You have the meeting on your calendar.You don't have the context.
There's no shortage of context. It's just scattered.
Ergo pulls it all together — your CRM, emails, calls, and Slack — and delivers a complete briefing before every meeting. Who you're meeting, what they care about, where the deal stands, and what to watch out for. Ready before you think to ask.
Ergo pulls it all together — your CRM, emails, calls, and Slack — and delivers a complete briefing before every meeting. Who you're meeting, what they care about, where the deal stands, and what to watch out for. Ready before you think to ask.
Every touchpoint.
One brief.
Nothing left to find.
Ergo assembles a full briefing before every meeting — who you're meeting, what they care about, where the deal stands, and what to watch out for. Pulled from calls, emails, Slack, your CRM, and live web research.
Not a data dump. An actual briefing, with an opinion. It's in the platform, in your Slack before the meeting starts, and you can always go deeper.
Not a data dump. An actual briefing, with an opinion. It's in the platform, in your Slack before the meeting starts, and you can always go deeper.
“Our CS team used to chase AEs for context after every deal closed. Implementation started from scratch every time piecing together what was promised, what was discussed, what the customer actually cared about. Ergo automated all of that. Now nobody has to ask twice, and we're onboarding customers 30% faster.”
Anthony Hwang, Head of RevOps, Rho
Calendar-triggered. Zero prep required.
Every handoff comes with the full picture.
What was objected to, what got them excited, what was promised. Ergo captures it across calls, emails, and Slack — so when an AE picks up from an SDR, or CS takes over from sales, they start with everything.
Not whatever made it into the notes.
Not whatever made it into the notes.
The full picture, transferred.
Not just prep. A handoff.
When an AE picks up from an SDR, they should know every objection raised, every interest signal, every commitment made. When CS onboards a new client, they should know why they signed, what they care about, and what was promised.
Most of that context lives in someone's head. Ergo puts it in the brief.
The next person picks up exactly where the last one left off.
Most of that context lives in someone's head. Ergo puts it in the brief.
The next person picks up exactly where the last one left off.
The brief is the starting point, not the ceiling.
Ask anything before you walk in.
Sometimes you need to go deeper. What did they say about budget on the last call? Have they mentioned a competitor? What was promised on pricing?
Ask Ergo directly — in the platform or in Slack — and it pulls the answer from every prior call, email, and message. A specific answer from a real source, not a summary of a summary.
Walk in knowing exactly what you need to know.
Ask Ergo directly — in the platform or in Slack — and it pulls the answer from every prior call, email, and message. A specific answer from a real source, not a summary of a summary.
Walk in knowing exactly what you need to know.
Not just who you're meeting. Everything that matters today.
Your day, before it starts.
Beyond the per-call brief, Ergo sends a daily briefing each morning. Every meeting on your calendar, prepped. Key tasks that need attention. Deals that have gone quiet or need a follow-up. The full picture of your day, before it starts.
One email. Everything you need to walk in ready
One email. Everything you need to walk in ready
What changes when every rep walks in prepared.
Account Executives
No more tab-switching before a call. Walk in knowing every prior conversation, every commitmentmade, and every risk worth watching — pulled together automatically.
SDRs
Know exactly what research matters before outreach or a first call. No generic openers, no repeatedquestions, no wasted discovery.
Customer Success
Walk into every onboarding knowing why the client signed, what they care about most, and what thesales team promised them. From the first handoff call.
Managers
Stay in command of every deal your team is working — whether you're sitting in on a call, coaching arep, or just need to get up to speed fast. Ergo gives you the same complete briefing your reps get, socontext is never a bottleneck between you and the conversation.
Give your sales team their Sundays back
Join teams who have automated their revenue stack with Ergo.
