Your complete account, from first sales call to today.
Every call, email, and Slack message from the sales process lives in the same place as everything happening on the CS side. One continuous timeline, from the moment they entered the pipeline to right now.
Expansion That Starts With Listening
Expansion That Starts With Listening
The customer who said "we're adding 30 people to the team this fall" just gave you an upsell signal. They just didn't label it as one.
Ergo tracks the signals your accounts are already dropping — growth plans, new hires, changing scope — and flags them based on triggers you configure. When an account is ready, the outreach is already drafted. One click to send.
Ergo tracks the signals your accounts are already dropping — growth plans, new hires, changing scope — and flags them based on triggers you configure. When an account is ready, the outreach is already drafted. One click to send.
“ERGO has become a shared source of truth for our team. We can quickly understand what was discussed, what was promised, what systems are involved, and what next steps are required”
Joshua Alexander, Solutions Director, Retell AI
Renewals That Aren't a Scramble
Renewals That Aren't a Scramble
Most renewal risks appear weeks before the date — a passing comment about cost, a competitor mention, a frustration that never made it into a note.
Ergo captures all of it across every call, email, and Slack thread, and flags at-risk accounts before they've made up their mind.
When the renewal window opens, the outreach is already written. Not a template — a message built from this account's actual history. The accounts that need attention surface at the top. The healthy ones take one click.
When the renewal window opens, the outreach is already written. Not a template — a message built from this account's actual history. The accounts that need attention surface at the top. The healthy ones take one click.
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Walk In With the Full Picture. Every Time
Before any call, Ergo pulls everything you need into a single brief.
When a deal closes, there's nothing to chase down.
The customer's goals, priorities, and context from every sales conversation are already waiting for you. No pinging the AE. No watching recordings.
Just the full picture, ready before you open the meeting. First onboarding call or fifth renewal — you're always prepared.
The customer's goals, priorities, and context from every sales conversation are already waiting for you. No pinging the AE. No watching recordings.
Just the full picture, ready before you open the meeting. First onboarding call or fifth renewal — you're always prepared.
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Ask Ergo Anything
Ergo has read every conversation across the full account history — sales and CS — and can put it to work.
Renewal readiness
“Which renewals are most at risk this quarter?”
Customer sentiment
“Summarize sentiment changes from recent conversations.”
Adoption review
“Which teams are underutilizing key features?”
Expansion signals
“Where are the strongest upsell opportunities?”
Retention risks
“Which accounts show early churn indicators?”
Zero Admin After Every Check-In
Every call, email, and Slack thread captured automatically.
Account health updated. Pipeline fields filled. You close the call and move on.
Reporting built for every team
Every team has questions. Ergo answers them.
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.
Give your sales team their Sundays back
Join teams who have automated their revenue stack with Ergo.
