Saphyte

Open Saphyte in the morning and your day is already mapped. Start by syncing email, calendar, and spreadsheets, then use the import wizard to match fields, clean duplicates, and tag accounts by segment or territory. The AI assistant audits your inbox and recent calls, surfaces missing contacts, and links them to the right company records. Create stages for your deal cycle, define required fields, and set permissions for teams so handoffs are consistent from the first touch.

For selling, reps live in a prioritized work queue. Leads are auto-ranked by fit and activity; clicking a card opens a full timeline of messages, notes, and tasks. Call from the built‑in line, capture outcomes automatically, and drop in an email from a proven template the AI can tailor to the prospect. When pricing comes up, assemble a proposal with products and discounts from the catalog, generate multiple quote versions, route for approval, and push for e‑signature. Winning the deal starts order tracking and assigns fulfillment tasks without leaving the platform.

Marketers design journeys in a visual builder. Pick a segment, set triggers (form filled, link clicked, page visited), and choose channels—email, SMS, social, or in‑app. Personalize content blocks by persona or lifecycle, A/B test subject lines the AI drafts, and let predictive models schedule sends for the highest open and conversion windows. As the campaign runs, dashboards attribute revenue to touches, compare cohorts, and adjust budgets automatically when a sequence underperforms. more