Documentation/How it works
How it works

How it works

The end-to-end workflow from signup to reply management.

Main workflow

Sonar keeps the user journey short so someone can move from account creation to sending without fighting CRM complexity.

  • Create an account and verify the OTP email sent through Resend.
  • Choose a plan or continue to the dashboard on the free plan.
  • Upload contacts manually or through CSV, Excel, or JSON import.
  • Connect SMTP and IMAP mailboxes, then test both connections.
  • Create a campaign, filter/select contacts, pick campaign mailboxes, and write the subject/body.
  • Launch outreach, fetch replies manually, update lead statuses, and review analytics.

Manual-control philosophy

Reply fetching

Users manually trigger reply fetching. The app connects through IMAP, scans from the campaign send date, and matches replies against campaign leads.

Safe sending

Safe mode is frontend-driven. The browser pings the backend for one lead, waits for the response, sleeps, then pings again.

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