Retell AI Was Leaking Millions in Revenue. Ergo Stopped It.

Spread across spreadsheets, Slack, and WhatsApp, Retell could only track ~60 deals at once.

‍

With Ergo they track 300–400 across every team and partner, and recovered seven figures that used to leak straight out.

Retell AI builds voice agents that replace “dial 1 for this department, 2 for that” with human-level conversation.

The company has scaled to $60M in revenue as of May 2026, one of the fastest growth curves in voice AI.

Its lean sales team fields ~200 inbound leads a week across enterprise and SMB, plus a network of embedded partners.

Before Ergo, they ran on spreadsheets, Slack, WhatsApp, Fathom, and a lightly used HubSpot, and could only track about 60 deals at once.

To build a sales-led motion on top of its product-led growth, Retell needed three things:

One centralized ledger the whole team works off, not deals scattered across spreadsheets, Slack, and WhatsApp.
Pipeline tracked at scale, including the mid- and low-tier deals that kept slipping.
Automation that protects speed-to-revenue, so a lean team can act before the iron goes cold.

Smiling man wearing black-framed glasses with short dark hair against a bright background.

“Ergo is the best thing we’ve put in our revenue stack. We were leaking millions in revenue, and Ergo recovered it.”

Vidhan

VP of Revenue, Retell AI

The Challenge

A lean team couldn’t keep pace with ~200 inbound a week.
Updates were manual and static, spread across spreadsheets, Slack, and WhatsApp. In voice AI, that drift is fatal: “It’s all speed to lead and speed to revenue. The moment admin slows you down, you’ve lost the customer.”
The pipeline hit a ceiling at ~60 deals, and the mid-market quietly leaked.
The biggest deals got all the attention; mid- and low-tier opportunities drifted. Around 25–30% of pipeline was stalling and roughly 10–15% of smaller deals fell through the cracks, turning six-month cycles into nine-month ones.
When deals went wrong, or got handed off, the knowledge wasn’t there.
There was no fast post-mortem, so the same mistakes repeated. And sales-to-engineering handoffs lived in people’s heads as tribal knowledge, hard to repeat as the team scaled.

Man with short brown hair and glasses wearing a gray plaid blazer and white shirt smiling.

“Early on we tracked everything ad hoc: spreadsheets, messaging apps, all manual
and static. Scaling past 60 deals was near impossible.”

Grant Jones

VP of Sales, Retell AI

First "aha!"

For Vidhan, it clicked on the deals that didn’t go right.

Minutes after the meeting, Ergo delivered a systematic breakdown of exactly where the deal fell apart.

For Grant, it was scale.

The team went from ~60 trackable deals to 300–400 across every team and embedded partner, and migrated the entire org onto Ergo within 24 hours.

Ergo stopped being a tool they’d added and became the foundation the team runs on.

“It’s easy when deals go right. What matters is when they go wrong. Minutes after a
call, Ergo shows exactly where the deal slipped, so we close the gap and loop in the
right people fast.”

Vidhan

VP of Revenue, Retell AI

Results & ROI

Ergo centralized the data onto one ledger, automated the admin, drafted the follow-ups, scored the pipeline, and turned every deal into a lesson, while recovering revenue that used to leak straight out.

Metric	Before	After (Ergo)	Change
Revenue leaking from gaps and stalled deals	Low 7-figures	Recovered	~7-figure swing
Opportunities tracked	~60 ceiling	300–400 (teams + partners)	~6×
Pipeline tracked	~$2M	$6–7M	~3× visibility
Rep admin / week	8–15 hrs	~1–1.5 hrs	~90% less
Follow-up after a call	4–5 days	<2 min draft in inbox (70% sent)	Same-call
Forecasting accuracy	Baseline	+20–30%	+20–30%
Forecast cadence	2 live calls / wk	1 live + 1 async	Cut in half
Pilot-to-close success	~93%	Nearly 100%	+~10%
New AE and SDR ramp	Baseline	~30% faster	+30%

“Before Ergo, we were leaking at least low seven figures, and that’s just the initial land. With expansion on top, it multiplies. For a company our size, that’s monumental. Ergo closed that gap.”

Vidhan

VP of Revenue, Retell AI

Ergo Insights & Reporting

At a glance: Ergo sits as one layer over HubSpot, turns raw conversations into structured, usable data, and acts on it, across the full journey from first contact to close to expansion.

Capability	What it does for Retell AI
Opportunity scoring and auto-qualification	Scores every lead so the lean team focuses on real deals and routes the rest to partners and resellers. Hyper-qualification built into every opportunity, no manual MEDDIC.
Autonomous CRM + AI follow-ups	Auto-fills HubSpot from calls and emails, and drafts the follow-up into the rep's inbox within ~2 minutes. About 70% get sent.
Forecasting and deal progression	Prioritizes deals by progression, surfaces stalling deals and blockers, and powers both live and async forecasts, so calls are about unblocking, not status.
Systematic deal post-mortems	Minutes after a meeting, breaks down what happened and where the deal fell apart, won or lost, and flags who needs to act.
AI assistant over one ledger	Anyone can ask Ergo AI for a deal's background or last call. Pre-call briefs and handoff summaries replace tracking people down.
Leadership reporting and strategy	Closed-lost reasons, competitor intel, and feature requests roll up, and surfaced the insight that pivoted Retell from 12-month deals to a pilot / land-and-expand motion.

Qualitative Wins

Every team and embedded partner now works from one centralized source of truth.

Leadership has visibility across the entire pipeline, not just the handful of largest opportunities.

Retell can handle significantly more inbound demand without adding equivalent administrative overhead.

“Ergo is the answer to a prayer: how not to get buried under bloated, legacy CRMs. I can’t imagine going back. In two words, dangerously efficient.”

Vidhan

VP of Revenue, Retell AI

Give your sales team their Sundays back

Join teams who have automated their revenue stack with Ergo.

Book a Demo