A proof of concept decides the deal — and most are run in a spreadsheet nobody updates and an email thread nobody can find. The POC Planner gives every evaluation a plan, a score, and a readout your champion can take to their exec team.
No credit card required · Set up in minutes · Upgrade to the full CRM whenever you want
Built by a sales engineer who got tired of rebuilding the same spreadsheet for every POC.
Milestones with owners, target dates and status, drawn on a live Gantt timeline. Everyone knows what happens next and what is already late — including the customer, because you can hand them the same document.
Define what "it works" means before you start: the problem, the metric, the target. Score each one 0–100, weighted by priority, and the evaluation ends with a number rather than an argument.
Export the scorecard, let the customer fill in their scores and comments in the tool they already use, and import it straight back. Blank cells never overwrite what you already had.
Record evaluation calls and the transcript lands in the plan, timestamped and searchable. Or paste a transcript from Zoom, Teams or Gong — the AI treats both the same. Transcription is included.
Upload your datasheets, battlecards and technical documentation to the built-in Knowledge Base. Every AI draft writes from what your product actually does, not from what a model guessed it does.
Type a public company's name and the Planner finds their latest annual report from a built-in database of roughly 5,300 filers. The AI writes in their language, about their stated risks and priorities — no research call required.
Turn the results into a stakeholder-ready final readout — findings, scores, wins, outstanding items, recommendation — exported to PDF or PowerPoint in your own branding. The part everyone does at 11pm the night before.
Copy a link a teammate can open. Export to Word for the customer's procurement pack. Your data stays yours, synced to the cloud, restorable from backup.
Click any menu in the Planner and you can see the full Ergentor CRM — pipeline, quotes, accounts, campaigns — running on sample data. When you want it, it switches on against the work you have already done. Nothing to export, nothing to migrate, nothing to re-enter.
Set it up in the time it takes to build the spreadsheet you were about to build.