Spend less time preparing data
Connect records and analyze incoming responses without restarting the reporting process.
SOPACT SENSE · PRICING
AI-native data collection. Better decisions.
Collect forms, files and feedback continuously—not just when a report is due. Sopact connects each new response to the right stakeholder and program, analyzes it as it arrives, and gives your team the control to act sooner.
✓Your team manages collection and routine changes
✓New forms, files and feedback analyzed on arrival
✓Connected history turns updates into better decisions
Your team manages the data. Your platform scales with you.
Sopact Sense / Connected records
WORKSPACE / TRAINING PROGRAM
Know what needs attention
● ConnectedApplicationRecorded
BaselineConnected
Mentor notesConnected
Follow-upNew evidence
New response analyzed✓ Linked to record
Response / follow-up
“I know the steps, but my schedule changed, so I haven't practiced.”
Intelligence Cell / configured analysis
Barrier identified: limited opportunity to apply skills
↗ INSIGHT WITH CONTEXT
Earlier assessment showed skill gains. Follow-up adds a possible practice barrier—not evidence that the skill was lost.
View linked evidence · 4 collection stages ↗✓
Context carries forwardFrom first response to follow-up
Make decisions earlier
Review changes and emerging needs throughout the program—not only at the end.
Stay in control
Let authorized staff maintain definitions, collection stages and review rules.
WHY AI-NATIVE DATA COLLECTION MATTERS
Better decisions start long before someone asks AI for a dashboard.
The real work happens every day: collecting new information, keeping stakeholder records connected, and noticing what has changed. Compare the cost of running that process—not just the price of an AI assistant.
With fragmented data collection
Each change becomes another project.
An AI assistant can analyze what you give it. But if collection is fragmented and systems are hard to change, teams still rely on exports, specialists and periodic dashboard rebuilds.
- Export, clean and reconcile records for new questions
- Request changes to fields, definitions or reports
- Wait for a new version before the team can act
With Sopact Sense
Collect continuously. Decide sooner.
Put recurring data collection, connected records and configured analysis in one workflow that your designated program owner can manage.
- Update routine forms and analysis instructions as needs evolve
- Interpret new responses on arrival and review exceptions
- Use connected participant or partner history to decide sooner
This is a workflow comparison, not a claim that all CRMs are rigid or AI tools cannot automate. Setup, migration and integrations may still need specialist help. The value to test is how much ongoing work your staff can own after launch.
THE SELF-GOVERNANCE TEST
Your program changes.
Who can change the system?
Don't evaluate self-service from a feature list. Ask your program manager to make an actual change. These three examples demonstrate the kind of ownership to test in Sopact Sense.
Interactive illustration · not a live product interface
STEP 01 / COLLECTION
Update the intake question
A program manager adds “What stopped you from completing the course?” to the next cohort’s follow-up.
FOLLOW-UP QUESTION
What stopped you from completing the course?
☑ Required for new follow-ups✓ Draft saved
Change within the team's control
The new question can be collected in future cycles without rewriting the participant record. An authorized owner reviews and publishes the change.
Governance means clear ownership, permissions, review and version control—not uncontrolled AI changes.
ONE FOUNDATION · MANY WORKFLOWS
Good decisions can’t wait
for the next reporting cycle.
From application and intake to check-ins and follow-up, see how AI-native collection supports decisions in five different workflows.
STEM · AFTERSCHOOL · YOUTH DEVELOPMENT
Know who needs support while there is still time to help.
Connect enrollment, STEM learning check-ins, afterschool attendance and mentor notes into a continuing participant history. Your team can respond before the program ends.
“Which young people need a check-in this week—and what changed since the last session?”
- Connect attendance, STEM assessments, feedback and staff observations
- Let program staff update routine questions and follow-ups themselves
- Spot emerging needs and review the source before taking action
EnrollmentIntake
STEM check-inLearning
Mentor noteSupport
Follow-upNext action
CONTINUOUS PROGRAM REVIEW✓ Sources linked
A participant reports more confidence in STEM, but missed sessions and a mentor note point to a timely check-in.
