AI Revenue Infrastructure
Ergo turns your team's conversations into automatic follow-ups, CRM updates, coaching, forecasting, reporting, and more. Reps spend less time on admin work, deals stop slipping through the cracks, and leaders get a pipeline they can actually trust.
Trusted by Fast Growing Teams
"We use this at Greptile, it's really good! It auto-updates our CRM from meetings, recordings and emails."
"Ergo is the best thing we’ve put in our revenue stack. We were leaking millions in revenue, and Ergo recovered it."
"Ergo gave us true revenue intelligence + execution. Our CRM stays accurate automatically, deal risk is clear, and we know why deals are lost, and how to fix it. One of the best revenue tools I've used.”
“Ergo removed our sales admin work and keeps everything on track. Their support is top-notch. Huge improvement for us.
Case Studies
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Siloed Fragmented Data
Revenue work happens across calls, email, Slack, Zoom, Salesforce, HubSpot, docs, and the tools your team already uses. The CRM only sees what someone remembers to type.
That leaves leaders managing stale data, reps carrying context in their heads, and agents guessing from incomplete records.
That leaves leaders managing stale data, reps carrying context in their heads, and agents guessing from incomplete records.
Every revenue conversation, unified into one layer for agents and teams.
Ergo is the data layer for revenue work: it captures every customer interaction and turns it into structured account, contact, opportunity, next-step, and risk data.
Teams know the truth of every deal; agents know exactly what to do next.
Teams know the truth of every deal; agents know exactly what to do next.

Built for every team
Every team runs on customer context. Ergo keeps it current.
Ergo Reporting isn't just for sales. The same conversation layer powers insights across your entire organization. Explore how each team uses it:
Revenue Leaders
See what is happening across the pipeline.
Account Executive
Move deals forward without the admin drag.
Customer Success
Catch churn signals before they become churn.
Coaching & Enablement
Turn conversation data into rep development.
Marketing
Find out which messages are actually resonating.
Product Team
Let customer conversations drive your roadmap.
Reporting and Intelligence
Ergo Reporting turns every interaction into actionable revenue intelligence—giving leadership instant visibility into trends, risks, and opportunities across the funnel.
Coaching Scorecard
Score every call by stage.
Coaching Intelligence
Grade discovery, objection handling, next steps, and more. Managers see exactly where each rep needs coaching.
Objection Trends
Track what buyers keep saying.
Objection Intelligence
Track recurring objections, competitor mentions, and product gaps across every customer conversation.
Deal Health
Catch risk before it slips.
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Deal Intelligence
Spot stalled next steps, missing decision makers, weak urgency, and quiet accounts before they slip from the forecast.
new deals
in progress
complete
CRM Automation Pipeline Management
Every deal updates itself
Ergo turns calls, emails, and meetings into CRM updates automatically. Next steps, pain, decision criteria, and close dates land where your team already works.
Stages move from real signals
Stage changes follow what actually happens in the deal. Confirmed next steps, urgency, and silence become the signals that move the pipeline.
Records stay clean and connected
Contacts, companies, deals, calls, emails, and Slack threads stay tied to the right account, so every record is complete without rep cleanup.
Which deals need attention this week?
Scanning your pipeline…
Acme Corp — no reply in 9 days
Northstar — call scheduled tomorrow
Delta Systems — proposal opened 3 times
Suggestion
Follow up with Acme Corp today.
Rep productivity hub: automated follow ups, pipeline management
Ergo scans every deal, spots what needs attention, and drafts the next move. Reps start the day with follow-ups ready, pipeline risks surfaced, and the context behind each suggestion already attached.
Why are we losing enterprise deals?
Thought for a moment...
600 sales calls
900 emails
200 Slack messages
CRM notes
Top 3 reasons for lost deals
Ask your Pipeline Anything + Get Tasks Done
Diagnose slipping deals
Ask why a deal is at risk and Ergo finds the stalled next step, missing buyer, quiet champion, or unresolved objection behind the slip.
Search every deal signal
Search CRM fields, calls, emails, Slack, notes, and handoffs in one question. Ergo returns the answer with the source behind it.
Run closed-lost revival
Turn the answer into action: a follow-up, CRM update, account brief, or manager-ready pipeline note with the context already attached.
Give your sales team their Sundays back
Join teams who have automated their revenue stack with Ergo.





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