Answer every call, work every lead and close more deals.
Sundial gives your team one place for calls, messages, leads and deals, with AI agents that pick up when the phones get busy. Everything a customer says stays with their record, from the first ring to the signed paperwork.
Free for individual use. Team plans from $19 a seat.
Every conversation, one inbox.Calls, texts, WhatsApp and email land on the same customer
record.
From the first call to the closed deal.Leads, quotes, gates and payments in the same
pipeline.
Your people, with backup.AI agents take the overflow and hand off with context.
Calls, messages, AI agents, automations and deals, on one customer record.
Most operations run a dialer, a call-center suite, a messaging tool, an AI voice vendor, a deal desk and a reporting layer, each holding part of the customer. Sundial replaces the stack, so a call, a text, a quote and an appointment land on the same contact and the same deal.
- Smart accounts handle person, household or company buyers.
- Import from CSV, Google, Microsoft or third-party integrations.
- Build groups by describing them with natural language. Merge duplicates with evidence.
- Inbound queues, phone menus, outbound campaigns.
- Bring your own device or use a browser softphone.
- Supervisors listen, whisper or barge on any call. Agents work from a desk phone, a mobile or a browser.
- Shared addresses such as sales@company.com, with an owner on every thread.
- Email, SMS, WhatsApp, web chat, voice and video in one triage queue.
- AI summaries, SLA clocks and provider leads that arrive with an owner and a deadline.
- Full-duplex models listen and speak at the same time, with a library of voices to choose from.
- Answer, qualify and book from your own documents, on the phone, WhatsApp and web chat.
- Hand off to a person with the transcript and a coaching note attached.
- Callbacks, voicemails, follow-ups, tasks and bookings in one queue.
- A team calendar with confirmations, worksheets and two-way Google and Microsoft sync.
- Configurable pipelines where each stage states what it takes to advance.
- Quoting, trade-ins, financing and customer payments through your own Stripe account.
- Seven cohort-funnel reports with one attribution per deal.
- Coaching hints become tasks with one click.
- Start from any CRM event: a lead accepted, a stage change, a voicemail handled, a missed appointment.
- Send, wait, check a condition, call, move the deal or assign a team, with consent and calling-hour checks on every step.
- Upload files or ingest pages and organize them into topics.
- Each AI agent answers only from the topics you assign it.
- One library serves phone, WhatsApp, web chat and in-product chat.
- Consent, calling rules and audit records are part of the workflows they govern.
- Consent per person, channel and purpose, checked on every send and call.
- DNC, TCPA calling hours, 10DLC, caller identity and an append-only audit ledger.
Staff a line with people, with AI agents or with both.
The choice is made per phone line, per queue and per campaign, and can be changed at any time.
A conventional contact center
Round-robin, ring-all and longest-idle queues. Skills, agent states, wrap-up timers, VIP routing and callbacks.
AI handles intake, a person handles the call
An agent answers, records the caller's details, checks the knowledge base and either books or transfers. The rep who picks up sees the transcript and a coaching note before saying hello.
An AI front door with defined limits
Each agent has an explicit list of what it may do and what it may offer. Capture profiles define what an agent asks for and how hard to try. Transfers to a queue or another agent when needed.
Every channel, one customer, one pipeline.
Opportunities arrive as walk-ins, calls, emails, texts, WhatsApp messages, web chats and paid leads. Sundial ties each one to the customer it belongs to, and the whole team works the same queue.
- Showroom
- Phone
- SMS
- Web chat
- Lead providers
Opportunity arrives on any channel
A walk-in logged at the desk, a call, an email, a text, a WhatsApp message, a web chat or a lead from a provider. Each becomes a thread on the customer's record, matched by phone or email.
The team and AI triage it together
One shared inbox. AI reads each message, classifies the intent, writes a summary and suggests where it belongs. A person claims it, assigns it or acts on it.
It's filed to the right place
If the customer has an open deal, the message attaches to it at its current stage. If not, a new engagement is one click away. Spam is set aside for review.
The opportunity moves through its stages
Each stage lists what it takes to complete it.
Each pipeline stage states what it takes to advance.
An exit gate can be a checkbox, a document, a kept appointment, a completed task or a settled payment. When the last gate clears, Sundial offers to advance to the next stage automatically.
- Configurable pipelines per engagement type, cloned from templates or from each other
- Deal Desk quoting with accessories, trade-ins, rebates and financing, and a payment matrix that recalculates as you type
- Gate evidence is inspectable: click through to receipts, files or appointment records
Pipeline reporting without a separate BI tool.
Seven cohort-funnel reports are built on stage history, with one attribution per deal across source, owner and campaign. Any figure links to the deals behind it. Insights reads every call, meeting and message and reports the topics customers raise most often.
- Cohort math rather than snapshots, so a stage move doesn't change last month's figures
- Weekly digest of the most important themes, separated into business issues and coaching matters
- Custom scorecards for call grading
- CSV export from every report
Consent is recorded per person, per channel and per purpose.
The dialer, the SMS pipeline, email and AI campaigns all check the same consent record before contacting anyone. The record keeps its own history, and an append-only audit log records who changed what.
- TCPA calling hours with state rules and time zones; daily contact limits; emergency outbound suspension
- DNC import and one-click add; inbound STOP keywords are written to the consent record
- Self-serve A2P 10DLC registration, business verification, CNAM and SHAKEN/STIR per number
- Regulatory gates on pipeline stages, supplied by the industry pack
Industry packs adapt the vocabulary, tools and gates.
A dental practice works with cases and patients; a car dealership works with deals and vehicles. Each pack supplies its own AI tool set, catalog, regulatory gates and pipeline templates.
Sales, service drive, F&I
- Live inventory search inside voice, WhatsApp and web chat agents
- Deal Desk with front and back gross, reserve, and a plain view for tablet handovers
- Guided credit application with the lender decision returned in the thread
- ADF lead intake with response-time SLAs
Front desk, records, reminders
- AI phone line that takes a full intake and schedules a callback or a visit
- Confirmations, recalls and reminders with consent checked per channel
- Records, intake forms and deposits handled as gates before the visit
- Search by patient or date of birth to find households and cases
Engagements with an audit trail
- Per-purpose consent and an append-only authorization ledger
- Meetings with live transcript, agenda minutes and follow-up tasks
- Knowledge-grounded agents scoped to approved topics
- HubSpot integration
Works alongside HubSpot.
Sundial syncs contacts, companies and deals with HubSpot in both directions. Calls, notes and emails logged on either side appear on the other.