AI intake for B2B SaaS companies
Porto learns the use case, the team size, the current tools and the buying timeline, so your sales reps run demos for accounts that fit.
Ledgerly
AI assistant
Hi, I’m the AI assistant for Ledgerly. What would you like the product to help with?
We close our books in spreadsheets, and it takes our five person finance team two weeks every month.
Team size and use case already covered
So it moves on to current tools
Thanks. Which accounting system do you use today, and is anyone else involved in choosing a tool?
What Porto does for B2B SaaS companies
Porto replaces the demo request form on a B2B SaaS company’s website with a short AI conversation. It learns the use case, the team size, the tools in use today and the buying timeline, and sends your sales team a brief before the demo.
What Porto works out in the conversation
These are the topics, not a script. Porto asks only what it still needs, so a visitor who mentions their timeline in the first message never hears that question.
Use case
The problem and how it is handled today
Team
Company size and how many people would use it
Stack
Current tools and the integrations they need
Timeline
When they want to decide and go live
Decision
Who evaluates, who approves and who signs
The brief your team gets
Every conversation ends with a one page summary and a fit score, sent to the tools you connect. Your team reads it before the first call.
See how it works
LEAD BRIEF
Corrigan Health Partners
82
Strong fit
Need
Faster month end close, now in spreadsheets
Team
Five person finance team
Stack
Cloud accounting system, needs an integration
Decision
Controller evaluating, CFO approves
Questions from B2B SaaS companies
Can Porto answer product questions?
Yes. Add your docs and help articles to the knowledge base, and Porto answers from it.
Will it book demos?
Yes. When you connect a calendar, Porto offers times once the visitor confirms their summary.
What happens with accounts that are too small?
Porto lets them know kindly and can point them to a self serve plan or another resource.
See Porto set up for B2B SaaS companies
Bring what your team asks on a first call. We’ll set up the conversation around it and show you on the demo.
Book a demo