Ideas to put to work
Hundreds of contacts kept current, and every follow-up written for the person who gets it.
Contacts tagged by real interest
Sofia reads each contact's conversations and opportunities and, with your approval, tags them by interest and updates custom fields for targeted follow-up.
Personal follow-up after a call
Sofia reads the Fireflies transcript, drafts a message from what was discussed, and sends it from HighLevel with your approval.
Form leads into the right workflow
Sofia pulls Typeform responses, creates or updates the HighLevel contact, and adds them to the right nurture workflow, with your approval.
Pipeline report for the client review
Sofia reads opportunities and appointments by stage and builds an Excel report of pipeline movement and bookings for the client review.
Stalled opportunities given a next step
Sofia finds opportunities with no recent activity and creates a task for each owner, with your approval.
What Sofia can do with HighLevel
Sofia reads and keeps current
- Contacts
- Opportunities
- Appointments
- Calendars
- Conversations
- Workflows
- Users
- Custom fields
Sofia does, with your approval where you want it
- Create or update a contact
- Book or update an appointment
- Create or update an opportunity
- Log a note on a contact
- Create a task
- Send a message
- Add a contact to a workflow
- Tag a contact
Your IT lead agrees the access before anything connects, and anything on your never-touch list stays out.
Works well with
- FirefliesAI notetaker that records and transcribes meetings
- TypeformOnline forms and surveys
- Microsoft ExcelSpreadsheets for numbers, models and trackers
SalesforceCRM for accounts, contacts and sales pipeline
HubSpotCRM and marketing platform for growing businesses- PipedriveSales CRM built around the deal pipeline
Zoho CRMCRM for leads, contacts and deals- AttioFlexible CRM for relationship-driven teams
Let Sofia work your HighLevel pipeline
Score your firm in three minutes, or talk to our team.