Ergo
Ergo is an AI revenue intelligence platform that captures calls, emails, and Slack messages and converts them into automated CRM updates, follow-up drafts, coaching scoring, and pipeline intelligence for sales, RevOps, customer success, and product teams at fast-growing companies.
- Company typePrivate
- Founded2020
- HeadquartersSan Francisco, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What Ergo does
Ergo is an AI-powered revenue intelligence platform that captures customer conversations across calls, emails, and Slack messages and converts them into automated CRM updates, follow-up drafts, coaching insights, and pipeline intelligence. Founded at Georgia Tech by Yash Dulla and Ishan Sheth and headquartered at 60 Francisco Street in San Francisco, the company targets revenue organizations at fast-growing companies. Primary user personas include Chief Revenue Officers and revenue leaders, Account Executives, Revenue Operations, Customer Success, Marketing, and Product teams—addressing stale CRM data, manual administrative drag, limited coaching coverage, and unreliable forecasts. Named customers include Rho, Retell AI, Corgi, Whop, CloudNC, Oneleet, and Greptile.
The platform is built around a unified conversation data layer with native integrations to Salesforce, HubSpot, Zoom, Google Meet, Microsoft Teams, Slack, Gmail, Outreach, Salesloft, and Gong. Around this layer, Ergo packages seven product modules: CRM Agents (automatic field updates within 2–5 minutes of call completion), Follow-Up Agents (voice-matched follow-up drafting), Meeting Recording with Live Assist (in-call coaching), Pre-Call Research (automated meeting briefs), Seller Productivity Hub (daily task prioritization), Ergo Reporting (analytics derived bottom-up from conversation content), and Coaching & Enablement (rubric-based call scoring with rep radar charts). The technology combines speech-to-text, natural language processing, and agentic automation across text, audio, and structured data modalities, with guardrail configurations for stage advancement and field-level write controls.
Ergo operates a software-as-a-service subscription model with tiered pricing and a free Basic Tier providing view-only access. Distribution combines product-led growth via self-serve signup and freemium with a sales-assisted motion for larger deployments. The company is a Y Combinator alumnus and has raised approximately $3.3M across disclosed rounds, including a $500K seed in February 2025 led by Y Combinator and a $2.8M round in June 2026 led by FCVC with participation from Y Combinator, Coughdrop Capital, and Georgia Institute of Technology. Headcount sits in the 11–50 employee range, consistent with early-stage operating scale. Quantified customer outcomes include a roughly 80% reduction in per-rep manual admin time and CRM field completeness improvement from 50% missing to under 2% missing.
Ergo firmographics
Firmographics- Name
- Ergo
- Legal name
- ErgoAI, Inc.
- Website
- https://joinergo.com
- Company type
- Private
- Founded year
- 2020
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Ergo is an AI revenue intelligence platform that captures calls, emails, and Slack messages and converts them into automated CRM updates, follow-up drafts, coaching scoring, and pipeline intelligence for sales, RevOps, customer success, and product teams at fast-growing companies.
- Ownership category
- akta.pro rank
Ergo industry classification
Industry- Product category
- Sales Conversation Intelligence / Revenue Operations Software
- NAICS
- Custom Computer Programming Services (541511)
- SIC
- Services-Prepackaged Software (7372), Services-Computer Programming Services (7371)
- akta.pro primary industry
- ERP Extensions & Add-ons (CPQ, Billing, Revenue Management) (HDAEAEAO)
Keywords
Where Ergo is headquartered
LocationHeadquarters
- HQ city
- San Francisco
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Ergo business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Infrastructure, Operations
Revenue model
- SaaS Subscription: Subscription-based SaaS model with tiered plans. Terms of Service references subscription terms, auto-renewal, and Basic Tier free version for view-only access. Platform updates CRM automatically and charges based on seat count or usage.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Monthly | Basic Tier |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels4 records
Ergo product offering
Product offeringCore offering
Ergo is an AI-powered revenue infrastructure platform that captures every customer conversation across calls, email, and Slack and converts it into structured CRM updates, follow-up drafts, coaching insights, and pipeline intelligence for sales, RevOps, and customer success teams. The platform is delivered as a multi-module SaaS subscription with native integrations to Salesforce, HubSpot, Zoom, Google Meet, Microsoft Teams, Slack, and Gmail, and is sold via a freemium self-serve motion combined with enterprise sales.
