Sontai is trusted by brands, big and small, all over the world.
5.0/5
5.0/5
5.0/5
Key Features
Unlock CRM Insights with Ease
Track Team Activity at a Glance
Easily monitor your team’s activity with visual reports that track essential metrics like emails sent, calls made, and meetings scheduled.
This report provides a clear overview of engagement levels, making it simple for managers to support and guide their team without diving directly into the CRM.
Stay on Top of Your Sales Pipeline
With our Opportunity Report, get a full picture of your open pipeline deals at a glance.
From early-stage leads to closing opportunities, this visual report helps managers track deal progress, identify bottlenecks, and forecast revenue more accurately, all without needing to sift through CRM data.
"Sontai gives us an amazing overview of our business and key KPIs. So much easier than logging into dozens of different systems!"
Rob Eades
Founder / CEO
How it works
Boost Your Business in 3 Simple Steps
​Connecting to Sontai is quick and effortless. In just three simple steps, you can turn your raw sales data into actionable insights.
Whether you're setting up for the first time or managing multiple platforms, Sontai makes it easy to get started, so you can focus on what matters most—driving smarter business decisions.
Connect Your Data
Connect your data in a couple of clicks. No Code, no fuss.
Open Your Dashboard
Your data will be pulled onto your prebuilt CRM Dashbaord and calculated automatically. Simple.
Drive Decisions
Analyse your data in your new dashboard. Use it to make decisions and drive action across your business.
Secure Access
Controlled Access for Everyone in Your Business
At Sontai, security is a top priority. We’ve built our platform with multiple layers of protection to ensure your data stays safe and accessible only to those who need it.
With secure multi-factor authentication (MFA), we provide an extra layer of protection, safeguarding your accounts and data from unauthorised access. Combined with precise control over report access, you can rest assured that sensitive information is restricted to only the right users.
Granular Access Control
Define who can view each report, ensuring sensitive information is seen only by authorised users.
No Limits on User Access
Add as many users as needed without worrying about offline content or sharing restrictions.
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Access Anytime, Anywhere
Enjoy the flexibility of cloud-based access, allowing you to view and manage reports from any location.
Frequently Asked Questions
Common Questions, We’ve Got Answers!
1. Do I need any technical knowledge to use the dashboards?
No. All of our KPI dashboards are readily available for use. They are connected directly to your data sources and update automatically, without requiring any additional action. Also, all metrics and data visualisations are pre-built, so you don't have to worry about a thing.
2. What data sources do the CRM Dashboards connect to?
With the Sontai CRM Dashboards, you can effortlessly connect to various CRM systems like HubSpot and PipeDrive. Check out all our integrations by clicking here.
4. Am I able to customise the dashboard to include targets?
Yes. We can personalise your dashboards to suit your business needs by incorporating specific features such as targets, custom calculations, and financial year periods. Don't hesitate to contact us to us to explore custom solutions that best fit your requirements.
5. How much does the CRM Dashboard Cost?
When utilising the Sontai Platform, the costs are determined solely by the quantity of data sources linked to the dashboards (e.g. Xero is a single data source). Nevertheless, you can rest assured that you will have unrestricted access to all of the features, full support, and an unlimited number of users. You can calculate your own price here.
Still got questions? Contact us to get answers to any questions you have.
