Sato SystemsSato Systems

Solutions

Start with the problem your team feels today.

See the system behind each problem. Start with the one your team needs most.

Your business

Work doesn't have to be overwhelming.

Every business runs on three things: your people, your work, your money. Each one lives in a system. Sato cleans that system up and puts AI to work inside it.

  • CRM

    Your people

    Leads, bookings, and requests.

    Where new business is won or lost.

    • Salesforce
    • HubSpot
    • Your inbox

  • PMO · ERP

    Your work

    Projects, tasks, and handoffs across teams.

    Where the work gets done, or waits.

    • monday.com
    • Notion
    • Your calendar

  • Accounting & payments

    Your money

    Quotes, invoices, and renewals.

    An invoice when a deal closes. A follow-up before a renewal lapses.

    • QuickBooks
    • Stripe
FormQualifiedQualificationEmailTRAssignedA new leadAnswered and owned

Lead routing

Stop losing new business.

A form comes in, gets qualified, gets a reply, and lands with the right person.

  1. Form
  2. Qualification
  3. Email
  4. Assigned

Every lead has an owner, a reply, and a next step.

Explore Lead routing
Inquiry formAnalysisAnalysisCustomer confirmationJDAssigneeEvery customer requestOwned, answered, nothing dropped

Ticket triage

Stop dropping the ball on customers.

An inquiry comes in, gets read, the customer hears back, and it lands with an assignee.

  1. Inquiry form
  2. Analysis
  3. Customer confirmation
  4. Assignee

Every request is triaged, owned, and moved toward resolution.

Explore Ticket triage
90-day queue · milestonesDay 1Day 30Day 60Day 90SetupTrainingGo-liveGrouped projects · tasksEvery task owned, on time

Customer onboarding

Start every customer right.

A new customer's first 90 days, planned as milestones, grouped projects, and tasks before they start.

  1. 90-day queue
  2. Milestones
  3. Grouped projects
  4. Tasks

Every milestone has its projects, every project its tasks, every task an owner.

Talk about onboarding

Not sure which solution fits?

Tell us where the work is getting stuck. We will help you identify the clearest place to begin.

Talk to our team
Solutions | Sato Systems