Get Started with Sanka
Sanka is the operating system for Sales. Deals, quotes, billing, and AI agents — lead to cash in one unified platform.
How to start with Sanka
- Connect with an AI platform like Claude, Codex, or Cursor
- Talk with the AI to do prospecting, enrichment, scoring, activity tracking, and more
- When needed, use the Sanka web app for data entries, reporting, and settings
Basics
- Create an account — Set up your Sanka account
- Invite and manage users — Add team members and manage permissions
- Admin onboarding — Initial setup checklist for workspace owners
- Developers (MCP / API / SDK) — Build with the Sanka Sales API for deals, billing, and proposals
Connect Sanka to AI platforms
Connect your existing stack
- HubSpot integration — Sync customer and deal data automatically
- Salesforce integration — Sync leads, accounts, and opportunities for full deal-to-cash
- Shopify integration — Sync orders, products, and inventory to automate fulfillment
- Stripe integration — Import payment data and centralize billing
Sales workflows
- Sales operations — Deals, orders, inventory allocation, invoicing, and payments
- Billing management — Invoicing, payment confirmation, reconciliation, and accounting
- Subscription management — Recurring billing, cancellation handling, and KPI tracking
- Portal / EDI — Receive order data with less manual follow-up
Operations
- Procurement and purchasing — Supplier management, purchasing, receiving, and accounting
- Inventory management — Stock movements and discrepancy reduction
- Accounts receivable — Payment management and reconciliation with AI
- Accounts payable — AI capture and approvals to prevent misses
- Expense management — Auto-route approvals by amount
