Your pipeline data tells you what happened.Ergo tells you why.
Reps log what they remember. Managers report on what they're told. Decisions get made on pick-list fields, gut feel, and whoever spoke loudest in the last meeting.
Ergo Reporting listens to every call, email, and message your team has, then surfaces the patterns your CRM was never built to capture.
Ergo Reporting listens to every call, email, and message your team has, then surfaces the patterns your CRM was never built to capture.
From trend to timestamp in one click.
Most reporting tools show you a number. Ergo shows you what's behind it.
Every insight in Ergo is traceable. Click into any category and see the exact conversations, quotes, and moments that formed it. Not a summary. Not an AI paragraph to skim. The actual call, the actual sentence, the actual context.
When you say "pricing is our top objection," you'll finally be able to prove it.
Every insight in Ergo is traceable. Click into any category and see the exact conversations, quotes, and moments that formed it. Not a summary. Not an AI paragraph to skim. The actual call, the actual sentence, the actual context.
When you say "pricing is our top objection," you'll finally be able to prove it.
“Ergo flagged a new pipeline trend early, so we trained the team and stayed ahead of it. It didn’t just show basic insights: it became our leading indicator.”
Will Schaffer, Head of Sales @ Rho
Read the full case study
Insights that come from your conversations, not your CRM fields
Categories your reps didn't have to fill in.
Every other reporting tool starts with a pick list. You define the options, your reps pick one, and you aggregate the selections into a chart. The problem: the data is only as honest as the person who entered it.
Ergo doesn't ask anyone to fill anything in. It listens to your conversations, identifies what's actually being said, and derives the categories from the bottom up. Your close-lost reasons, your objection themes, your churn signals. They emerge from what your customers said, not from what your reps chose.
The result is reporting you can actually trust.
Ergo doesn't ask anyone to fill anything in. It listens to your conversations, identifies what's actually being said, and derives the categories from the bottom up. Your close-lost reasons, your objection themes, your churn signals. They emerge from what your customers said, not from what your reps chose.
The result is reporting you can actually trust.
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Report on anything
Define what matters to you. Ergo handles the rest.
Built-in categories cover the essentials: objections, competitors, feature requests, churn signals, expansion opportunities. But your business has questions that no template was designed to answer.
Create a custom reporting category in Ergo, and from that point forward, every conversation gets analyzed for it. Across calls, emails, and messages. Automatically, at scale.
Want to know how prospects react to a new pricing structure? Track it. Want to know how often customers mention a specific integration? Track it. The reporting engine doesn't limit what you can ask.
Create a custom reporting category in Ergo, and from that point forward, every conversation gets analyzed for it. Across calls, emails, and messages. Automatically, at scale.
Want to know how prospects react to a new pricing structure? Track it. Want to know how often customers mention a specific integration? Track it. The reporting engine doesn't limit what you can ask.
Slice it any way you need
Org-level trends. Team-level breakdowns. Individual-level detail.
See patterns across your entire organization or filter down to a specific team, rep, deal stage, or outcome. Because Ergo is fully connected to your CRM, you can slice by any CRM property alongside your conversation data.
Compare what objections come up in closed-won deals versus closed-lost. See whether a trend is concentrated in a specific industry, deal size, or pipeline stage. Understand if a churn signal is showing up more in one customer segment than another.
Every report in Ergo is a starting point, not an endpoint. Drill in as far as you need to go.
Compare what objections come up in closed-won deals versus closed-lost. See whether a trend is concentrated in a specific industry, deal size, or pipeline stage. Understand if a churn signal is showing up more in one customer segment than another.
Every report in Ergo is a starting point, not an endpoint. Drill in as far as you need to go.
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.
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.
