Enterprise AI without enterprise complexity.
You've outgrown the small-business tools but don't need a 12-month enterprise implementation. SoFi AI hits the sweet spot — powerful, fast, affordable.
Book a Mid-Market DemoWhat you get
Multi-Team Support
Sales, service, and marketing teams each get dedicated AI workflows and separate conversation queues.
Advanced Segmentation
Slice your customer base by location, revenue tier, service history, engagement score, or custom attributes.
CRM Integration
Bi-directional sync with your existing CRM. Contacts, deals, and activities flow seamlessly.
Custom Automation Rules
Build triggers and actions that match your specific workflows — no cookie-cutter limitations.
Dedicated Success Manager
A named human who knows your business, monitors performance, and proactively suggests optimizations.
Priority Support
Phone, chat, and email support with guaranteed response times. Your AI never goes unsupported.
Why Mid-Market choose SoFi AI
Deploy in days, not quarters — no IT project required
Pay for what you use, scale when you're ready
One vendor replaces 4-5 point solutions
ROI visible within the first billing cycle
Ready to power your mid-market with AI?
Book a tailored demo. See exactly how SoFi AI fits your business model.
Book a Mid-Market Demo