Close more deals with intelligence built in

Powered by Claude, your built-in AI has full context of your accounts, contacts, and deals — with semantic search that finds notes by meaning, not just keywords, and clickable sources on every answer.

Pick your market once — manufacturing, staffing, insurance, distribution, SaaS and eleven more — and the AI changes how it opens an account, not just how it words things: what to ask first, which signals to chase, and what a good next step looks like where you sell. A manufacturing rep gets asked who writes the specification; a staffing rep gets asked which roles have been open longest. On accounts where your own notes already tell the story, your data leads.

Pick a competitor and a product, and the AI researches the live web — their product pages, G2 reviews, pricing, recent news — then writes a battle-ready brief: executive summary, your advantages, their advantages, a head-to-head feature matrix, and the plays to run.

1-tier, 2-tier, and direct pricing models with goal-seek. Auto-calculate commissions, margins, and tiered volumes. Drafts, locked numbered versions and revisions — and an AI Quote Assistant that drafts the lines from your catalog, never inventing a price.

Approval rules routed inside the app, a quote link your customer accepts online after proving who they are, purchase orders filed with their quote, contracts and one-click renewals, price books, other currencies, and invoices sent from your own Outlook. In every account, free.

Run structured opportunity qualification with the MEDDPICC scorecard built right into each deal — and let the AI draft every pillar from your notes and the customer's own SEC 10-K, scored on the evidence with the gaps named.

Open Ergentor.ai on your phone and you get one giant red button. Tap it and talk — ask about any account, dictate a note, create a task, or record the meeting you just walked out of. No typing, no menus, no app to install.

Rehearse your pitch or presentation against the real customer — not a made-up persona. Pick the people from your accounts and the AI plays them in character, from their actual titles, roles, notes and deal history. Talk out loud or type, then get a scored after-action report: what landed, what you missed, better answers, and who moved toward or away from you.

Say what you want to set up — “turn on two-factor sign-in”, “set my quota for each quarter”, “send deal alerts to Slack” — and it explains the steps, tells you what to choose, and gives you a button that opens the exact setting. No hunting through menus.

Tap-to-speak voice assistant for hands-free updates to your accounts and deals. In-app meeting recorder with AI transcription via AssemblyAI.

Visual org chart builder for each account. Track every stakeholder, their role, LinkedIn, and reporting structure. Import contacts directly from LinkedIn PDF exports.

Real-time newsroom for tracked companies, SEC 10-K analysis, product intelligence from your own notes, and AI-generated executive briefings.

Full calendar with Google and Microsoft 365 sync. AI-powered task generator suggests next steps based on deal context and meeting notes.

AI-assisted templates, saved audiences, and mail-merge campaigns with rich formatting, attachments, and Outlook direct send — or drafts in whatever mail app you use. Every email is auto-logged to the contact’s Emails tab.

Turn website visitors into booked appointments. An AI chat on your site answers from your own knowledge base and hands off to your team — who can take over the chat live. Follow up by email and text from your own domain and number, book and take payment for appointments, and keep a tamper-evident consent log. The AI drafts; a person approves every message.

Optional module — ask us to turn it on →

AI-generated presentation builder, internal QBR exec briefs, and customer-facing executive briefings — all pre-filled from your account data and styled with your branding kit.

Run evaluations like a pro: milestone checklists with a live Gantt timeline, scored success criteria, an Excel round-trip your customer fills in, and a one-click AI-drafted final readout deck (PDF or PowerPoint).

Available on its own — click here for a free trial →

Invite your whole company with roles and reporting lines. Define sales territories with geo auto-assignment, and every rep sees exactly their book — managers see their entire team rolled up.

Built-in messaging for your org — DMs, group chats, and image sharing. Copy a link to any account, deal, quote, or POC plan and it opens right inside a teammate's Ergentor.