sonaris
Join waitlist

Use cases / Organisations

Sonaris for SaaS software companies

A shared support inbox with SLAs, a pipeline from trial to signed, a help centre published from a folio and onboarding projects your customers can see. The product stays yours; everything around it runs on one workspace.

Join the waitlist See the platform
OS
Ostra SoftwareOstra Rota, staff scheduling for restaurants · Lisbon
  1. One support inbox the whole team shares1 / 14Messages
  2. Accounts, tickets and a sales pipeline2 / 14CRM
  3. A help centre and a site that books demos5 / 14FolioSitesForms
  4. Roadmap, onboarding and automation11 / 14FlowsProjectsChatCanvasChecklistsProfiles

An illustrative workspace. The business, people and figures are fictional.

01 · Start with Messages

One support inbox the whole team shares

support@ and sales@ become shared inboxes. Every thread has an owner and a read state, the team talks in internal notes beside the customer's message, and a thread can be transferred, assigned or closed without forwarding anything.

  • Shared inboxes per team or purpose
  • Internal notes alongside the thread
  • Transfer, assign and close
  • Every conversation filed on the contact
Messages
Messages · support@ · Open
ThreadCustomerOwner
Shift swaps not syncingCafé LumeRui
Adding a second siteBistro NoveInês
Payroll export columnsMesa GroupRui
Invite link expiredTaberna Sol—
Internal note · RuiReproduced on Android. Linked to the bug board, replying with a workaround.
02 · Add CRM

Accounts, tickets and a sales pipeline

Contacts map to the company they work for, so a ticket from one manager shows the whole account. Tickets carry SLAs, deals move from trial to signed, and segments drive product-update newsletters. Your old CRM comes in from CSV.

  • Relationship mapping between people and companies
  • Tickets with SLAs and automations
  • Deals and pipelines with stage automations
  • Segments, newsletters and campaigns
CRM
CRM · Pipeline · New business
Trial
Mesa Group14 sites · day 9
Casa Rio3 sites · day 2
Demo
Fiore Kitchens6 sites · Thu 11:00
Won
Harbourside Hotels22 sites · €26,400 a year
Café Lume · 3 sites · 4 contacts · 1 open ticketCRM
03 · Add Folio, Sites and Forms

A help centre and a site that books demos

Help articles and the changelog are a folio published under a path on the marketing site, with its own search. The demo-request form creates a contact and a deal, and a booking page lets them pick the slot themselves.

  • A folio published to the site, with its own search
  • Visual editor, plus a code editor for template pages
  • Forms that create a contact and a deal
  • Booking pages for demos
FolioSitesForms
Folio · Help centre · published to help.ostrarota.com
Help centreGetting startedRotasShift swapsPayroll exportChangelog
Shift swaps

Staff can offer a shift from the app. A manager approves it, and the rota updates for both people.

Swaps not showing?

Check that both people are on the same site and that the shift is more than two hours away.

Updated with the 4.12 release.
04 · Add Projects, Chat, Canvas, Checklists, Profiles and Flows

Roadmap, onboarding and the glue between them

The roadmap and bug board are projects, feature maps live on a canvas, and the team talks in channels. Larger customers get an onboarding project and room with their admins as guests. Flows provisions the account over HTTP when a deal is won, escalates tickets near their SLA and follows up quiet trials.

  • Projects with board, list and timeline views
  • Channels, DMs and project rooms with guests
  • Onboarding checklists attached to the customer's project
  • Call out over HTTP to your own product
FlowsProjectsChatCanvasChecklistsProfiles
  1. Trigger · CRMDeal won
    when
  2. Action · HTTPProvision the account in Ostra Rota
    then
  3. Action · ProjectsCreate project from “Group rollout”
    then
  4. Action · ChecklistsAssign “Enterprise onboarding”
    then
  5. Action · ChatInvite the customer's admin as a guest
    then
  1. Trigger · CRMTicket unanswered for 2 hours
    when
  2. ConditionAccount has more than 10 sites
    if
  3. Action · MessagesAssign to the on-call engineer
    then
  4. Action · ChatPost to #support-escalations
    then
  1. Trigger · CRMContact went quiet for 7 days
    when
  2. ConditionDeal is in the Trial stage
    if
  3. Action · MessagesDraft a check-in from sales@
    then
  4. Action · CRMMove deal to “Nurture”
    then
05 · The running business

Support, sales and product looking at the same customer

A support thread shows the account's deal, its onboarding project, the help article it needs and the bug it is waiting on. Sales, support and engineering stop asking each other what the customer said.

Messages
support@
sales@
billing@
Views
Mine
Unassigned
SLA at risk
support@ · Ticket #4471 · RuiShift swaps not syncing — Café Lume
SLA 1 h 12 m left3 sitesBug linked#support
Marta · Café LumeTwo of my team swapped Saturday shifts and the rota still shows the old names.
Internal note · RuiAndroid only. Bug on the board, fix in 4.13.
RuiThanks Marta. Approving from the web dashboard works today; the app fix ships next week.
Linked
Café Lume · 3 sitesCRM
Ticket · SLA 2 hCRM
Swap sync on AndroidProjects
Help · Shift swapsFolio
#support · 9 onlineChat
A week at Ostra
  1. FormsDemo request: Fiore Kitchens, 6 sites
  2. MessagesSwap sync thread answered in 48 min
  3. Folio4.12 changelog published
  4. CRMHarbourside Hotels · won
  5. Flows22 sites provisioned over HTTP
  6. ChatHarbourside admin joins their room
  7. CRMProduct update to 1,900 users
11of 14 modules in use
ProjectsFolioCanvasChecklistsFilesCRMMessagesChatFormsProfilesSitesCommercePaymentsFlows
Seats
18 · support, sales, product and engineering
Guests
Customer admins during onboarding
Billing
Subscriptions stay in your own billing system; Flows can reach it over HTTP
Replaces
Zendesk, Help Scout, HubSpot, Notion, Webflow, Typeform, Slack, Asana, Miro and Zapier
Next use caseTech law firms All use cases

Start with one module. Add the rest as you grow.

Every module works with every other from the day you switch it on, and your data exports whenever you want.

Join the waitlist More use cases