AI-Powered Sales CRM

Close more deals with intelligence built in

Ergentor.ai combines a powerful quote builder, AI assistant, AI competitive intelligence, MEDDPICC framework, POC planning, and full team management — territories, manager roll-ups, team chat — all in one tool your team will actually use.

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CRM always free  ·  No credit card  ·  AI from $5  ·  See pricing

$1.2M 84% 47 12d
5 min
Setup time
🤖
Claude AI
Built-in assistant
📊
All-in-one
No add-ons needed
🔒
Secure
Supabase cloud sync
🎯
MEDDPICC
Framework built-in
👥
Team-ready
Roles · Territories · Chat

Everything your sales team needs

No more switching between 5 different tools. Ergentor.ai brings your entire sales workflow into one intelligent platform.

🤖
AI Sales Assistant

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.

🏭
Industry Sales IntelligenceNew

Pick your market once — manufacturing, staffing, insurance, distribution, SaaS and nine 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.

⚔️
AI Competitive Intelligence

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.

📋
Advanced Quote Builder

1-tier, 2-tier, and direct pricing models with goal-seek. Auto-calculate commissions, margins, and tiered volumes. Print-ready quotes in seconds.

🎯
MEDDPICC Framework

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.

🔴
The Big Red ButtonNew

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.

🎤
Voice AI & Meeting Recorder

Tap-to-speak voice assistant for hands-free CRM updates. In-app meeting recorder with AI transcription via AssemblyAI or Deepgram.

🏢
Org Charts & Contacts

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

📰
Account Intelligence

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

📅
Calendar & Tasks

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

📬
Email & Marketing Campaigns

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 notes.

📊
Presentations & Briefs

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.

🧪
POC PlanningNew

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 →

🗺
Territories & Org ManagementNew

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.

💬
Team Chat & Shareable LinksNew

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 CRM.

From solo rep to entire sales org

Ergentor.ai now scales from one seller to a full go-to-market team — with the visibility, structure, and governance a real sales organization needs.

🏛
Organizations & Roles

Invite employees by email with a role — AE, Director, VP, Channel Manager, and more. Reporting lines, admin controls, and a shared product catalog are wired up automatically.

📈
Manager Roll-Ups

Managers see their entire downline — rep to Director to VP to CRO, up to 8 levels — rolled into one view: pipeline by rep, latest notes, POC progress. Assign tasks and leave notes anywhere below you.

🗺
Sales Territories

Build a territory hierarchy — Global, regions, countries — with geo keywords that auto-assign accounts by address. Grant territories to reps and their view scopes itself automatically.

👤
Record Ownership

Every account, contact, and deal carries an owner. Pipeline reports and manager dashboards credit the right rep, and admins can bulk-reassign books when territories change hands.

💬
Team Chat

Message anyone in your org without leaving the CRM — direct messages, group conversations, pasted screenshots, and record links that open the actual deal in one click.

🛡
Company-Owned Backups

Automatic org-wide backup sets — hourly during business hours plus a nightly full copy — owned by the company, not the individual. One-click restore per member by an admin.

Built for sales reps, not admins

Enterprise CRMs are built for IT teams and consultants. Ergentor.ai is built for the people who actually sell.

Click any feature for the full detail — what it is, a screenshot, and why it matters.

Feature Ergentor.ai You Salesforce HubSpot Sales Zoho CRM
AI Sales AssistantBuilt-in, context-aware Claude AI, full CRM context $ extra
Einstein add-on
Limited
Basic suggestions only
$ higher tiers
Zia — Enterprise edition+
Advanced Quote BuilderMulti-tier pricing + goal-seek 1-tier, 2-tier, direct $ CPQ
Separate $$$ product
Basic
Simple deal amounts only
Basic
CPQ quotes, no goal-seek
MEDDPICC FrameworkBuilt-in qualification scorecard Per-opportunity modal Manual
Custom fields, no native framework
Manual
No native MEDDPICC
Manual
Custom fields / blueprints
AI-Drafted MEDDPICCEvery pillar written from your notes + the customer's 10-K Evidence scored 0–5, gaps named
You write every field
Voice AI AssistantHands-free CRM updates Tap-to-speak Zia Voice
Enterprise edition+
The Big Red ButtonOne-tap, full-screen voice CRM on your phone Phone browser, nothing to install
Mobile app, typed entry