↗ Sources: STEM check-in + attendance + mentor note
Shared definitionsSource evidenceStaff review
Illustrative example. Sopact supports configured analysis; human review and data-quality checks remain essential.
SOPACT SENSE / SUBSCRIPTIONS
Start collecting smarter.
Choose the right scope and support.
Pricing reflects the value and scope of the work you need to run—not reports generated or AI credits consumed. Begin with a focused project, or choose a longer-term partnership for expanding, continuous data collection.
Already use ChatGPT or Claude?
Growth and Enterprise include supported connections to external AI tools. Sopact supports the ongoing data and governance workflow behind them.
Growth and Enterprise include supported connections to external AI tools. Sopact supports the ongoing data and governance workflow behind them.
A FOCUSED START
Power
A lower-cost start for one focused project or a well-defined, self-managed workflow.
$399/ month
$4,788/year · billed annually
- 2 staff users
- 1,500 survey responses / year1
- 500 AI Instant Analyses / year
- Connected contact records and collection stages
- Configured analysis as supported data arrives
- Unlimited Sopact AI Assistance
What your team manages
Discuss Power A designated owner maintains forms, definitions and review rules. Specialized setup is separate when required.
MORE CONNECTIONS
Growth
For a self-managing team extending collection across cycles and connecting external tools.
$799/ month
$9,588/year · billed annually
- 3 staff users
- 6,000 survey responses / year1
- 2,000 AI Instant Analyses / year
- Continuing records and governed analysis
- Unlimited Sopact AI Assistance
- Claude / ChatGPT and BI integrations
What your team manages
Discuss Growth A designated owner evolves routine collection and analysis; complex integrations or rollout work need separate scoping.
YOUR DEPLOYMENT, SCOPED
Enterprise
For ongoing, expanding collection with tailored advisory, premium technical support and a wider rollout.
Custom
Annual subscription · agreed scope
- Unlimited staff users, survey responses and AI Instant Analyses
- Unlimited Sopact AI Assistance
- Custom integrations and workflows
- White-label and custom deployment
- Tailored advisory and premium technical support
- Implementation and support scope agreed
What your team manages
Scope Enterprise A business lead and data/governance owners work with Sopact to define rollout responsibilities, support and controls.
1 Published response and AI analysis figures help size the plan; they are not billed as per-credit or per-report charges and are not rigidly enforced in ordinary use. Confirm scope, service commitments and any usage terms in your proposal. Starting with one workflow is a recommendation, not a Power plan limit. Setup may be scoped separately. See implementation costs ↓
VALUE BEFORE FEATURES
What is the recurring cost of waiting?
A subscription is only part of the equation. Estimate the staff time spent reconciling data, rebuilding dashboards and preparing recurring decisions. Use your own assumptions—not a vendor ROI claim.
BEFOREStaff time disappears into preparation
WITH A SELF-MANAGED LOOPMore capacity for review and action
Illustrative opportunity calculator. It does not estimate outcome improvements, promise productivity gains or substitute for a paid pilot.
Explore the potential economicsChange assumptions below
Potential staff hours freed / month16.5 h
Estimated annual value of that time$11,880
First-year subscription + selected setup$5,588
Illustrative first-year difference$6,292
Break-even: about 7.8 staff hours/month at this rate, before any other costs.
Assumes the chosen percentage of administrative time is actually saved and that saved capacity is worth the stated labor rate. Excludes ongoing review, support, migration, integrations and operating costs. A negative figure means costs exceed estimated savings.
TRANSPARENT COSTS
Software subscription + the setup your team actually needs.
If your team needs help establishing data design or configuring analysis, the separate setup engagement starts at 10 hours × $200/hour ($2,000 upfront). Teams with a ready design and sufficient internal capability may not need that engagement. Migration, integrations and continuing hands-on support require additional scope. Enterprise is custom.
$2,000Minimum setup engagement
when required
when required
$200/hrAdditional scoped work
Agreed before rollout
Agreed before rollout
PLAN DETAILS
Collection your team controls. Decisions you can improve.
Compare self-managed collection, connected history, analysis on arrival, governance, capacity and optional integrations.
