AI for Sendoso that knows the rest of your business
Sendoso holds finding and reaching the next customers. Liaison connects to it with access you grant and builds prospect lists from the customers who actually pay you, finds the person who decides, and works outreach in your voice.
Because it reads Sendoso together with your CRM, your inbox and your campaigns, an answer about finding and reaching the next customers comes with the rest of the picture. You keep Sendoso; nothing is replaced or re-entered.
What Liaison does with Sendoso
- Derives your ideal customer from who pays you and builds a ranked list of look-alikes.
- Finds the decision maker at each company and the best way to reach them.
- Writes the first message and the follow-ups in your voice, and logs replies to the CRM.
- Hands you the conversations that turned warm, with the history attached.
Questions it answers across Sendoso and your other tools
- “Which fifty companies look most like our ten best customers?”
- “Who replied to outreach this week, and who needs a second touch?”
- “Which prospects have a buying signal we can point to?”
- “How many conversations did outbound start this month, and from which list?”
What it reads in Sendoso
8 kinds of Sendoso data Liaison can read on its own, every time it answers a question or does a job.
- Get CampaignRetrieve details about a specific campaign
- Get Current UserGet information about the current user
- Get Send StatusTrack all sent gifts and retrieve analytics information regarding sent gift
- List All UsersRetrieve a list of all users in the account
- List CampaignsRetrieve a list of all campaigns with optional filters
- List Group MembersList all members (users) of a specific group
- List GroupsList all groups (teams)
- List SendsRetrieve a list of all sends/gifts with optional filters
What it can do in Sendoso
5 actions Liaison can take in Sendoso. It does the ones you have approved, in your voice; anything that moves money waits for your yes.
- Create eGift LinksGenerate eGift links
- Invite New UserInvite a new user to the account
- Send a Physical Gift
- Send A Physical Gift With Address ConfirmationSend a physical gift
- Send an eGift
Works alongside Sendoso
The tools Liaison most often reads together with Sendoso.
Liaison in Sendoso, set up with you, for $629 a month.
- Connects to Sendoso with access you grant and reads it with the rest of your business; nothing is replaced or re-entered.
- Does the routine work in your voice, from your own inbox, calendar and number; each kind of work is approved once.
- Answers a question about Sendoso with the rest of the picture: the customer, the invoice, the thread, the calendar.
On Professional we connect your tools, bring your data in and set up the first rules with you. Anything that moves money waits for your yes.
“Cut our month-end close from 4 days to 4 hours.” Marcus C., owner
$629 a month, or $500 a month on a 12-month term. Prefer to start on your own? Starter is $149 a month, self-serve, with a free trial first: 7 days, no card.
Questions
Does Liaison replace Sendoso?
No. You keep Sendoso exactly as it is. Liaison connects to it, reads it together with your CRM, your inbox and your campaigns, and does the work in it the way a person on your team would.
How does Liaison connect to Sendoso?
With access you grant from your own Sendoso account, and can revoke at any time. Where a tool offers no way in from outside, Liaison works it on its own computer, the way a person would.
Can Liaison act in Sendoso without asking?
It does the routine work you have approved, in your voice. Anything that moves money, such as a payment, a refund or a transfer, always waits for your yes.
What does it cost?
Liaison starts at $149 a month. Professional is $629 a month and Team is $2,950 a month for up to five seats. Every plan works with the tools you connect.
See it on your own business.
Thirty minutes with us, on your own tools. Bring the thing that eats your evenings and watch it get handled from your own inbox, calendar and books.
Professional is $629 a month and we set it up with you. Starter is $149 a month, self-serve, with the free trial first: 7 days, no card. Every plan is on the pricing page.