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Automatework
Soberan runs ERP, CRM, and Contact Center workflows for revenue, customers, inventory, collections, and approvals.
A fully managed service for outcomes.
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[ 02 ]
Platform
Automations ready for sales, service, collections, and operations.
Every workflow in the library: CRM, ERP, and Contact Center, tied to data, approvals, and audit trails.
Agents at work today:
Lead Qualification AutomationCRM automationHubSpot Lead Qualification and RoutingCRM automationWhatsApp Lead Qualification AutomationCRM automationVoice Agent Lead QualificationContact Center automationOutbound Prospecting AutomationCRM automationMeeting Scheduling AutomationCRM automationSales Follow-Up AutomationCRM automationAccount Research AutomationCRM automationCRM Data Hygiene AutomationCRM automationQuote-to-Cash AutomationCRM automationProcurement AutomationERP automationInvoice Verification Against Purchase OrdersERP automationInventory Reconciliation AutomationERP automationDemand Planning AutomationERP automationAutomated ReplenishmentERP automationMaster Data Management AutomationERP automationOrder Management AutomationERP automationInbound Phone Support AutomationContact Center automationWhatsApp Customer Service AutomationContact Center automationChat and Email Support AutomationContact Center automationTier 2 Technical Support AutomationContact Center automationQA Call Scoring AutomationContact Center automationInbound Lead Conversion AutomationContact Center automationOutbound Calling AutomationContact Center automationAI Collections AutomationContact Center automationWhatsApp Collections AutomationContact Center automationVoice Collections AutomationContact Center automationPayment Plan Negotiation AutomationContact Center automationDispute Handling AutomationContact Center automation
Automate work across five functions.
Real relationships
We run your pipeline.
First touch to closed deal — we work the CRM on your behalf, under your policies.
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- Lead qualificationper qualified lead
- Data hygieneper 1K records cleaned
- Outbound prospectingper meeting booked
- Meeting schedulingper meeting scheduled
- Follow-up remindersper deal tracked
- Account researchper account profile
- Sales enablement contentper asset produced
- Deal desk and quote-to-cashper quote processed
Real operations
We run your back office.
Procurement, inventory, and fulfillment — we do the work on your systems. You approve the spend and exceptions.
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- Procurementper PO processed
- Inventory reconciliationper SKU reconciled
- Demand planningper SKU forecast
- Master data managementper record created
- Order managementper order processed
Real service
We handle your support queue.
Inbound, async, and QA'd — we resolve the tickets so your team works the relationships.
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- Inbound phone supportper call resolved
- Tier 2 technical supportper ticket resolved
- Chat and email supportper conversation resolved
- QA and call scoringper call scored
Real conversations
We make the calls.
Inbound conversion, outbound prospecting, renewals, expansion — we run the conversations so you close the deals.
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- Inbound lead conversionper meeting held
- Outbound cold callingper meeting booked
- Renewal callsper renewal secured
- Upsell and cross-sellper expansion closed
Real recovery
We run your collections.
Compliant first-party collections, payment negotiations, and disputes — we work the accounts so you recover the revenue.
Explore the platform- First-party collectionsper account recovered
- Payment plan negotiationper plan closed
- Dispute handlingper dispute resolved
Your business in one system
One system for ERP, CRM, Contact Center, and the agent.
Operations core
ERP
Planning, inventory, procurement, warehouse, and finance.
Explore ERPRevenue & pipeline
CRM
Sales, marketing, and omnichannel in one place.
Explore CRMAgentic service layer
Contact Center
WhatsApp, phone, email, and chat with workflow execution and human control.
Explore Contact CenterAlways-on execution
Soberan Agent
Runs routine work with human approvals where needed.
Meet the AgentCheck the work in real time
Ask about what we're running — orders, inventory, deliveries, and customers — in one place.
Soberan Agent
Natural enough to fall in love. Operational enough to move the business.
How we'd work together
We run everything end-to-end, or we run execution on top of the systems you already have.
We run everything
- One system for sales, inventory, orders, and finance
- Add modules as you grow
- The agent runs routine work; people approve exceptions
Same work either way
Real execution, not chat theater
It moves records, orders, and tickets forward.
Your policies, your approvals
You set the rules and approvals.
Prove it on one workflow, then expand
We prove it on one workflow — then expand the ops we run.
What we run for you
Every function. One ops team.
