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SAGARIS

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What SAGARIS is

SAGARIS is an AI Sales Operator combining CRM, dialer, inbox, SMS, AI receptionist, coaching, and analytics. Territory rules assign account owners when records are created, imported, or merged, filling only an empty owner field. Managers can preview round-robin or least-loaded assignments for up to 50 unassigned leads before applying them. Lead scores use five fixed factors, cap at 100, classify temperature, and decay with a 30-day half-life. Salesforce and HubSpot connect through OAuth; Salesforce activity write-back needs an environment switch, while HubSpot write-back remains dry-run. Other documented connections include Gmail, Google Calendar, Yahoo Mail, iCloud Mail, AOL Mail, Slack, Fireflies, Gong, REST, webhooks, and a read-only MCP endpoint. Geography matching is text-based, routing ignores rep availability, and speed-to-lead reports do not alert reps. Founded in 2024 in McLean, Virginia, SAGARIS starts at $499 per user per month.

Who it suits

SAGARIS suits revenue teams wanting CRM, communications, routing, scoring, and AI agents together. It is available through web and API connections.

What it does well

  • Territory-based owner assignment
  • Round-robin and least-loaded previews
  • Lead scoring with decay
  • Salesforce and HubSpot OAuth connectors
  • REST API and webhooks

What to know first

  • Geography matching is text-based
  • Routing ignores rep availability
  • HubSpot write-back is dry-run only
  • Microsoft 365 and Calendly unavailable

Plans

PlanBilled and limitsPrice
Founding partnerPer founding seat · Full platform and agents · Unlimited AI actions on fair use · Salesforce and HubSpot sync, write-back gated · Cancel anytime$499 a month
EnterpriseCustom Annual agreement · Everything in Founding · Role-based access · Regional data residency · Custom approval workflows · Dedicated success engineer · Security review and DPA supportOn request

As sagaris.ai lists them, read 7 Oct 2026. The maker's own page has the final word.

Verdict

SAGARIS centralizes sales operations while providing configurable routing and lead scoring. Teams should verify connector write-back behavior and routing limits before adopting it.

Facts from SAGARIS's own pages

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, 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, 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, 7 Oct 2026
Founded
2024 · sagaris.ai, 28 Sept 2026
Headquarters
McLean, Virginia, United States · sagaris.ai, 28 Sept 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, 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, 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, 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, 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, 7 Oct 2026
Product
SAGARIS describes itself as an AI Sales Operator combining CRM, dialer, inbox, SMS, AI receptionist, coaching and analytics. · sagaris.ai, 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, 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, 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, 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, 7 Oct 2026

Where SAGARIS stands on Freedom251

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