Sentia Pricing Overview

DSO is Sentia’s AI-powered sales execution layer, built to help sales teams turn fragmented customer data, pipeline activity, and daily signals into clear priorities and action. Sales teams often have more accounts, tasks, tools, and information than they can effectively manage. CRM data becomes incomplete or outdated, follow-ups are missed, opportunities stall, and sellers struggle to determine which accounts deserve attention. At the same time, sales leaders lack a dependable view of deal momentum, account risk, team execution, and pipeline health. DSO brings together intelligence from CRM and connected sales workflows to help sellers understand what is happening, why it matters, and what to do next. It prioritizes accounts and opportunities, surfaces buying signals and revenue risks, recommends next-best actions, and helps teams maintain consistent follow-through. For sellers, DSO reduces time spent searching for information, preparing for calls, updating systems, and deciding where to focus. For sales leaders, it provides stronger visibility into account activity, pipeline movement, execution gaps, and potential forecast risk. DSO is designed for enterprise and sales-led organizations, including CROs, CSOs, VPs of Sales, RevOps and Sales Operations leaders, account executives, account managers, business development teams, and commercial leaders responsible for pipeline and revenue performance. Rather than adding another static dashboard, DSO creates a more proactive and disciplined sales workflow—helping teams spend less time managing CRM and more time advancing opportunities, strengthening customer relationships, and driving revenue outcomes.

AI-Powered Account Prioritization DSO analyzes account activity, pipeline movement, customer signals, and revenue data to help sellers identify which accounts and opportunities require attention first.
Next-Best-Action Recommendations DSO recommends clear, practical actions based on account context, deal status, buying signals, risks, and outstanding commitments so sellers know what to do next.
Daily Smart Card Workflow DSO delivers a prioritized daily workflow through actionable Smart Cards. Users can complete, snooze, reassign, share, or convert each card into the appropriate next step.
Account 360 Intelligence DSO brings together contacts, opportunities, revenue performance, open cases, account history, risks, and recommended actions in a unified account view.
Pipeline Health Monitoring DSO continuously reviews opportunity age, activity, engagement, next steps, and deal momentum to identify stalled opportunities and potential pipeline risk.
Revenue Risk and Opportunity Detection DSO identifies declining accounts, revenue gaps, buying signals, service issues, customer sentiment, and growth opportunities that may otherwise remain hidden.
AI-Generated Account Summaries DSO creates concise summaries of account activity, performance, open issues, risks, opportunities, and recommended actions, reducing time spent searching across systems.
Automated Sales Call Preparation DSO prepares sellers for customer conversations by organizing relevant account information, recent activity, open opportunities, service issues, and recommended discussion points.
CRM Intelligence and Data Discipline DSO helps improve CRM reliability by surfacing missing information, stale records, incomplete next steps, inconsistent activity, and other data-quality gaps that weaken forecasting.
Cross-System Sales Intelligence DSO connects information from CRM, ERP, service, financial, communication, and other approved systems to provide a more complete view of customer activity and sales performance. These features reflect DSO’s core positioning around account intelligence, pipeline health, sales prioritization, CRM discipline, revenue-risk detection, and next-best action.
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Quick setup connects Sentia+ to email, calendar, contacts, messaging, and approved business tools. Team configuration and onboarding are included. Advanced CRM, workflow, or custom integrations may require additional fees. Minimum 2 seats for Teams. Pricing and subscription terms vary by package and usage.

AI-Powered Daily Work Management Sentia+ helps users manage contacts, pipeline, emails, meetings, follow-ups, tasks, research, and business workflows from one intelligent interface.
Contact and Relationship Management Sentia+ organizes contact information, interaction history, relationship context, reminders, enrichment, updates, and follow-up activity so important relationships do not fall through the cracks.
Pipeline and Opportunity Management Sentia+ supports pipeline updates, deal notes, next steps, activity capture, opportunity tracking, reminders, and sales follow-through without requiring constant manual CRM administration.
Intelligent Email and Inbox Support Sentia+ helps users summarize and prioritize emails, draft responses, create follow-ups, and turn inbox activity into organized actions and workflows.
AI-Powered Meeting Support Sentia+ helps users prepare for meetings, record and transcribe conversations, generate summaries, capture decisions, identify action items, and create post-meeting tasks.
Automated Follow-Up Management Sentia+ captures commitments, organizes next steps, creates reminders, and surfaces outstanding follow-ups so users can respond faster and keep relationships and opportunities moving.
Research and Content Assistance Sentia+ supports business research, account preparation, writing, content creation, LinkedIn activity, and other knowledge-based work from within the user’s daily operating environment.
Cross-System Work Execution Sentia+ works across connected CRM, email, calendars, contacts, meetings, documents, research, project workflows, LinkedIn, and other approved tools and data sources.
AI-Powered Task and Workflow Automation Sentia+ turns information from emails, meetings, conversations, and connected systems into tasks, reminders, updates, and workflows that help users move work forward.
Secure, Permission-Aware AI Operator Sentia+ operates only across approved data, connected accounts, and permitted workflows. Access, actions, and automation are governed by user permissions and customer configuration. These features reflect the latest product description, which positions Sentia+ as an AI Operator that performs work across contacts, pipeline, communications, meetings, tasks, research, and workflows—not simply another dashboard or chatbot.
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