Full feature comparison below. All plan details are visible. On a phone, swipe the table sideways; plan names stay at the top.
| Capabilities & what they mean | Power | Growth | Enterprise |
|---|---|---|---|
| Choose by team and scope | |||
| Consider this plan whenChoose by staff access, collection capacity and integration needs. | Focused or limited project; up to 2 staff | Expanding self-managed workflows; up to 3 staff | Ongoing, growing collection; tailored advisory and support |
| Skills and time your team needsRoutine self-management depends on an identified data owner. | Form and analysis design | Record definitions, data quality, integrations | Business and governance owners |
| Implementation readinessImplementation and support are separate from subscription fees. | From $2,000 when needed | From $2,000; scope larger setups | Custom implementation proposal |
| Data collection | |||
| Surveys & structured questionsText, number, date, choice and matrix responses. | Included | Included | Included |
| Complex surveys & skip logicChange subsequent questions based on earlier answers. | Included | Included | Included |
| Comments, files & document analysisKeep documents and written feedback with structured responses. | Included | Included | Included |
| Groups, repeating entries & date defaultsCollect related or repeated information without fixed extra slots. | Confirm plan inclusion in proposal | ||
| Survey sendingStart a new collection or follow up from Sense. | Confirm plan inclusion in proposal | ||
| Multilingual & offline collectionSupport different collection settings and languages. | Included | Included | Included |
| Connected records & self-management | |||
| Contact records & lifecycle historyMaintain participant or organization context across stages. | Included | Included | Included |
| Relational selectionChoose a readable contact reference during collection. | Confirm plan inclusion in proposal | ||
| Self-managed forms & analysis contextAuthorized owners update questions, definitions and analysis instructions. | Confirm plan inclusion in proposal | ||
| AI intelligence & analysis | |||
| Sopact AI AssistanceAnalyze selected records and surveys; create charts and reports through conversation. | Unlimited | Unlimited | Unlimited |
| Intelligent Cell: analyze an answer or fileRun configured interpretation on a response, note or document. | Included | Included | Included |
| Intelligent Row: review a submissionRead linked answers together and check completeness before staff review. | Included | Included | Included |
| Saved criteria, definitions & report instructionsReuse rubrics, definitions, reporting periods and review steps. | Included | Included | Included |
| Multi-document analysisCompare supplied reports, proposals or transcripts across sources. | Confirm plan inclusion in proposal | ||
| Conversational dashboards & reports | |||
| Brand, framework & funder-aligned reportingTailor report structure and language for the intended audience. | Included | Included | Included |
| Conversational dashboards & visual reportsBuild and refine charts and views across selected data. | Included | Included | Included |
| Participant, staff & portfolio report templatesDifferent report structures and evidence detail for each audience. | Confirm plan inclusion in proposal | ||
| 360° analysisReview feedback from multiple perspectives. | Included | Included | Included |
| Integrations | |||
| Google Sheets & XLS exportSpreadsheet connection and export options. | Included | Included | Included |
| External AI connections (MCP)Use supported connections with tools such as Claude and ChatGPT. | — | Included | Included |
| Reporting-tool connectionsSupported Power BI and Tableau integrations. | — | Included | Included |
| Custom integrationsAgree on data direction, update cadence and system requirements. | — | — | Scoped |
| Governance, ownership & security | |||
| Roles, permissions & accessSpecify who can use records, surveys and analysis. | Included | Included | Included |
| FoldersOrganize collection and staff access. | Included | Included | Included |
| Backups & AI/database securityReview technical controls and requirements in the deployment. | Included | Included | Included |
| Data ownershipYour organization owns its data. | Your organization | Your organization | Your organization |
| White-label & custom deploymentOrganization-specific branding and deployment. | — | — | Included |
| Capacity, support & services | |||
| Staff usersIndividual team logins. | 2 | 3 | Unlimited |
| Survey responses / year¹Published annual allowances in this prototype; confirm current agreement. | 1,500 | 6,000 | Unlimited |
| AI Instant Analyses / year¹Prototype allowance from earlier published plan; confirm in your proposal. | 500 | 2,000 | Unlimited |
| Email & Basecamp supportStandard support channels. | Included | Included | Included |
| Personalized advisory & custom workflowsOrganization-specific implementation and guidance scope. | — | — | Tailored advisory and premium technical support, scoped |
| Ongoing hands-on implementationContinuing implementation and operations are separately agreed. | Separate scope | Separate scope | Separate scope |
| Priority turnaround & custom termsAgree coverage, response targets and obligations in contract. | — | — | Contract terms |
¹ Published response and AI analysis allowances guide plan sizing; Sopact does not routinely enforce them as hard per-credit charges. Confirm the agreed scope and any usage conditions in your proposal. Rows marked “Confirm inclusion” require plan confirmation. Features may still require configuration, data preparation, or separately scoped setup.
