Dashboard
Dashboard
📊 Tasks
Metrics Overview
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Due Today & Overdue
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🔴 Overdue & Due Today by Assignee
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🎯 Opportunities
Top 5 Accounts by Amount
Opp Pipeline
Closed vs Open
Forecast
Top 5 Opportunities by Rating
Status Summary
Top 5 Partners by Amount
📄 Quotes
Quote Builder — 2 Tier
⟲ click row to Goal Seek
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Vendor disc → Dist cost · Dist margin → Res cost · Res margin → Cust price
List Price
Distribution
Reseller
Customer
Commission
#
SKU
Description
Start
End
Qty
Ext List $
Unit List $
Vendor Disc% + Dist Margin%
Res Cost (disc off list)
Customer Price (disc off list)
Commission
⟲
+Add line item
✨Draft lines with AI
Subtotals
$0.00
$0.00
$0.00
$0.00
Quote Builder — 1 Tier
Vendor → Reseller → Customer · Manual disc% per tier
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List Price
Reseller
Customer
Commission
#
SKU
Description
Start
End
Qty
Ext List $
Unit List $
Disc% off list / Ext $
Disc% off list / Ext $
⟲
+Add line item
✨Draft lines with AI
Subtotals
$0.00
$0.00
Quote Builder — Direct
Vendor → Customer · Adjust price or disc% directly
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List Price
Customer
#
SKU
Description
Start
End
Qty
Ext List $
Unit List $
Disc% / Price
Ext $ / Unit
Commission
⟲
+Add line item
✨Draft lines with AI
Subtotals
$0.00
Saved Sessions
Save and restore quote builder states by name
No saved sessions yet. Use the 💾 Save Session button on any quote builder.
📊 Task Metrics
All metrics update automatically from task data
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🟡 Due Today
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📋 All Tasks
🏢 Accounts
No accounts yet. Click + New Account to get started.
👥 Contacts
Team Members
🔴 Overdue Tasks
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Commission Calculator
SKU
Description
Commission
Rate
Change Rate
TOTAL COMMISSION
$0.00
Distribution Quote
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Reseller Quote
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Customer Quote
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Saved Quotes/Orders
Total $
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Quote / PO #
Type
Party
Date
Total
Actions
Invoices
Invoice #
Status
Bill To
Opportunity
Quote
Issued
Due
Total
Actions
Distributor Contacts
View distributor cards in Accounts.
Reseller Contacts
View reseller cards in Accounts.
Accounts
🏢 Accounts
No accounts yet. Click + New Account to get started.
🤝 Strategic Partners
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🔄 Resellers
No resellers yet. Click + New Reseller to add one.
📦 Distributors
No distributors yet. Click + New Distributor to add one.
📋 Task Assignees
Check Admin next to your name — AI-generated tasks will be assigned to that person by default.
👥 Contacts
Product / SKU Catalog
SKU
Description
List Price/Mo
List Price/Yr
COGS
Margin
Vendor & Quote Defaults
Company Logo
No logo
Upload your company logo to display on all generated quotes above the company name.
Your Company
Quote Defaults
Legal Terms & Conditions
Distribution Quote Terms
Reseller Quote Terms
Customer Quote Terms
Tax & Shipping Settings
Tax & Shipping
👥 Working with others
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👥 Share my CRM with someone
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Join a Team
Have an invite code from an admin? Enter it below to link your account.
📈 See my team’s pipeline
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📋 Task Assignees
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👤 Profile
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Saved as soon as you pick it. Tailors the product and every AI feature to how selling works in your market. Your own CRM data always takes priority over industry background.
Shown on quotes and printed documents. It lives with the other document settings.
💰 Commission & Quota
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Commission Rates
Quota
AI Configuration
🎤 Voice Assistant
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Follows your AI Persona (User Settings → AI Assistant Personas), the same as JOAN.
Click the red 🎤 button in the top nav to activate. Say "help" to see all voice commands.
🔑 AI Setup
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AI Assistant Personas
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Changes how the AI communicates with you in chat. Generated content (emails, reports, plans, tasks) is always professional regardless of this setting.
📝 AI Assistant Instructions
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Standing instructions every AI in Ergentor follows — JOAN, the account assistant and the voice assistant.
Use them for house style or things you never want asked twice (for example “never use asterisks in replies”).
Templates
🎯 Sample Success Criteria
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🎨 Brand Assets
→
📚 Knowledge Base
→
Integrations
🔗 Connect to Email and Calendar Accounts
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Set up integration (top right) connects everything you pick in one go — calendar,
sending, cloud files and email logging. Or connect an account here and switch on what you want it to do. Calendar works straight away.
Sending asks for one extra permission when you enable it — kept separate on purpose, so that
if your IT department blocks outbound mail you still keep your calendar.
Where the “Draft in mail app” option opens your emails. “System default” uses your computer’s default mail app — set Apple Mail or Outlook as the default there to use them.
Advanced — use your own app registration
Only needed if your IT department requires the connection to run through your own
Microsoft app registration. Leave it empty to use Ergentor.ai’s. (Google always uses Ergentor.ai’s.)
Microsoft Calendar — One-time Azure setup required:
1. Go to portal.azure.com → App registrations → New registration
2. Name: anything (e.g. "Ergentor.ai") · Supported account types: Accounts in any organizational directory (Any Azure AD directory - Multitenant) and personal Microsoft accounts (the 3rd option)
3. Redirect URI → Single-page application (SPA) → paste your app URL exactly:
4. After creating: API permissions → Add → Microsoft Graph → Delegated → add
5. Copy the Application (client) ID from the app overview page and paste it below
1. Go to portal.azure.com → App registrations → New registration
2. Name: anything (e.g. "Ergentor.ai") · Supported account types: Accounts in any organizational directory (Any Azure AD directory - Multitenant) and personal Microsoft accounts (the 3rd option)
3. Redirect URI → Single-page application (SPA) → paste your app URL exactly:
4. After creating: API permissions → Add → Microsoft Graph → Delegated → add
Calendars.ReadWrite and User.Read5. Copy the Application (client) ID from the app overview page and paste it below
Your redirect URI (copy this exactly into Azure):
🔔 Task Email Reminders
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Controls when the daily email reminder cron starts and stops for tasks with Enable email reminders checked. The reminder window runs from X days before due through Y days after due.
