Everything a seller needs, in one place

🤖JOAN, your AI assistant

Ask about any account, deal or task in plain English. JOAN pulls the records it needs, lists the sources under every answer, and can hand the answer back as a CSV, Excel, Word, PDF or PowerPoint download in your branding.

• Creates tasks, contacts and opportunities from one sentence — you confirm first
• Answers “how do I…” questions about Ergentor itself, with a tip of the day
• Optional live web search

🔎Search by meaning

Semantic search finds the note that says “pricing worries” when you ask about “budget concerns” — alongside global search and an advanced condition builder.

🏭Industry sales intelligence

Pick the market you sell in — manufacturing, staffing, insurance, distribution, SaaS and more — and the AI changes what it asks first and which signals it chases. Needs Attention adds a named rule for several industries.

🔴Voice and the Big Red Button

A tap-to-speak voice assistant, and on a phone a single full-screen button: tap, talk, and it answers out loud, adds notes and creates tasks. Changes are read back and need your “yes”.

✨Settings Assistant New

Say what you want to set up and get the steps, advice and a button that opens the exact setting. A Setup Wizard beside it walks you through Basic, Standard or Complete setup.

⚔️Competitive briefs

Pick a competitor and the AI researches the live web and your own collateral, then writes a battlecard with a head-to-head feature matrix.

🎙Meeting recorder and transcription

Record a meeting in the app and the transcript and an AI summary land in the account’s notes, with speaker names. It always asks you to confirm participants have consented first.

📈Opportunities, forecast and quota

Stages, forecast categories, a weighted pipeline, quota per quarter, a board view you drag deals across, and a pipeline report for PDF or Excel.

🚨Needs Attention

A dashboard card that names the deals and tasks that need you today — stalled deals, overdue POCs, contracts to renew — each with its reason, and an AI explanation when you want one.

🎯MEDDPICC, drafted by AI

A full MEDDPICC scorecard on every opportunity. The AI drafts every pillar from your notes and, for public companies, the customer’s annual report — scored on the evidence, with the gaps named.

🗺Account plans and Business Review

Strategic account plans, and an AI Business Review over any date range — pipeline, wins, risks and forecast, exported to Word, PDF or PowerPoint.

📰Account intelligence

Annual reports for about 5,300 US-listed companies, a newsroom with stock tracking, product intelligence from your own notes, and visual org charts for every account.

👥Contacts that keep their history

Notes written on a task or a deal are copied onto the people involved, and every email you send or BCC is filed on the contact’s Emails tab.

📋Three ways to sell

Direct quotes to the customer, 1-Tier through a reseller and 2-Tier through a distributor, with live margin and commission math, tiered volume pricing and goal-seek.

• Save an editable draft; Issue Quote numbers and locks a version — it does not send anything
• Revise makes a new version with the same number; Void keeps it on record
• Quote and invoice numbers are reserved across your whole company

✅Approval rules

Maximum discount, minimum margin, a total above an amount, payment terms, a typed price and restricted products — each at level 1 or level 2. In a Company Workspace, quotes that break a rule go to their approvers inside Ergentor: an inbox, a banner and a count on the Quotes menu. No email chains. On your own, you confirm by typing “I approve”.

✍️Customer acceptance online New

Share one issued version with one recipient by a link sent from your own Outlook or mail app — never from an Ergentor address. Anyone with the link can view it; only the recipient can accept or decline, after signing in with their own Microsoft or Google account or entering a six-digit code you send. The first decision is final and the evidence is kept.

🧾Purchase orders and orders

A signed quote, a digital signature or a purchase order received by email is recorded by hand — with an optional file — and labelled “Manually recorded — unverified”. Purchase orders are filed with their quote. Every accepted quote is an order; when a customer accepts, the deal moves to Closed-Won by itself.

🤖AI Quote Assistant

Describe the quote, or let it read the opportunity’s notes, and it drafts the lines. It only picks products from your catalog, every price comes from your catalog, it uses a discount only when you stated one, and your cost and margin are never sent to the AI. Explain shows how any quote is priced, with a risk check, at no AI cost.

🗂Catalog settings and bundles

Categories, units, one-time or subscription, retired products, on-sale dates, quantity limits, products that must or cannot be quoted together, and bundles. The product CSV carries all of it.

