Never Miss a Follow-Up Again
Your AI-powered daily checklist analyses your pipeline every morning and tells you exactly where to focus, ranked by priority and deal value.
AI Tasks
Call back James at Acme Corp, 6 days since last contact
Send proposal follow-up to Priya at TechCo
Chase Bluestone re: contract sign-off
Update deal stage for Meridian opportunity
My Tasks
Team standup at 9am
Review last week's call recordings
Send weekly pipeline report to CEO
How it works
Three steps. Every morning. No setup required, Sentra Sales uses your existing pipeline data from day one.
AI scans your pipeline
Every morning Sentra Sales reviews your open deals, overdue follow-ups, and recent call notes to understand where your attention is most needed.
Tasks are ranked for you
Tasks are organised into three tiers, Urgent (act today), Important (act this week), and Nice to do (when you have time), with high-value deals always surfacing first.
Tick them off as you go
Mark tasks complete as your day progresses. The list resets each morning so you always start fresh. Add your own personal tasks alongside the AI suggestions.
Built around how sales reps actually work
No complex configuration. No dashboards to build. Just a clean, prioritised list waiting for you every morning.
Urgency-ranked tasks
Deals that have gone quiet float to the top automatically.
Deal value weighting
Higher-value opportunities are always prioritised.
Personal task list
Add your own reminders alongside AI suggestions.
Daily reset
Your checklist clears each morning, keeping things clean.
No configuration
Works out of the box using your existing pipeline data.
Progress tracking
A progress bar shows how much of your day you've completed.
"I used to start the day not knowing where to begin. Now I open Sentra Sales and my first three calls are already lined up for me."
Sales Manager, SaaS company
Frequently asked questions
How does AI call scoring work in Sentra Sales?
Sentra Sales records and transcribes calls, then scores them against your sales playbook criteria. Reps and managers can review the resulting call scores and insights.
Can Sentra Sales handle automated multichat and dialer follow-ups?
Sentra Sales records, transcribes, and scores calls made through its dialler, and AI drafts personalized email follow-ups for reps to review. Live chat, SMS, and social follow-ups depend on supported channel integrations; Sentra Sales does not claim to automate those channels without an available integration.
How does the AI daily checklist work?
Every morning, Sentra Sales analyses your live pipeline, open deals, overdue follow-ups, and recent call notes, and builds a prioritised task list ranked by urgency, deal value, and last contact date. You start the day knowing exactly what to do first.
Does the checklist reset every day?
Yes. The AI task list refreshes each morning based on your current pipeline data. Personal tasks you add also clear at the end of each day so your list never gets stale.