☁️ Cloud Storage, Contacts & Currency
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Cloud storage
Attach Google Drive or OneDrive/SharePoint files to an account from the account’s Documents section.
Ergentor.ai stores a link only — never a copy — so the file never goes stale and your
records stay small. Uses the Google/Microsoft Client IDs from Calendar settings.
Import from Google Contacts
Bring your Google contacts in as accounts and people. Contacts are grouped by their company (or work email
domain); anything that already exists is shown for review before anything changes — the same duplicate
check the CSV import uses. Administrator action.
Your other CRM
Do you also keep your deals in HubSpot or Salesforce? Choose it and an Export button appears on
each opportunity and on the Opportunities list, so you can send your updates back.
Move from or to Salesforce / HubSpot
Bring in your accounts, contacts, opportunities, tasks and notes from a Salesforce or HubSpot export — you
see what will happen before anything changes, nothing already here is overwritten, and you can undo it. Or
download your data as files ready for Salesforce or HubSpot to import.
Secondary currency
Show a second, converted figure next to invoice totals — useful when quoting a customer who thinks in
another currency. Uses European Central Bank reference rates (free, updated each weekday).
Display only: stored amounts and printed invoices are unchanged.
Calendar export (.ics)
Download open tasks and calendar events as a standard .ics file — imports into Apple Calendar,
Outlook, Google Calendar and anything else that reads iCalendar.
Quotes and Products
▣ Product Catalog
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⚖ Legal Terms & Quote Settings
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Maintenance
🛡 Security Settings
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🔑 Password Reset
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🔐 Two-Factor Authentication
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Add a second layer of security. After your password, you'll enter a 6-digit code from your authenticator app.
Works with Google Authenticator, Microsoft Authenticator, Authy, 1Password, and any TOTP-compatible app.
Works with Google Authenticator, Microsoft Authenticator, Authy, 1Password, and any TOTP-compatible app.
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🏢 Company Workspace
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⚖ Record Ownership
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🎤 Meeting Recorder
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ℹ️ How to get your key
1. Go to assemblyai.com and sign up (free $50 credit included).
2. In your dashboard, copy your API Key.
3. Paste it below and click Save Key.
2. In your dashboard, copy your API Key.
3. Paste it below and click Save Key.
🔒 Best-in-class speaker detection. With your own key, AssemblyAI keeps your audio and transcripts until deleted — set a short retention (TTL) in your AssemblyAI account.
SOC 2 Type II certified. ~$0.65/hr. Privacy Policy
SOC 2 Type II certified. ~$0.65/hr. Privacy Policy
💳 Ergentor Plans & Billing
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Your Ergentor.ai plan and monthly AI credit. Open Plans & Billing to see the current plan, usage against the AI credit, and upgrade options.
🔍 AI Search Index
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JOAN uses semantic (meaning-based) search to find related notes, tasks, and documents — even when the wording is different.
The index updates automatically after saves; use the button below to re-index everything from scratch (e.g. after a backup restore).
🧾 Invoice Terms
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🔗 Outbound Webhooks
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Send CRM events to Slack, Microsoft Teams, or any URL. Point one at Zapier, Make or n8n to reach
thousands of other apps. Payloads include record names and values — only send them somewhere you trust.
Slack: create an app at api.slack.com → Incoming Webhooks → copy the URL.
Teams: in the channel, Workflows → “Post to a channel when a webhook request is received” → copy the URL. (The older Office 365 connector webhooks were retired in May 2026.)
Slack: create an app at api.slack.com → Incoming Webhooks → copy the URL.
Teams: in the channel, Workflows → “Post to a channel when a webhook request is received” → copy the URL. (The older Office 365 connector webhooks were retired in May 2026.)
Connect Slack in one click
Sign in to Slack, pick the channel on Slack’s own screen, and the destination is created for you
— no app to create, no URL to copy. You choose which events it receives afterwards.
🖼️ Account Logos
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🔒 Data Backups
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Automatic snapshots, all in your local time: hourly from 6am to 6pm (rolling 24 snapshots) plus one end-of-day snapshot (rolling 7 days). Photos and large attachments are excluded to keep backups lean.
Each restore saves your current state first so you can undo.
Each restore saves your current state first so you can undo.
Full export — all data incl. contacts, photos & brand assets, as one JSON file.
Open this section to load backups.
Delete Account
▼
Strategic Partners
View strategic partner cards in Accounts.
🎯 Opportunity Planner
Ergentor.ai
🏠 Main
Dashboard
Search
🎯 Pipeline
Opportunities
Account Plans
POCs
Business Review
📋 Work
Today
Overdue
All Tasks
Calendar
Activity Metrics
📄 Quotes/Orders
2-Tier Builder
1-Tier Builder
Direct Builder
Quote Drafts
Distribution Quote
Reseller Quote
Customer Quote
Saved Quotes/Orders
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Commissions
✉ Outreach
Campaigns
Audiences
Templates
📚 Content
Presentations
Customer Briefing
RFP Responder (Beta)
Competitive Brief
Simulate Meeting
AI Report Holding Bin
Account News
Knowledge Base
⚙ Setup
Product Catalog
Quote Settings
Administrator
User Settings
Team Members
Help
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