Instant Meeting Follow-ups.

We've designed A.I. to summarize meetings, predict action items, and automate follow-ups.

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Join more than 1,000 remote teams who have transformed their lives at work

Sonia helps make remote sales organizations 10x more productive

Consultants

Meeting summaries, transcriptions, notes and action Items.

Insurance Brokers

The fastest way for Insurance Brokers, Account Managers, and CSR’s to cover E&O; risk, update their AMS, and automate client applications.

Client Facing Teams

Automated CRM entry, draft follow-ups to prospects and clients.

Stay audit-ready, automate your workflow, and build your client base.

Invite Sonia, Call Sonia, or Text Sonia:

Sonia transcribes conference calls, voice notes, and texts to extract meeting notes and action items from your client meetings.

Auto-update your CRM:

No need to manually update your CRM. Your notes will automatically be entered after each meeting.

Save time on workflow:

Sonia seamlessly plugs into your calendar, conferencing provider, and most CRMs like Salesforce so you can focus on your clients.

Share Meeting Summaries:

Sonia leverages AI to extract summaries and decisions so notes can be shared between associates and advisors.

Search Past Client Meetings:

Find what you need and review old meeting notes to build rapport with clients. All valuable information is just a click away.

Secure:

We take data security and privacy seriously at Sonia. We offer measures to protect your organization and ensure the safety of your data. Please see our Privacy Policy and Terms of Use for more details.

See what Sonia can do for you