Your pipeline data is finally telling the truth.
One deal. Close date three weeks overdue. No next steps. Stage unchanged since the last call. No activity logged. This is every rep, every week.
Ergo fixes it at the record level - automatically - from calls, emails, and Slack. Your CRM no longer needs auditing. It audits itself.
Ergo fixes it at the record level - automatically - from calls, emails, and Slack. Your CRM no longer needs auditing. It audits itself.
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A CRM That Updates Without Anyone Touching
Every call, email, and Slack message is processed the moment it happens.
Stages move. Next steps populate. Fields fill. Contact records enrich.
Whatever your CRM depends on to function — qualification methodology fields, competitor mentions, buying timelines, use case tags, implementation requirements, product tier, decision-maker contacts — if it comes up in a conversation, Ergo captures it and writes it.
By the time the rep closes their laptop, the CRM already knows what happened.
Whatever your CRM depends on to function — qualification methodology fields, competitor mentions, buying timelines, use case tags, implementation requirements, product tier, decision-maker contacts — if it comes up in a conversation, Ergo captures it and writes it.
By the time the rep closes their laptop, the CRM already knows what happened.
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Your CRM is the source of truth again, without making it a rep's responsibility.
Finally, Reports That Write Themselves
When close dates, amounts, and stages stay current from real conversations — not rep sentiment — your forecast stops being guesswork.
No more probability fields filled by gut feel. No more pulling a seller off a call to find out where a deal stands. No more presenting a number to leadership and silently hoping nothing slipped.
The data is right. The forecast reflects it. Leadership asks a question, you have an answer.
No more probability fields filled by gut feel. No more pulling a seller off a call to find out where a deal stands. No more presenting a number to leadership and silently hoping nothing slipped.
The data is right. The forecast reflects it. Leadership asks a question, you have an answer.
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Don't over-explain the extraction mechanics. The feeling is: your nurture flows were already built. Ergo gives them the data to work. *Campaigns go from carpet-bomb to sniper fire, automatically.
Finally, Reports That Write Themselves
RevOps doesn't need an analyst. They need to stop being one. Every ad-hoc request that lands in your Slack — "can you pull win/loss by AE for last quarter," "which deals are at risk heading into month end," "where's our pipeline coverage weakest" — takes hours to answer properly. Ergo does that in one prompt.
Leadership question
Answer a leadership question in the meeting, not two days after it
Ask anytime
Ask it before Monday's forecast call instead of building the deck Saturday
Automated queries
Stop being the person who manually queries Gong, exports to sheets, and writes the summary
QBRs, summaries, handoffs
Built on command. Full book of business, without starting from scratch.
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Deep research, on demand.
Ask a harder question — "why are we losing late-stage deals this quarter" — and Ergo runs across every call, email, and deal record to compile the evidence, surface the pattern, and give you something you can actually present.
Not a chart. An answer. The through-line: less time building reports, more time actually fixing what they reveal.
Not a chart. An answer. The through-line: less time building reports, more time actually fixing what they reveal.
Process That Runs Itself — And Fits Into What You Already Have
Everything above is only possible because Ergo is enforcing process without requiring anyone to change how they work. Ergo plugs into Salesforce and HubSpot natively — not as a replacement, as a write layer on top. The fields it updates are your fields, mapped to your definitions. Gong, Zoom, and your email and calendar stack feed in as sources. Outreach and Salesloft receive the outputs.
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When a deal closes, the CS team shouldn't have to ask the same questions sales already asked.
Ergo automatically generates a structured handoff summary — prospect pain, what was promised, objections raised, implementation requirements discussed — written directly into the CRM and surfaced to whoever picks it up next. No verbal relay. No Slack thread. No context lost.
Reps don't have a new tool to learn. RevOps doesn't have a new process to police. The automations you built still work. They just work now.
Ergo automatically generates a structured handoff summary — prospect pain, what was promised, objections raised, implementation requirements discussed — written directly into the CRM and surfaced to whoever picks it up next. No verbal relay. No Slack thread. No context lost.
Reps don't have a new tool to learn. RevOps doesn't have a new process to police. The automations you built still work. They just work now.
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.