Product overview
Ergo is an AI-powered revenue intelligence platform that operates as a unified data layer connecting all customer conversations — calls, emails, and Slack messages — to automate CRM updates, follow-ups, coaching, and pipeline reporting. The core platform is supplemented by seven integrated modules: Coaching & Enablement (auto-call scoring and rep development), Ergo Reporting (conversation-derived analytics), Meeting Recording (with AI summaries and live coaching), Pre-Call Research (automated meeting briefs), CRM Agents (auto-CRM updates from conversations), Seller Productivity Hub (prioritized daily work and AI agent), and Follow-Up Agents (automated email drafting from call content). These modules share a common conversation intelligence layer and collectively aim to eliminate manual CRM entry, surface deal risks in real time, and give revenue teams a trustworthy pipeline.
Differentiator
Problem solved
Functional benefit
Products and services
- AI Revenue Infrastructure (Core Platform) Unified AI platform that captures every customer conversation across calls, emails, and Slack and automatically updates CRM records, drafts follow-ups, scores calls against methodology, and surfaces pipeline intelligence for revenue teams. Sold as a SaaS subscription to sales, RevOps, customer success, and marketing teams.
- Coaching & Enablement AI-powered sales coaching module that automatically scores every call against custom rubrics, surfaces coachable moments from team-wide patterns down to specific rep behavior, and tracks rep development via radar charts across multiple skill dimensions. For sales managers, enablement teams, and RevOps at scaling companies.
- Ergo Reporting AI-powered sales analytics and reporting module that derives objection themes, competitor intelligence, churn signals, and expansion opportunities from actual conversation data rather than rep-entered fields, with drill-down to exact transcript timestamps. For revenue leaders, marketing, product, and CS teams.
- Meeting Recording Intelligent meeting recording platform with AI summaries, real-time in-call coaching via Live Assist, desktop recorder for stealth recording, and transcript-level "ask anything" querying of individual calls across Zoom, Google Meet, and Microsoft Teams. For sales reps, managers, and enablement teams.
- Pre-Call Research Automated meeting preparation module that assembles structured briefings before every meeting, pulling context from CRM, emails, calls, and Slack, and delivers daily morning briefings with all meetings prepped and key tasks identified. For account executives, sales engineers, and customer success managers.
- CRM Agents Automated CRM update agent that listens to every conversation, extracts deal signals, updates stage, field, contact, and activity records automatically within 2–5 minutes of call completion, and creates missing deals, contacts, and companies matched to existing records in Salesforce and HubSpot. For sales reps, RevOps, and customer success.
- Seller Productivity Hub AI-powered rep productivity workspace that ranks the day's pipeline work by priority, drafts follow-ups automatically, scans for stuck deals, generates QBRs and handoffs on demand, and provides a personal AI agent that knows every deal and prospect. For account executives and sales reps.
- Follow-Up Agents AI follow-up automation module that drafts personalized post-call emails within two minutes of call completion, tracks deal momentum to surface quiet deals, and learns each rep's writing style to produce personalized, on-brand follow-up drafts. For account executives, SDRs, and customer success managers.
Quantifiable outcome
- Manual admin hours reduced from 15h to 3h per rep per week (−80%)
- +5 more outcomes
Companies that use Ergo
Customer profileNamed customers7 records
Segments6 records
Ideal customer profiles3 records
Ergo technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration9 records
AI capability8 records
Feature7 records
Ergo partnerships and signals
Strategic signalPartnerships
Eleven partnerships are on record, tiered core, adjacent and flagship.
- SalesforcecoreNative integration with Salesforce CRM. Ergo writes deal fields, stages, next steps, and contacts directly into Salesforce. CRM automation connects to existing Salesforce workflows.
- HubSpotcoreNative integration with HubSpot CRM. Ergo updates deal fields, activities, and contacts automatically in HubSpot.
- ZoomcoreZoom integration for automated meeting recording, transcription, and AI note-taking. Ergo dispatches bots to join Zoom meetings automatically, analyze calendar for eligible meetings, and process transcripts for CRM updates.
- Google MeetcoreNative support for Google Meet meeting recording and transcription alongside Zoom and Microsoft Teams.
- Microsoft TeamscoreNative support for Microsoft Teams meeting recording and transcription alongside Zoom and Google Meet.
- SlackcoreSlack integration for receiving daily briefings, deal alerts, follow-up reminders, and CRM change notifications. Ergo captures Slack messages as conversation data for intelligence.
- GmailcoreGmail integration for email capture, thread monitoring, follow-up drafting, and CRM email logging.
- OutreachadjacentOutreach integration mentioned as part of the revenue stack. Ergo outputs (drafts, tasks) can be sent to Outreach for execution.
- SalesloftadjacentSalesloft integration mentioned as part of the revenue stack. Ergo outputs can be received in Salesloft.
