Your CRM should already know
Every call has data in it. Almost none of it makes it into your CRM.
Ergo connects to every conversation across your team — calls, emails, Slack — and automatically updates the records, fields, and activities your CRM needs to stay current. Stage signals, qualification criteria, competitor mentions, next steps. All of it, fully configurable to how you sell.
Ergo connects to every conversation across your team — calls, emails, Slack — and automatically updates the records, fields, and activities your CRM needs to stay current. Stage signals, qualification criteria, competitor mentions, next steps. All of it, fully configurable to how you sell.
The fields every deal needs. Filled in the same way, every time.
Ergo updates your core deal fields automatically — stage, close date, next steps, MEDDPIC, BANT, whatever framework you use.
The difference is the definition. "Close date" means the prospect verbally confirmed a target quarter. "Demo" means discovery was completed and a pain was identified. You set the standard, Ergo applies it to every conversation, every rep.
No interpretation gaps.
The difference is the definition. "Close date" means the prospect verbally confirmed a target quarter. "Demo" means discovery was completed and a pain was identified. You set the standard, Ergo applies it to every conversation, every rep.
No interpretation gaps.
How definitions work
For each field, you write a standard in plain language. Ergo applies it to every conversation, consistently, across your entire team. The data becomes comparable. The pipeline becomes something you can trust.
The fields every deal needs. Filled in the same way, every time.
Ergo updates your core deal fields automatically — stage, close date, next steps, MEDDPIC, BANT, whatever framework you use.
The difference is the definition. "Close date" means the prospect verbally confirmed a target quarter. "Demo" means discovery was completed and a pain was identified. You write each standard in plain language, Ergo applies it to every conversation across your entire team.
One standard. Every rep. Pipeline you can actually trust.
The difference is the definition. "Close date" means the prospect verbally confirmed a target quarter. "Demo" means discovery was completed and a pain was identified. You write each standard in plain language, Ergo applies it to every conversation across your entire team.
One standard. Every rep. Pipeline you can actually trust.
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And the fields no template was designed for.
Standard fields cover the baseline. But every business has context that doesn't fit a dropdown.
Implementation requirements. Security review status. The integration they mentioned. The go-live date they named on the call.
You define the field, describe what to extract, and Ergo pulls it from every call, email, and Slack message going forward. Text, numbers, dates, single-select, multi-select — whatever the field type, Ergo writes to it.
You're not limited to what a template thought you'd need.
Implementation requirements. Security review status. The integration they mentioned. The go-live date they named on the call.
You define the field, describe what to extract, and Ergo pulls it from every call, email, and Slack message going forward. Text, numbers, dates, single-select, multi-select — whatever the field type, Ergo writes to it.
You're not limited to what a template thought you'd need.
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Deals. Contacts. Companies. Created and connected automatically.
Ergo doesn't just update records that already exist. It creates what's missing.
Deals, contacts, companies, activities — identified from conversations, matched to existing records, and created when they're not there. Every new attendee becomes a contact. Every call gets logged. Everything links to the right place.
Duplicates don't happen. Ergo checks before it creates.
Duplicates don't happen. Ergo checks before it creates.
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Full control over what Ergocan do, when, and under what conditions.
Not every field should move automatically. Not every stage should be reachable without meeting abar. Ergo's guardrail system gives you precise control over every action it can take — configure it once,and it holds the standard across every rep, on every conversation, forever.
Stage guardrails
Define which stages can advance automatically. Lock sensitive stages. Require specific fields before adeal can move.
Qualification requirements
Set the criteria a deal must meet before entering a stage. Demo requires an identified pain. ContractSent requires a confirmed decision maker. Ergo enforces these as rules — not reminders.
Field-level write controls
Choose which fields Ergo can write, overwrite, or leave untouched once set. Protect fields that needhuman judgment
Record creation rules
Control when Ergo creates records and under what conditions. Only create deals from calls. Onlycreate contacts who attended. Require a company before a deal is created.
2 minutes after the call. Not tomorrow morning.
Most integrations batch-process at the end of the day. By then, the manager has already run the forecast, the rep has forgotten the nuance, and the window to act has passed.
No lag. No stale pipeline sitting until the next sync window
No lag. No stale pipeline sitting until the next sync window
Ergo updates in real time. The call ends. Within two to five minutes, the fields are written, the stage has moved, and a Slack change log lands showing every field that changed and what it changed to.
"Ergo has been one of the best things about my day to day when it comes to HubSpot. CRM notes, tried and true — saves me 3 hours a day."
Amir Tarighat, Co-founder & CEO, Agency Cybersecurity
Read the full case study
What teams stop guessing about.
Before Ergo
Close-lost analysis
Product roadmap input
Churn risk
Competitive Intelligence
Objection strategy
Before Ergo
Rep picks the closest option from a dropdown
What one PM heard on a call last week
Product analytics, gut feel, and late signals
Reps manually mark competitors that are involved
What the best rep thinks works
With Ergo
Actual themes derived from what prospects said
Aggregated feature requests across every customer conversation
Voice-of-customer signals surfaced before it's too late
Concrete data on how often each competitor comes up, when they come up, and what your prospects prefer about your competitors over your solution
What the data shows actually works, across the whole team
Give your sales team their Sundays back
Join teams who have automated their revenue stack with Ergo.
