Ideas to put to work
A project-firm pipeline that reflects every conversation your team has.
Leads captured from email
Sofia reads new enquiries in Outlook and, with your approval, creates the lead, company and contact in Unanet.
Meetings recorded on leads
Sofia reads Fireflies transcripts of prospect meetings and, with your approval, updates the lead with its stage and next steps.
Pipeline review by stage
Sofia reads leads and pipeline stages, builds a review workbook in Excel, and charts where opportunities sit.
Qualified leads become opportunities
Sofia reads each lead and its stage and, when you confirm it's qualified, creates the opportunity.
What Sofia can do with Unanet
Sofia reads and keeps current
- Leads
- Pipeline stages
Sofia does, with your approval where you want it
- Create a lead
- Update a lead
- Create an opportunity
- Create a company
- Create a contact
Your IT lead agrees the access before anything connects, and anything on your never-touch list stays out.
Works well with
- Microsoft OutlookMicrosoft's email and calendar
- FirefliesAI notetaker that records and transcribes meetings
- Microsoft ExcelSpreadsheets for numbers, models and trackers
- AddeparPortfolio data, performance and reporting for wealth managers
- AgencyZoomSales and service CRM for insurance agencies
- Autotask PSAProfessional services automation for managed IT service providers
- AuvikNetwork monitoring and management for IT service providers
BigCommerceE-commerce platform for online stores
Let Sofia keep your Unanet pipeline current
Score your firm in three minutes, or talk to our team.