🔁Subscriptions, contracts and renewals

Billing frequency, Split by year for a different discount each year, and TCV, ACV, ARR and MRR on the quote. Turn an accepted subscription quote into a contract, create its renewal in one click, and amend it mid-term through a quote the customer accepts.

💱Price books and currencies

Prices agreed with particular customers, applied automatically when you quote them. Quote in another currency at the published daily European Central Bank rate, frozen when the quote is issued — or type your own rate.

💵Invoices

Create an invoice from an accepted quote, line by line, with your own terms and branding. Send it from your own Outlook with the PDF attached, and each invoice records when it was sent and by whom. Invoices are in US dollars.

🧪POC Planner

Milestone checklists with a Gantt timeline, scored success criteria, an Excel round-trip your customer fills in, a customer invite to score in the plan, and an AI-drafted readout deck in your branding. Also available on its own.

📑RFP Responder

Upload an RFP and the AI drafts answers from your knowledge base, flagging the questions your content cannot answer instead of inventing one. Approved answers build a reusable library.

📊Briefings and presentations

Customer-facing executive briefings, an AI presentation builder, and every export styled with your Brand Kit.

📚Knowledge Base

Your datasheets, playbooks and collateral in one place, shared with your team and read by your AI assistants.

📬Send from your own mailbox

Connect Microsoft and Google accounts — more than one of each. Mail to customers goes from your own mailbox, never from ours, and every email to a contact in Ergentor is filed on their Emails tab.

🙈BCC to Ergentor

Mail sent from Outlook, Gmail or your phone files itself: BCC your private address and it lands on every matching contact. No plugin, and we never read your mailbox.

📣Templates and campaigns

Reusable templates, audiences built from contact filters, mail-merge campaigns, and AI-drafted follow-up emails.

📅Tasks and calendar

Tasks with assignees, priorities and email reminders; a calendar with two-way Google and Microsoft sync; .ics export for any other calendar.

🏠Real Estate edition

Set your industry to Real Estate and Ergentor reshapes around the deal: listings with photos, offers and counters, a transaction checklist with deadlines and a Gantt timeline, commission from gross to net, lead-source ROI, sphere reminders, 1031 clocks and lease comparisons, for residential and commercial. Quoting is hidden.

See the Real Estate features → · Try the demo →

🏭Manufacturers’ reps

A Vendors page for the lines you carry: each vendor’s products with cost, sell price and margin, a document library and an assistant that answers from that vendor’s own material, and a battlecard for each competitor you meet.

🏢Company Workspace and roles

Invite employees by email with a role, set who reports to whom, and share the product catalog, invoice terms and branding. Define your own roles beyond the built-in set.

🗺Territories

A territory hierarchy with geographic auto-assignment, so every rep sees exactly their book.

📈Manager roll-up

Managers see the whole reporting line beneath them — pipeline by rep and forecast category — at any depth.

🏷Record ownership

Every account, contact and opportunity carries an owner. Admins reassign in bulk or transfer everything when someone leaves.

💬Team chat and record links

Direct messages and group chats inside your company, and a link to any account, deal or quote that opens right inside a teammate’s Ergentor.

🔗Slack, Teams, Zapier and webhooks

Post deal, task and invoice events to Slack in one click, or to Microsoft Teams, Zapier, Make, n8n or your own endpoint. A new destination sends nothing until you choose its events.

🧩Customer API

For accounts Ergentor approves: your own systems read and update accounts, contacts, opportunities and tasks, and read quotes, contracts and invoices, with keys you create and revoke.

🚚Move from Salesforce or HubSpot

Import their export files — accounts, contacts, opportunities, tasks, notes and products — with a preview first, nothing overwritten, and an undo. Keep HubSpot deals up to date with an update file; Salesforce integration is coming soon.

📥Imports and exports

CSV import for contacts, tasks and products, Google Contacts import, LinkedIn PDF import, and Download All Data at any time.

🔐Your data, separated

Every record carries its owner, and access is enforced by the database on every request — not by the browser. Encrypted in transit and at rest. We do not sell your data or use it to train AI models.

🛡Two-factor sign-in

App-based two-factor authentication for every user, with short-lived sessions.

💾Backups

A nightly snapshot you can restore yourself, kept for 7 days; company-level snapshots for organizations, managed by the admin; undo for deletes; and a full export any time.

🎙Recordings handled carefully

Recording needs participant consent confirmed; audio is deleted once transcribed, and our transcription provider deletes its copy after one day.