Mobile app, typed entry
Limited
Zia Voice inside the mobile app
Meeting Recorder + TranscriptionIn-app, AI-transcribed AssemblyAI / Deepgram $ add-on
Revenue Cloud / Gong integration
$ add-on
Zoho Meeting, separate app
Visual Org ChartsStakeholder mapping Interactive, editable Limited
Account hierarchy only
Limited
Extension / Ultimate edition
AI Competitive BriefsLive web research → battlecard + feature matrix On demand, per competitor $ 3rd-party
Klue / Crayon, separate $$$
Manual
Playbook docs you write yourself
10-K / SEC AnalysisCompetitive intel from filings AI-parsed, cached
AI Executive BriefingsQBR + customer-facing briefs Internal + external Manual
Template tools only
Manual Manual
Zia summaries only
LinkedIn PDF ImportZero-friction contact import Local parser, no AI key needed $ add-on
Via Sales Navigator
$ add-on
Company NewsroomReal-time news + stock tracking Built-in watchlist
POC / Evaluation ManagementChecklists, Gantt, scored criteria, AI readout deck · click here for a free trial → Incl. customer Excel round-trip
Spreadsheets / 3rd-party tools
Territory ManagementGeo auto-assign + scoped rep views Built-in, minutes to set up $ higher tiers
Enterprise edition + admin setup
Manual
Via teams & custom properties
$ higher tiers
Enterprise edition+
Manager Roll-Up ViewsWhole-downline pipeline, up to 8 levels Zero-config from reporting lines Complex
Role hierarchy needs admin build-out
Limited
Team-level reporting
Limited
Role hierarchy, admin setup
Built-in Team ChatDMs, groups, shareable record links Inside the CRM $ Slack
Separate product
Limited
Feeds; Cliq is a separate app
Email Marketing CampaignsAudiences, mail-merge, AI drafting Included, no add-on $ add-on
Marketing Cloud, separate $$$
$ add-on
Marketing Hub, separate $$
$ add-on
Zoho Campaigns, separate product
Setup & onboarding time Under 5 minutes 3–6 months 2–4 weeks 1–4 weeks
Typical pricingPer user / month
Free · AI from $5
CRM free, unlimited users — see pricing →
$75–$300+
Plus add-ons & admin costs
$45–$120
Many features gated
$14–$52
AI & territories need Enterprise ($40+)

AI that knows your deals

Unlike bolt-on AI features, Ergentor.ai's assistant has full context of your contacts, accounts, pipeline, notes, and history. It's not a chatbot — it's a sales co-pilot.

💬
Global AI Chat
Ask "Which deals are at risk?" or "Summarize all activity at Acme Corp this quarter" — the AI has your full CRM in context.
⚔️
AI Competitive Briefs
Name a competitor and a product — the AI searches the live web (their site, G2, pricing, news), reads your own collateral, and returns a full battlecard with a feature-by-feature comparison.
📝
Notes AI
Open any account's notes and ask the AI to consolidate, extract action items, or draft a summary email — all grounded in what you actually wrote.
AI Task Generator
Based on your deal stage, MEDDPICC gaps, and meeting notes, the AI suggests the exact next steps to move an opportunity forward.
🔍
Product Intelligence
Automatically analyzes your notes to surface which of your products a customer uses, which competitors are present, and gaps to target.
🧭
Semantic Search New
Ask about "budget concerns" and the AI finds the note that says "pricing worries" — search by meaning across every note, with clickable sources under each answer.
🧪
AI POC Readout New
One click turns your POC results, notes, and product docs into a stakeholder-ready final readout deck — export to PDF or PowerPoint in your branding. Click here for a free trial →
🤖
Ergentor.ai AI Assistant
Powered by Claude · Full CRM context
👤
Which of my deals are most at risk this quarter?
🤖
Based on your pipeline, I see 3 deals at risk:

⚠ Acme Corp ($84K) — No executive sponsor identified, close date in 18 days. MEDDPICC score: 4/8.

⚠ TechStart ($32K) — Champion went silent 3 weeks ago. Last note: competitor pricing discussion.

⚠ GlobalMed ($210K) — Decision criteria not confirmed. Suggest scheduling a technical review.
👤
Generate next steps for Acme Corp
Ask anything about your pipeline…

The CRM you can update without looking at it

Reps don't update the CRM because typing into one on a phone is miserable. So on a phone, Ergentor.ai becomes a single button. Tap it and talk — it answers out loud, and it does the typing for you.

Ergentor.ai on a phone — a full-screen red button with the caption Tap the button to talk
Live screenshot — ergentor.ai in a phone browser
🚗
Driving back from the meeting
One tap and a conversation starts — it keeps listening until you tap again, so the whole debrief goes in before you get to the office.
“Add a note to Metro Bank: CFO wants the ROI deck before the board meets on the 14th.”
Five minutes early in the lobby
Ask for a briefing and hear it back: latest notes, open opportunities, POC status, who you're about to meet. It's the same AI as the desktop assistant, with your full CRM in context.
“Brief me on Acme — what happened on the last call and what's outstanding?”
🔴
Record the meeting itself
The small red dot in the corner records — one tap to start, one to stop. Pick the account and Ergentor.ai transcribes the conversation, writes an AI summary, and files both into that account's notes.
Between calls, hands full
It doesn't just answer — it writes. Tasks, contacts, and notes get created from a single spoken sentence, filed against the right account.
“Create a task for Sarah to send the renewal proposal by Friday, high priority.”
⌨️
Somewhere you can't talk
Quiet office, noisy airport, bad connection — “Type instead” drops you into exactly the same assistant as text. Nothing is voice-only.

Nothing to install. It runs in the phone browser you already have — and “Add to Home Screen” turns it into a one-tap icon that stays signed in. Why it matters: a CRM only pays back what gets put into it. Reps will talk to a red button on the drive home; they won't fill in fifteen fields on a phone keyboard. That's the difference between a pipeline that's current on Friday and one that's guesswork.

🔄Auto cloud sync
📱Mobile friendly
🔴Big Red Button voice
🌐Works in any browser
🗂Knowledge base
📈Pipeline tracking
🎨Branding kit
👥Orgs & team roles
💬Team chat
🗺Territories
🔗Shareable record links
🔐MFA security
💾Hourly backups
🖥Mac desktop app
📤PDF / Excel export

Ready to sell smarter?

From solo sellers to entire sales organizations — replace your patchwork of tools with one intelligent platform.

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Paid plans — not yet open
AI Lite$5/mo
AI Pro$15/mo
Business$25/mo
POC Planner (unlimited)$5/mo
POC Planner + AI$15/mo
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