during a trial. More at sociii.ai.
- Start: Getting started →