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Scattered
The story lives in five places.
CRM, orders, documents, email threads, and someone's memory, none of them talk to each other.
The Operational Layer for Your Whole Business
Every email, PreSorted , before you open it.
PreSorted reads every message, reasons across your connected systems, and prepares drafts and actions for approval. Most cases take under 30 seconds. Nothing sends without your rules.
- Draft-first , review before anything sends
- Policy-grounded , your rules on every action
- Your approval gates , your systems, your sign-off
Printer warranty
Hi, I bought a printer and it stopped working this week. Is it still under warranty? I don't have the invoice handy - how can you assist, repair or replacement?
1
Read
Warranty Claim
Invoice Missing
2
Reason
Salesforce Contact
Shopify Order
Atlas Policy
§
4.2
3
Draft
"Hi Robert, I've found your order and confirmed you're still under warranty. Invoice attached."
Attached
4
Propose
Update CRM Notes
Open Support Ticket
Approve
We do the work. You make the decision.
Review Trace
Edit Draft
Approve & Send
Escalate
The Problem
The work before the work
Every customer email needs an answer. Before your team can write one, they have to piece the story together from five different places. That's not the job. That's the work before the work.
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Slow
30 minutes, gone, before the reply.
Every agent re-traces the same steps, on every email, every single day.
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Risky
Answers depend on who's at their desk.
When the exception lives only in someone's memory, consistency is a coin flip.
How It Works
Five steps. Zero preparation.
Every inbound email moves through the same governed pipeline, from arrival to executed action.
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Read
Intent, urgency, and risk on arrival.
Every inbound email is analysed the moment it arrives. Intent, urgency, risk, and business context are identified before anyone opens the thread.
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Reason
Gather everything needed to resolve.
The agent gathers CRM records, orders, support history, knowledge articles, policies, and previous conversations. If something is missing, it asks the customer.
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Draft
Response and actions, ready to review.
A complete response is prepared, along with the actions required. Create a ticket. Process a refund. Update the CRM. Everything is ready for review, not executed automatically.
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Approve
You keep the decision.
Your team reviews the reasoning, evidence, and proposed actions. Edit if needed. Approve with confidence. Nothing happens outside your governance.
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Act
Execute across your systems.
Once approved, PreSorted executes the actions across your business systems with full policy enforcement, auditability, and complete traceability.
You Stay in Control
Read. Reason. Execute.
Every request runs through three stages across your connected systems, and arrives finished.
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READ
Read everything. Never miss anything.
PreSorted reads the full email, body, subject, thread history, and every attachment. It extracts intent, named entities (order numbers, invoice references, dates), sentiment, and assigns a priority score.
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REASON
Check every system. Decide with confidence.
PreSorted looks up the customer, order, and policy across your connected tools. It runs investigation steps, applies your rules, and chooses the next best action, approve, escalate, or route, before you open the thread.
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EXECUTE
Execute across your business.
PreSorted sends or drafts the reply, creates the support ticket, logs the CRM activity, and schedules follow-ups, across every connected system. Your team reviews a completed action in 10 seconds, or enables full automation.
Security & Governance
Enterprise-grade by design.
PreSorted reads your email and acts in your systems, so trust isn't a feature, it's the foundation.
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Your Data Stays Yours
Never used to train models.
Customer data is encrypted in transit and at rest, with regional data residency options you control.
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Governed by Your Rules
Nothing executes outside policy.
Approval gates, role-based access, SSO/SAML, and policy enforcement on every action.
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Audited End to End
Every step, fully traceable.
Every lookup, decision, and action is logged with a complete trace, exportable for compliance and review at any time.
Integrations
Works With Your Existing Stack.
PreSorted connects to Salesforce, HubSpot, Xero, Jira, Zendesk, and every system you run. No migration. No disruption. If a connector doesn't exist, we build it for you.
Salesforce
CRM
HubSpot
CRM
Shopify
COMMERCE
Zendesk
SUPPORT
Xero
FINANCE
JIRA
PROJECT
PreSorted Atlas
KNOWLEDGE
Monday.com
PROJECT
MYOB
FINANCE
Microsoft D365
ERP
Zoho
CRM
NetSuite
ERP
Customer Stories
Real teams. Real hours back.
4.9
on G2 · 10 reviews
Featured Story
Construction & Building
How a building brokerage cut variation-request handling from 35 minutes to under 30 seconds
This brokerage manages variation requests across 17 builder partners, each with its own approval policy. PreSorted checks the right policy, updates HubSpot, and creates the monday.com job automatically.
Read full story- Client / Organisation
- New South Wales Building Brokerage
- Challenge
- The brokerage manages contract variation requests on behalf of homeowners across 17 builder partners, each with its own approval policy, sign-off thresholds, and documentation requirements. Handling a single request meant manually checking the right builder's policy before it could be actioned - a process that took 30 to 35 minutes and depended on staff remembering the specifics of every builder relationship.
- Solution
- PreSorted reads each variation request as it arrives, checks HubSpot to confirm the client and their contracted builder, and pulls that builder's specific policy before reasoning about the request against it. It drafts the reply and proposes the HubSpot update and monday.com job together, already assigned to the right build team, for a staff member to review and approve.
- Outcome
- Variation requests are now handled in under 30 seconds of staff review time, down from 30-35 minutes. The brokerage has onboarded six new builder partners since go-live without adding to its client services team, and policy checks have been consistent across every request.
FAQ
Before you decide.
Straight answers on control, data, and rollout.
No, draft-first is the default. Auto-send only happens for request types you explicitly allow in policy, and every send is logged with a full trace.
Get PreSorted
Tomorrow, already PreSorted .
Connect your systems in minutes. Let PreSorted take the first pass on every request, so your team spends the day deciding, not preparing.
Enterprise ready · SOC 2 · 50+ connectors