AI Analysis
Product Intelligence

Know what every customer runs before you call them.

Product Intelligence reads an account’s notes and its contacts’ notes and sorts every product mentioned into three lists: yours, competitors’, and everything else they run.

Product intelligence for an account: our products, competing products and other products
Sample screen — demo data One click of AI Analysis fills the three lists from the account’s notes.

What it does

It matches against your own product catalog, so "the analytics module" becomes your Analytics Add-on rather than a stray phrase.

Products you add by hand are never replaced by a later analysis, and products on a closed-won quote are added automatically.

How it works

  1. Open an accountFind the Product intelligence card.
  2. Press AI AnalysisThe notes are read and the three lists filled in.
  3. AdjustAdd or remove anything by hand; your edits stay.

Why sales people love it

  • Cross-sell targets are obvious: what they own next to what they don’t.
  • A competitor in the account is spotted before it becomes a surprise in the deal.
  • Account plans and briefings start from facts, not memory.
← PreviousNotes AI Next →Competitive Briefs

See it on your own deals

Create a free account, or open the demo and try it on a sample book of business — no login.

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Ergentor Core always free · No credit card