Sonar Full Feature List

  • Lead Engagement & Conversion
  • Automation
  • Efficiency
  • Management & Reporting
  • Compliance

Lead Engagement & Conversion

Utilize the channel with the highest engagement rates to drive meaningful conversions at all stages in your funnel.

Lead Qualification Bot

Route customers or prospects through a customized conversation flow for lead qualification, saving time and effort. The bot will then route the inquiry to the dedicated team/salesperson when it’s time to close a sale, after specified actions have occurred, or when the bot can no longer proceed. Having a bot to field initial sales questions also allows you to respond immediately, 24 hours per day, and increases the likelihood of conversion.

Campaigns

Campaigns are an easy way to send highly-targeted messages to large groups of people with very little work. Sonar users can quickly organize audiences using properties to keep messaging personalized and relevant. Send messages immediately, schedule them for later, or trigger messages through Sonar’s API.

Drip Campaigns (Follow-ups)

Utilize custom drip campaigns — automated text messages scheduled to be delivered based on selected times or specific user actions. With follow ups, you can create custom, automated cadences that will “follow up” with consumers who forget or don’t initially respond to messages. When a lead or prospect replies, they will be removed from subsequent follow ups and escalated to a sales person.

Lead Scoring

Use information you collect from prospects through Sonar’s lead qualification bot or data stored in your CRM to generate a score for each lead that comes through the funnel. Use that information to route the lead appropriately to the right team or to another bot.

Desktop Chat Widget

The Desktop Chat Widget is a small piece of JavaScript code that can be placed on any website, which generates a small button for leads to enter their phone number to receive text messages from a company. The Desktop Chat Widget is a great way to increase lead submissions.

Ping Widget

Whenever someone visits your website on a mobile device, a custom “Click Here to Text Us” banner is generated so your customers are easily able to connect with you. When clicked, the customer’s native text app opens up with your company’s phone number pre-populated. This is a great way to generate inbound leads and interest in text messaging.

Speed to Lead

Reduce the amount of time that passes from the moment a prospect comes inbound. Engage with your leads as soon as possible for first-mover advantage. Conversion and purchase rates are higher when leads are contacted immediately.

Artificial Intelligence & Natural Language Processing (NLP)

Our AI and NLP have been an award-winning addition to Sonar’s platform. The AI functions continually learn and adapt, becoming more intelligent through interactions. Improve sales processes, achieve better customer outcomes, and drive higher engagement all while increasing your team’s bandwidth.

Highly Customizable AI & Bots

We develop customized bot flows for your specific business needs. Sonar’s chatbots will work with you hand-in-hand to feel like an extension of your team. Responding to leads around the clock will reduce the chance your prospects go elsewhere.

Intelligent Routing

Setup sophisticated rulesets for routing or allow our bots to intelligently route leads to the right team at the right time.

Workflows

Workflows are a powerful framework that allow you to use custom business logic on top of Sonar features. This allows Sonar to be easily and quickly customized for even the most sophisticated organizations.

Message Tags

Message Tags provide the ability to add more contextual information to your conversations. You can add tags on any message within a conversation.

API and Webhooks

Sonar’s API & Webhooks allow you to easily integrate our solution into most of your existing technology stack. You can also pull specific Sonar features directly into your 3rd party or CRM.

A/B testing

Test between different variations of messaging to see which strategy is more successful in engaging and converting your audience.

Over a Dozen Integrations

Seamlessly connect with your customers through your CRM or tech stack. With over a dozen direct integrations to popular softwares such as Salesforce and Zendesk, and hundreds more available via Zapier, Sonar is built to work with your existing solutions or standalone.

Call Forwarding

Does someone you’re texting with want to call you? Whenever someone calls one of the numbers you’re texting from, we’ll automatically forward it to your call center number, customer support team, or wherever you need it to be routed to.

Text From Inside of Salesforce

Sonar has a powerful and feature-rich text messaging integration available for Salesforce. Harness the power of mobile messaging without having to leave Salesforce. Read more about our Salesforce integration.

Simple & Lighting Fast Interface

We pride ourselves on how our platform looks and performs. Sonar strives to deliver the best user experience by continually updating our interface and expanding on functionalities. Our platform is incredibly fast, intuitive, and easy to implement.

Dedicated Success Team

Every Sonar partner has a dedicated success team that will be there for you every step of the way. Have a question, comment, or concern? Please contact us, as we will respond to most inquiries within the business day. We pride ourselves on the relationships we form with our partners.

Lightning Fast Search

Search for previous conversations, specific keywords, customer properties, and more with Sonar’s lightning-fast search bar.

Context From Any Data Source (Integrations)

Synchronize information across data sources like Salesforce and Zendesk. This helps Sonar users gain and understand context about their customers without having to cross reference through another solution.

Conversation Collision Avoidance

Real-time notification that one of your team members is currently responding to a customer so two reps aren’t engaging with the same person at once. Assignment and claiming features also allow your team to have designated routing to specific sales reps, seniority levels, or business units.

CSV imports/Exports

One of the easiest ways to get your customers into Sonar is to import them via CSV file. You can also export your customer information and all of your messages.

Enterprise Scalability

Sonar is built for enterprise. Our functionality and pricing model make it easy to scale with your organization.

Roles & Permissions

Manage and control the privileges of every feature in Sonar so you have full visibility of your team’s efforts. With role-based access controls (RBAC), you can align roles with your employees’ positions by giving access to specific features and internal data.

Analytics

Understand common themes and trends of your Sonar usage. Our highly detailed analytics page has all the data you need to make informed decisions based on your team’s or individual’s performance.

Team Collaboration

Separate and route your contacts/inquiries into teams within your organization. Tackle a prospect together or gain visibility on team engagements. Utilize the roles and permissions feature to control each team’s access to specific Sonar functionalities. Workflows can even be set at a team level for custom application logic.

Team & Agent Performance Reporting

Monitor the performance of your entire team or specific individuals. As an admin, you have full transparency over all of your team’s efforts and achievements. This data will be updated in real-time and available for viewing in the Analytics tab and also for export.

Sophisticated Property Management

Sort, filter, and categorize by contact properties. Send out campaigns based on specific information relative to each customer. Properties are intended to give you more context on the client or prospect and an easier way to categorize your audience.

Sonar ensures your company stays compliant to the evolving messaging policies and standards

Auto-Unsubscribe

When a customer asks you to stop messaging them, we automatically unsubscribe and prevent further communication.

Double Opt-in

Double opt-in is a two-step verification process to confirm customers to your messaging list. Enabling double opt-in allows you to generate a messaging list that complies with TCPA policies.

Intelligent Timezone Compliance

Protect against sending text messages to customers outside of acceptable hours (as stated by TCPA law) by enabling our intelligent timezone compliance feature. You have the option to set your own range of acceptable business hours. If not defined, Sonar’s system will use the TCPA default option of 8 a.m to 9 p.m. Messages sent outside of compliant hours will be queued up to be sent during the next compliant hour.

Intelligent Message Delivery

Campaign messages are intentionally sent out over a period of time to reduce the likelihood of carriers blocking due to spam. Sonar utilizes multiple phone number strategies for sending messages to improve deliverability rates. We offer local, toll-free, and short code number options which can help increase deliverability based on use cases.

Message Delivery Status

Get notified if your message made it to the customer’s device. Have full visibility on the status of your message to see if it’s in queue, sent, delivered, or possibly experienced an error.