AutomateERP, CRM & Contact Center

One AI system that runs commercial, finance, supply chain, and service operations automatically.

AI-powered automation for every operational moment.

Operator reviewing an AI purchase recommendation beside provider options
Demand planning
Operator working through CRM follow-up from a laptop
CRM follow-up
Collections agent handling a customer payment call
Collections call
Customer completing a refund request through a WhatsApp-style conversation
Customer support
Warehouse operator reviewing inventory and fulfillment work
Warehouse ops
Customer success team reviewing work across account operations
Customer success
Agents at work today:
Lead Qualification AutomationCRM automationHubSpot Lead Qualification and RoutingCRM automationWhatsApp Lead Qualification AutomationCRM automationVoice Agent Lead QualificationContact Center automationOutbound Prospecting AutomationCRM automationMeeting Scheduling AutomationCRM automationSales Follow-Up AutomationCRM automationAccount Research AutomationCRM automationCRM Data Hygiene AutomationCRM automationQuote-to-Cash AutomationCRM automationProcurement AutomationERP automationInvoice Verification Against Purchase OrdersERP automationInventory Reconciliation AutomationERP automationDemand Planning AutomationERP automationAutomated ReplenishmentERP automationMaster Data Management AutomationERP automationPurchase Order TrackingERP automationSupplier Follow-Up and PO ExpeditingERP automationOrder Management AutomationERP automationInbound Phone Support AutomationContact Center automationWhatsApp Customer Service AutomationContact Center automationChat and Email Support AutomationContact Center automationTier 2 Technical Support AutomationContact Center automationQA Call Scoring AutomationContact Center automationInbound Lead Conversion AutomationContact Center automationOutbound Calling AutomationContact Center automationAI Collections AutomationContact Center automationWhatsApp Collections AutomationContact Center automationVoice Collections AutomationContact Center automationPayment Plan Negotiation AutomationContact Center automationDispute Handling AutomationContact Center automation
Explore library

A fully managed service for outcomes.

Choose the work your team never does again.

Every workflow in the library: CRM, ERP, and Contact Center, tied to data, approvals, and audit trails.

Explore the library
Soberan agent operations desk: live queue, approvals, and policies across Contact Center, ERP, and CRM
Agent operations desk

Automate work across five functions.

Soberan CRM

Soberan runs your pipeline.

First touch to closed deal — Soberan works the CRM on your behalf, under your policies.

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CRM specialist working on a laptop with customer context
  • Lead qualificationper qualified lead
  • Data hygieneper 1K records cleaned
  • Outbound prospectingper meeting booked
  • Meeting schedulingper meeting scheduled
  • Follow-up remindersper deal tracked
  • Account researchper account profile
  • Sales enablement contentper asset produced
  • Deal desk and quote-to-cashper quote processed

Soberan ERP

Soberan runs your back office.

Procurement, inventory, and fulfillment — Soberan does the work on your systems. You approve the spend and exceptions.

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Operations specialist reviewing inventory and replenishment
  • Procurementper PO processed
  • Inventory reconciliationper SKU reconciled
  • Demand planningper SKU forecast
  • Master data managementper record created
  • Order managementper order processed

Soberan service

Soberan handles your support queue.

Inbound, async, and QA'd — Soberan resolves the tickets so your team works the relationships.

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Customer service specialist using WhatsApp on mobile
  • Inbound phone supportper call resolved
  • Tier 2 technical supportper ticket resolved
  • Chat and email supportper conversation resolved
  • QA and call scoringper call scored

Soberan sales

Soberan makes the calls.

Inbound conversion, outbound prospecting, renewals, expansion — Soberan runs the conversations so you close the deals.

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Sales specialist on an outbound call with a prospect
  • Inbound lead conversionper meeting held
  • Outbound cold callingper meeting booked
  • Renewal callsper renewal secured
  • Upsell and cross-sellper expansion closed

Soberan collections

Soberan runs your collections.

Compliant first-party collections, payment negotiations, and disputes — Soberan works the accounts so you recover the revenue.

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Customer speaking with an AI collections voice agent
  • First-party collectionsper account recovered
  • Payment plan negotiationper plan closed
  • Dispute handlingper dispute resolved

Your business in one system

ERP, CRM, and Contact Center share one record — and the agent works across all three.

Check the work in real time

Ask about what we're running — orders, inventory, deliveries, and customers — in one place.

Soberan Agent in the warehouse module: tasks, alerts, and guided actions.
Operator working with the Soberan Agent in real time
Soberan Agent

Talk to it like a colleague. It answers from live orders, inventory, and customers.

Soberan Agent · Chat
Soberan Agent · Voice

How we'd work together

We run everything end-to-end, or we run execution on top of the systems you already have.

No replacement project first

Soberan automates on top of the ERP and CRM you already run.

We connect to SAP, JD Edwards, Oracle, NetSuite, Microsoft Dynamics, Salesforce, HubSpot, homegrown systems, and the spreadsheets around them. Soberan reads the context, follows your policies, and moves work across orders, cases, inventory, collections, approvals, and updates without forcing a rip-and-replace.

Works over
SAPJD EdwardsOracleNetSuiteDynamicsSalesforceHubSpotHomegrown systems
01Keep the system of record

Your ERP, CRM, WMS, or internal database remains the source of truth.

02Automate the process layer

Soberan runs the work that sits between records: follow-up, validation, routing, approvals, and updates.

03Govern every action

Policies, exceptions, approvals, and audit history stay visible before automation expands.

We run everything

  • One system for sales, inventory, orders, and finance
  • Add modules as you grow
  • The agent runs routine work; people approve exceptions

Same work either way

  • Real execution

    Records, orders, and tickets actually move forward.

  • Your policies, your approvals

    You set the rules and approvals.

  • Prove it on one workflow, then expand

    We prove it on one workflow — then expand the ops we run.

What we run for you

Every function. One ops team.

Pipeline & omnichannel

Orders & procurement

Planning & finance signals

Ops, logistics & service

Explore the modules

See ERP, CRM, and Contact Center.

Bring rich data from your existing stack into Soberan

You govern. We execute.

We run the daily work. You own the decisions that matter.

  • Approve high-impact actions
  • See everything the agent did
  • Step in anytime

Running in 30 days

We set up. We go live. We run it.

01

We map your ops

We connect your systems and map the work we'll run.

02

We go live in 30 days

Configured, calibrated, and already running your daily work.

03

We run it. You govern it.

We handle daily execution. You approve what matters.

30 daysto go live
24/7execution, with human approvals
3platforms run as one: ERP, CRM, Contact Center
DOCTRINESOBERAN / 2026

Empower the people who move the physical and digital world.

We build the operational layer where humans hold policy and agents hold the work.

The work that moves product is still trapped between systems.

Sales promises, service conversations, inventory, orders, and fulfillment usually live in different tools. When they drift, operators become the integration layer: checking screens, reconciling exceptions, and chasing status.

The opportunity is to let agents handle the repeatable work across those systems: qualifying leads, updating orders, routing requests, following up, and keeping inventory moving. People keep policy and judgment.

Soberan turns ERP, CRM, Contact Center, and operations into one execution layer. Your team sets the rules. Agents run the daily motion.

See what it looks like when Soberan runs your ops

One conversation. We show you the work we'd do.