THE SOPACT RELIABILITY LAYER
Decide faster, without guessing at the numbers or the story.
Self-management shouldn't mean unreviewed AI outputs. Sopact connects numerical calculation with interpretation of qualitative information, using the definitions and sources your team selects.
01 / QUANTITATIVE
Calculate the results
Aggregate counts, totals, rates and comparisons across selected records, using defined measures and reporting periods.
For example: participation by program, completed milestones and changes between periods.
02 / QUALITATIVE
Understand what changed—and why
Interpret responses, documents and supplied transcripts using your program's definitions, questions and review criteria.
For example: reported barriers, recurring concerns, differences in experience and priorities for follow-up.
One review, with measures and context side by side.
Bring selected sources together, ask follow-up questions and check coverage, missing information and staff interpretation before taking action or sharing a report.
The reliability layer supports analysis, but data quality, source availability and human review still matter. Saved context applies within its Assistant chat; request a fresh analysis when underlying evidence changes.
QUESTIONS BEFORE YOU CHOOSE
A good fit starts with clarity.
The useful comparison is how quickly your staff can make changes safely, what remains to implement and whether the cost fits.
Why use Sopact if we already have ChatGPT or Claude?
ChatGPT and Claude can analyze uploaded information and create reports. Sopact is designed for the work before and after the prompt: collecting data throughout a program, connecting each response to the right record, analyzing new information on arrival, and letting your team adjust collection and review rules. Growth and Enterprise support external AI tool connections.
Can our program team manage changes without waiting for IT?
Authorized program or data owners can maintain routine forms, collection stages and configured AI analysis. Your organization still needs someone accountable for definitions, record quality, permissions and approval. Initial data design, integrations and complicated migrations can need technical support. Ask for a live change demonstration during the pilot.
Do we replace our current survey tools, CRM or data warehouse?
Not necessarily. Start with one defined evidence workflow. Existing systems can remain where they are useful, while Sopact handles recurring collection and connected context for the task. Confirm specific imports, integrations and record relationships during scoping.
Is pricing based on AI credits or how many reports we generate?
No. Sopact uses value-based pricing. Your investment reflects the scope of your workflow, the value of managing data continuously, and the advisory and technical support you need—not a fee per AI credit or report. A focused or single project can start at a lower price with Power or Growth. Most Sopact customers currently choose Enterprise as their data collection grows and continues across programs, because they need tailored advisory and premium technical support alongside the platform. All plans include unlimited Sopact AI Assistance. Published response and AI Instant Analysis allowances guide sizing; we do not routinely enforce them as hard usage limits. Your proposal confirms the scope and terms.
Does the subscription include onboarding and implementation?
Power and Growth are intended primarily for teams comfortable managing their own workflows; implementation and ongoing hands-on work are scoped separately. If you need setup help, a focused engagement starts at $2,000 (10 hours at $200/hour). Enterprise is the tailored option for organizations needing continuous collection, additional advisory, premium technical support or a broader rollout. Your proposal defines the services and commitments included.
How do we know whether a workflow will work with our data?
Test a representative sample. Check participant or organization identifiers, source retrieval, field permissions, the reliability of AI interpretation, missing evidence and human review. A focused paid pilot can establish success criteria before a broader rollout. Discuss a pilot ↗
START WITH ONE WORKFLOW
Show us the data you collect—and the decision it should improve.
We'll map the collection journey, show what your team can manage directly, and scope a focused starting workflow with clear success criteria.