On the recordRead 7 Oct 202615 facts
SAGARIS
McLean, Virginia, United States
Plans and prices
Founding partner
$499a month
Full platform and agents · Unlimited AI actions on fair use · Salesforce and HubSpot sync, write-back gated · Cancel anytime
Read 7 Oct 2026 · sagaris.ai
Enterprise
Priced on request
Everything in Founding · Role-based access · Regional data residency · Custom approval workflows
Read 7 Oct 2026 · sagaris.ai
On the record
- Compliance
- SAGARIS says SOC 2 attestation is pending and it does not yet hold a SOC 2 report; it labels GDPR readiness, and says SOC 2 Type I and II are in progress.sagaris.ai · read 7 Oct 2026
- CRM integrations
- Salesforce and HubSpot connect over OAuth; Salesforce activity write-back is available behind an environment switch, while HubSpot write-back is currently dry-run only.sagaris.ai · read 7 Oct 2026
- Data safeguards
- The company says it does not train shared models on workspace data and that workspace records are not pooled into a cross-customer training set.sagaris.ai · read 7 Oct 2026
- Intended users
- The pricing page presents SAGARIS for revenue teams seeking to consolidate sales tools and run CRM, calls, texts, follow-ups and AI agents on one platform.sagaris.ai · read 7 Oct 2026
- Lead distribution
- Round robin and least loaded create a preview plan for up to 50 unassigned leads; a manager must apply it before leads are assigned.sagaris.ai · read 7 Oct 2026
- Lead scoring
- Lead scores combine five factors capped at 100, classify leads by temperature, and decay with a 30-day half-life.sagaris.ai · read 7 Oct 2026
- Missing connectors
- Microsoft 365 and Calendly are not available in production, and Pipedrive and other CRMs besides Salesforce and HubSpot have no connector.sagaris.ai · read 7 Oct 2026
- Other integrations
- The integrations page documents Gmail, Google Calendar, Yahoo Mail, iCloud Mail, AOL Mail, Slack, Fireflies, Gong, a REST API, outbound webhooks and a read-only MCP endpoint.sagaris.ai · read 7 Oct 2026
- Product
- SAGARIS describes itself as an AI Sales Operator combining CRM, dialer, inbox, SMS, AI receptionist, coaching and analytics.sagaris.ai · read 7 Oct 2026
- Routing limits
- Geography matching is text-based without map boundaries, routing does not account for rep availability, scoring factors are fixed, and speed-to-lead reporting does not alert reps.sagaris.ai · read 7 Oct 2026
- Security
- The trust page says data is hosted on Google Cloud in us-east4, protected in transit by TLS and at rest by GCP-managed encryption, with OAuth tokens additionally encrypted using AES-256-GCM.sagaris.ai · read 7 Oct 2026
- Support and onboarding
- The founding plan includes onboarding with a revenue engineer; Enterprise includes a dedicated success engineer and security review and DPA support.sagaris.ai · read 7 Oct 2026
- Territory routing
- Territory rules assign account owners automatically when records are created, imported or merged, and the guarded write fills only an empty owner.sagaris.ai · read 7 Oct 2026
