Automate the repetitive work people do by hand.
Qualify leads, serve over WhatsApp and voice, run collections, validate invoices against POs, plan demand, and trigger replenishment. AI agents, integrations, and human approvals.
Read contextCRM · ERP · Contact Center
READYPrepare actionPolicy + evidence
AGENTApprove exceptionHuman control
REVIEWWrite resultSystem + audit trail
SAFECRM, ERP, and Contact Center
Cases with agents and integrations
Agents, integrations, approvals, audit
01Most searched
What people want to automate first.
The highest-urgency searches: collections, WhatsApp service, voice, planning, and invoice validation.
- CRM
HubSpot Lead Qualification and Routing
Use AI agents to qualify inbound leads, apply routing rules, update HubSpot CRM, and create seller tasks with evidence.
- Contact Center
AI Collections Automation
Automate collections outreach, payment reminders, negotiation workflows, and promise-to-pay follow-up with human controls.
- Contact Center
WhatsApp Customer Service Automation
Automate WhatsApp service conversations for order status, returns, payments, complaints, and human escalation.
- CRM
WhatsApp Lead Qualification Automation
Qualify WhatsApp conversations with an AI agent that asks the right questions, detects intent, and writes the sales result back to CRM.
- Contact Center
Voice Agent Lead Qualification
Turn ad lead generation into automatic phone qualification with AI voice agents and CRM writeback.
- ERP
Demand Planning Automation
Automate forecast preparation, exception review, and replenishment recommendations for stock-heavy operators.
- ERP
Automated Replenishment
Generate reorder recommendations and purchase actions from forecast, stock, lead time, MOQ, and service-level policy.
- ERP
Invoice Verification Against Purchase Orders
Verify supplier invoices against purchase orders, receipts, prices, quantities, taxes, and approval policy before AP posts or pays.
02By area
CRM automation
Lead capture, qualification, account research, follow-up, hygiene, and revenue handoffs.
- CRM
Lead Qualification Automation
Turn ad leads and inbound form fills into scored opportunities before a rep opens the CRM.
- CRM
HubSpot Lead Qualification and Routing
Use AI agents to qualify inbound leads, apply routing rules, update HubSpot CRM, and create seller tasks with evidence.
- CRM
WhatsApp Lead Qualification Automation
Qualify WhatsApp conversations with an AI agent that asks the right questions, detects intent, and writes the sales result back to CRM.
- CRM
Outbound Prospecting Automation
Build account lists, personalize outreach, and keep outbound sequences synced to CRM without manual research loops.
- CRM
Meeting Scheduling Automation
Let an AI agent coordinate calendars, confirm context, and update CRM records before the meeting starts.
- CRM
Sales Follow-Up Automation
Keep every open opportunity moving with AI-generated next steps, reminders, and context-aware follow-up.
- CRM
Account Research Automation
Summarize account context, purchase history, installed systems, and operational signals before each commercial action.
- CRM
CRM Data Hygiene Automation
Detect duplicates, missing fields, stale stages, and conflicting customer records before reports become unreliable.
- CRM
Quote-to-Cash Automation
Connect sales commitments to pricing, inventory, approvals, orders, invoices, and fulfillment handoff.
03By area
ERP automation
Procurement, inventory, planning, replenishment, master data, and order execution.
- ERP
Procurement Automation
Automate purchase requests, supplier follow-up, approvals, and PO creation while preserving spend control.
- ERP
Invoice Verification Against Purchase Orders
Verify supplier invoices against purchase orders, receipts, prices, quantities, taxes, and approval policy before AP posts or pays.
- ERP
Inventory Reconciliation Automation
Compare stock across ERP, warehouse, 3PL, and sales channels, then route discrepancies for correction.
- ERP
Demand Planning Automation
Automate forecast preparation, exception review, and replenishment recommendations for stock-heavy operators.
- ERP
Automated Replenishment
Generate reorder recommendations and purchase actions from forecast, stock, lead time, MOQ, and service-level policy.
- ERP
Master Data Management Automation
Keep SKU, supplier, customer, unit, location, and pricing data consistent across operational systems.
- ERP
Purchase Order Tracking
Track every purchase order from issue to receipt with AI: confirmations, expected dates, delays, and status written back to the ERP.
- ERP
Supplier Follow-Up and PO Expediting
Automate supplier chasing: confirmation requests, expediting of late POs, and escalation when answers do not arrive.
- ERP
Order Management Automation
Automate order intake, exception handling, fulfillment handoff, customer updates, and ERP status control.
04By area
Contact Center automation
Voice, WhatsApp, service, sales, collections, QA, and escalation workflows.
- Contact Center
Voice Agent Lead Qualification
Turn ad lead generation into automatic phone qualification with AI voice agents and CRM writeback.
- Contact Center
Automate Inbound Support Calls
Resolve routine phone support with AI agents that can authenticate, answer, update records, and escalate.
- Contact Center
WhatsApp Customer Service Automation
Automate WhatsApp service conversations for order status, returns, payments, complaints, and human escalation.
- Contact Center
Chat and Email Support Automation
Classify, answer, update, and escalate support requests across chat and email with shared customer context.
- Contact Center
Tier 2 Technical Support Automation
Prepare technical diagnoses, collect evidence, and route complex cases with enough context for specialists.
- Contact Center
QA Call Scoring Automation
Score calls, detect compliance misses, and create coaching signals from actual customer conversations.
- Contact Center
Inbound Lead Conversion Automation
Respond to inbound demand, qualify the buyer, answer product questions, and route hot opportunities immediately.
- Contact Center
Outbound Calling Automation
Prioritize call lists, run governed outreach, and write dispositions back to CRM or collections systems.
- Contact Center
AI Collections Automation
Automate collections outreach, payment reminders, negotiation workflows, and promise-to-pay follow-up with human controls.
- Contact Center
WhatsApp Collections Automation
Send compliant payment reminders, collect promises, answer billing questions, and escalate disputes over WhatsApp.
- Contact Center
Voice Collections Automation
Run governed collections calls that confirm identity, discuss invoices, capture promises, and escalate disputes.
- Contact Center
Payment Plan Negotiation Automation
Offer payment plans within policy, calculate allowed terms, collect commitments, and update finance systems.
- Contact Center
Dispute Handling Automation
Detect billing and service disputes, collect evidence, stop the wrong collections motion, and route resolution.
05Before you start
Automation with operating judgment.
01What work can SOBERAN automate?
SOBERAN automates operational work across CRM, ERP, and Contact Center: lead qualification, sales follow-up, CRM data hygiene, procurement, inventory, planning, replenishment, service, voice, WhatsApp, collections, and QA.
02Are these workflows ideas or real product surfaces?
Each workflow ties to real operating capabilities: AI agents, integrations, human approvals, audit trails, and safe writeback into existing systems.
03How do you avoid automating sensitive decisions?
Each workflow separates routine execution from exceptions. People approve policies, discounts, financial adjustments, merges, disputes, spend, and high-impact changes.
See SOBERAN in action.
A 30-minute call. We leave with prioritized workflows, required integrations, and where to keep human approvals.