- GongadjacentGong referenced as a source that feeds conversation data into Ergo's intelligence layer. Revenue leaders can query across Gong data alongside calls, email, and Slack.
- Y CombinatorflagshipY Combinator alumni company. Jobs posted on Y Combinator's hiring platform. Association provides credibility, network access, and startup ecosystem positioning.
Scale indicators2 records
Recent moves5 records
Expansion highlights6 records
Ergo competitors and assessment
Company assessmentDirect peers
- Clari: Clari is a revenue platform focused on pipeline inspection, forecasting, and deal health. Overlap with Ergo is strongest on the deal intelligence, risk surfacing, and revenue reporting capabilities Ergo promotes to RevOps and revenue leaders.
- Gong: Gong is the leading revenue intelligence platform that records calls, transcribes conversations, and surfaces deal insights. Ergo explicitly references Gong as a data source for its intelligence layer, and both target CROs/revenue leaders with conversation-driven pipeline analytics.
- Salesloft: Salesloft (now part of Clari) is a sales engagement platform for cadences, calls, and deal management. It competes with Ergo at the workflow layer for AEs and revenue leaders and is listed as an integration endpoint in Ergo's stack.
- Outreach: Outreach is a leading sales engagement platform for sequences, cadences, and seller workflow. Ergo integrates with Outreach as an output channel, but Outreach is also adjacent in the rep productivity/workflow space Ergo's Seller Productivity Hub targets.
- Chorus.ai (ZoomInfo): Chorus is a conversation intelligence platform (acquired by ZoomInfo) that captures and analyzes sales calls, meetings, and emails. It directly competes with Ergo on call recording, AI summaries, and coaching/analytics for revenue teams.
Broad incumbents
- HubSpot: HubSpot's CRM and Breeze AI features cover call recording, summarization, and pipeline management. Ergo integrates deeply with HubSpot (referenced in customer testimonials) and competes with HubSpot's native AI capabilities for SMB and mid-market revenue teams.
- Salesforce (Einstein / Sales Cloud): Salesforce is the dominant CRM and has been layering AI call summarization, follow-up drafting, and pipeline intelligence into Einstein. Ergo's CRM Agents product directly competes with these native features while writing into Salesforce as the system of record.
Emerging players
- Regie.ai: Regie.ai provides AI-driven sales content and sequence generation for outbound prospecting. It overlaps with Ergo at the rep productivity and content automation layer, though Regie is focused on outbound content rather than inbound conversation intelligence.
- Apollo.io: Apollo.io combines a B2B contact database with sales engagement and AI-assisted workflows. It overlaps with Ergo at the rep productivity and pipeline management layer for SMB and mid-market revenue teams.
- Lavender: Lavender is an AI sales email assistant that scores and helps rewrite sales emails. It overlaps with Ergo's Follow-Up Agents module at the email-drafting layer for AEs, though Lavender focuses only on email rather than the full conversation stack.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Ergo social profiles
Digital presenceErgo financial estimates
Financial estimateRevenue estimate
Valuation estimate
Ergo leadership team
Management profileNumber of profiles
Profiles2 records
Ergo funding detail
Funding detailFunding overview
Funding rounds2 records
Investors5 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Ergo M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Ergo
What does Ergo do?
Ergo is an AI-powered revenue infrastructure platform that captures every customer conversation across calls, email, and Slack and converts it into structured CRM updates, follow-up drafts, coaching insights, and pipeline intelligence for sales, RevOps, and customer success teams. The platform is delivered as a multi-module SaaS subscription with native integrations to Salesforce, HubSpot, Zoom, Google Meet, Microsoft Teams, Slack, and Gmail, and is sold via a freemium self-serve motion combined with enterprise sales.
Is Ergo a public or private company?
Ergo is a private company. It is classified as venture growth investor backed and is currently operating.
When was Ergo founded?
Ergo was founded in 2020. It employs 11 to 50 people.
Where is Ergo based?
Ergo is headquartered in San Francisco, United States, in the North America region.
How does Ergo make money?
One revenue line is on record: saaS Subscription.
Who are Ergo's main competitors?
Direct peers on record are Clari, Gong, Salesloft, Outreach and Chorus.ai (ZoomInfo). Broad incumbents are HubSpot and Salesforce (Einstein / Sales Cloud). Emerging players are Regie.ai, Apollo.io and Lavender.
Does Ergo have an API?
No public API is recorded for Ergo.
What industry is Ergo in?
Ergo's product category is Sales Conversation Intelligence / Revenue Operations Software. Its primary akta.pro industry code is HDAEAEAO, ERP Extensions & Add-ons (CPQ, Billing, Revenue Management). Its NAICS code is 541511 and its SIC code is 7372.