Pipeline & omnichannel
Orders & procurement
Planning & finance signals
Ops, logistics & service
Bring rich data from your existing stack into Soberan
- Access Financials
- Acerta
- Act
- ActiveCampaign
- Acumatica
- ADP
- ADP iHCM
- ADP Workforce Now
- AFAS Software
- AlexisHR
- Amazon
- Amazon Seller Central
- Asana
- Attio
- AWS
- BambooHR
- banqUP
- BigCommerce
- Blackbaud
- bol.com
- Box
- Breathe HR
- Brex
- Campfire
- CatalystOne
- Cegid Talentsoft
- Ceridian Dayforce
- Cezanne HR
- CharlieHR
- CIPHR
- Clear Books
- Close
- Copper
- Coupa
- Databricks
- Deel
- Digits
- Dropbox
- Dualentry
- eBay
- Employment Hero
- Etsy
- Exact Online
- Exact Online NL
- Exact Online UK
- Factorial
- Flexmail
- Folk
- Folks HR
- Fourth
- FreeAgent
- FreshBooks
- Freshteam
- Freshworks CRM
- Google BigQuery
- Google Contacts
- Google Drive
- Google Workspace
- Gusto
- Hibob
- Holded
- Homerun HR
- HR Works
- HubSpot
- Humaans
- Intuit Enterprise Suite
- IRIS Cascade HR
- JumpCloud
- Kashflow
- Keka HR
- Kenjo
- Liantis
- Lightspeed
- Lightspeed eCom (C-Series)
- Loket.nl
- Lucca
- Magento
- Mercury
- Microsoft 365
- Microsoft Dynamics
- Microsoft Dynamics 365 Business Central
- Microsoft Dynamics 365 Human Resources
- Microsoft Dynamics CRM
- Microsoft Entra
- Microsoft Outlook
- Mollie
- MRI Software
- MYOB
- MYOB Acumatica
- Namely
- NetSuite
- Notion
- Odoo
- Officient
- Okta
- OneDrive
- OneLogin
- Oracle
- Oracle Fusion Cloud
- Paychex
- PayFit
- Paylocity
- People HR
- Personio
- Picqer
- Pipedrive
- Plaid
- Planhat
- PrestaShop
- Procountor
- QuickBooks
- QuickBooks Desktop
- QuickBooks Enterprise
- Ramp
- Redshift
- Rillet
- RUN Powered by ADP
- Sage Business Cloud Accounting
- Sage HR
- Sage Intacct
- Sage Intacct REST
- Salesflare
- Salesforce
- SAP
- SAP S/4HANA
- SAP SuccessFactors
- Sapling
- SD Worx
- SD Worx (Web service)
- Sesame HR
- SharePoint
- ShipBob
- ShipMonk
- ShipStation
- Shopify
- Shopware
- Slack
- Snowflake
- Square
- Stripe
- Stripe Billing
- Sympa
- Teamleader
- TikTok Shop
- Twilio
- UKG Pro
- Visma Netvisor
- Visma Nmbrs
- Walmart
- Wix
- WooCommerce
- Workday
- Xero
- Zendesk
- Zendesk Sell
- Zoho Books
- Zoho CRM
- Zoho People
You govern. We execute.
We run the daily work. You own the decisions that matter.
- Approve high-impact actions
- See everything the agent did
- Step in anytime
Running in 30 days
We set up. We go live. We run it.
01
We map your ops
We connect your systems and map the work we'll run.
02
We go live in 30 days
Configured, calibrated, and running — not just installed.
03
We run it. You govern it.
We handle daily execution. You approve what matters.
30 daysto go live
13functions, one team running them
24/7execution without your team watching it
0sync meetings needed
News
Latest
Financial close automation with AI agents: ERP reconciliation, journal approval, and audit control
The finance agent that matters is not a chatbot for variance questions. It is the governed close room that turns ERP evidence into reconciled, approved, audit-ready period close work.
Case-to-credit automation with AI agents: refunds, returns, and ERP control
The next useful customer-operations agent is not another apology generator. It is the governed loop that turns a refund, return, or credit request into an approved ERP action.
Service-to-parts automation with AI agents: warranty, inventory, and dispatch control
The next contact-center automation frontier is not another answer bot. It is the controlled loop that turns a service case into the right part, technician, ERP record, and customer update.
Empower the people who move the physical and digital world.
We build the operational layer where humans hold policy and agents hold the work.
The work that moves product is still trapped between systems.
Sales promises, service conversations, inventory, orders, and fulfillment usually live in different tools. When they drift, operators become the integration layer: checking screens, reconciling exceptions, and chasing status.
The opportunity is to let agents handle the repeatable work across those systems: qualifying leads, updating orders, routing requests, following up, and keeping inventory moving. People keep policy and judgment.
Soberan turns ERP, CRM, Contact Center, and operations into one execution layer. Your team sets the rules. Agents run the daily motion.
See what it looks like when Soberan runs your ops
One conversation. We show you the work we'd do.