Pipeline signalRevenue team / live
SYNCCommercial modelOBJECT GRAPH / LIVE
Next moveNo activity · assign follow-up
↗The AI-native CRM that connects customers to operations
Turn customer intent into quotes, orders, fulfillment, service, and collections with live inventory, pricing, credit, and delivery context.
What is SOBERAN CRM?
SOBERAN is the AI-native CRM for operations: customer, product, pipeline, order, fulfillment, service, and collections share one live context.
Traditional CRM records what the customer said. SOBERAN coordinates what the business must do next, so price, stock, credit, delivery, and service inform every customer promise.
1 contextCustomer + operations
Cross-systemAgent actions
Human-ledPolicy and exceptions
BYD Casa Restrepo
Three locations. One WhatsApp-to-CRM pipeline.
Every inbound WhatsApp lead is captured with an owner and next action, with quote and vehicle context kept on the opportunity.
Read the CRM customer storyThe SOBERAN Agent turns customer intent into operations
Turn customer intelligence into coordinated cross-functional action.
The SOBERAN Agent turns customer intent into operations
The agent qualifies demand, prepares the next step, updates records, routes service work, and coordinates quotes, orders, delivery, and collections using operational context and customer-defined policy.
Humans configure and oversee
You define stages, playbooks, and escalation rules. The agent executes within your process - nurture sequences, SLA routing, next-best-action - and hands off to humans for complex conversations, negotiations, and strategic decisions.
CRM built beyond pipeline tracking
Turn customer intelligence into coordinated cross-functional action.
01
Unified customer context
Bring account activity, order history, and support signals into one live profile.
02
AI-guided next best action
Prioritize outreach, renewals, and risk mitigation with adaptive recommendations.
03
Closed-loop operations handoff
Sync commitments directly to ERP and delivery workflows without manual re-entry.
See it in action
Real product interfaces — pipeline, demand signals, and operations in one connected layer.
Sales Analytics
Pipeline, activity, and revenue signals in one commercial workspace.
Front Office Agents
Customer conversations, ownership, and next actions kept in one queue.
Connected Operations
Commercial promises stay connected to inventory, fulfillment, and billing.
What CRM teams get
- Cleaner forecasts and predictable pipeline conversion
- Better retention through proactive risk signals
- Aligned sales-to-operations execution
- Agent keeps pipeline data fresh without rep input
- Faster follow-up across email, WhatsApp, and voice
CRM modules
Dedicated pages for sales, marketing, service, and omnichannel - optimized for clarity and discovery.
Frequently asked questions
What is SOBERAN CRM?
SOBERAN CRM is the customer-facing half of the platform: accounts, pipeline, campaigns, service cases, and business messaging - wired to the same product, order, and shipment context as ERP.
How does the SOBERAN Agent use CRM?
The agent keeps CRM data fresh and responsive: qualifying inbound interest, updating records, routing service work, and replying across channels within playbooks you approve - escalating nuanced deals and sensitive issues to people.
Is SOBERAN CRM only for sales teams?
No. Marketing, customer success, and support benefit from unified profiles and SLAs. Omnichannel messaging is first-class for Latin America–style WhatsApp-heavy programs as well as email and web chat.
How does CRM stay aligned with operations?
Because CRM and ERP share one platform, quotes, commitments, and delivery status do not drift across silos - reducing revenue leakage and customer frustration.
CRM + SOBERAN Agent
A CRM that keeps work moving.
Walk through sales, service, and conversations connected to inventory, orders, and billing. See the agent execute the next action with full context.