Sales Intelligence

Your pipeline is full of deals
you're about to lose

A Kanban pipeline, built-in CRM, and AI lead scoring. One platform that keeps deals moving — without the admin overhead.

Start now — 50% off See how it works

HubSpot · Built-in pipeline

Pipeline
Contacts
Sequences
Forecast
Pipeline value
$284k
+22% vs last month
Deals closing (30d)
14
+3 vs last month
Win rate
38%
+5pp vs last month
At-risk deals
6
+2 flagged vs last month
AI
Sales Agent · This week

Acme Corp ($42k) has had no activity in 18 days — stalling at proposal stage. I've drafted a re-engagement message targeting their Q3 deadline and identified the CFO as a secondary contact worth looping in.

View draft →Dismiss
Visual Pipeline

A Kanban pipeline that shows you exactly where every deal stands

Every deal in your pipeline is visible at a glance. Drag cards between stages, log activity, and let the AI flag which deals need attention before they go cold — no spreadsheets, no manual CRM updates.

Drag-and-drop deal stages — Prospect to Closed
AI flags cold deals and suggests the next action
Quick prompts: weekly priorities, follow-up drafts, pipeline health
Deal notes, activity log, and contact history per card
Connect HubSpot — or use built-in pipeline
Win/loss analysis — understand why deals close or fall through
Deal pipeline5 stages · $284k total
Prospect
StartupX
$4.5k
DevCo
$8.2k
Qualified
TechFlow
$22k
GrowthCo
$11k
Proposal
Pinnacle
$42k
Negotiation
MegaCorp
$84k
Won
BlueChip
$31k
Contacts — Lead scoring
Sarah Chen · VP Sales, Pinnacle
Opened 3 emails · Visited pricing page
Hot
James Wu · CEO, TechFlow
LinkedIn engaged · Demo booked
Hot
Maria Lopez · CTO, GrowthCo
Replied to 1 email · Decision Q3
Warm
Daniel Hayes · Founder, DevCo
No activity in 21 days
Cold

Agent: Daniel Hayes has gone cold — last touch 21 days ago. I've drafted a re-engagement message referencing their funding news. Review?

CRM & Contacts

Every contact scored, enriched, and ready to act on

Your contact and company database lives inside Ergora. The AI scores every lead as Hot, Warm, or Cold — enriched with LinkedIn data — and tells your reps exactly who to contact today and what to say.

Built-in contact and company database — no separate CRM needed
AI lead scoring: Hot / Warm / Cold with engagement signals
LinkedIn enrichment — decision-maker profiles auto-populated
Auto-drafted outreach sequences by stage and persona
Prospect research — company briefs before every call
Activity timeline: emails opened, pages visited, calls logged
Lead Engine & Intent Signals

Stop hunting for leads. Let them surface themselves.

Great sales teams are not the ones who work harder. They are the ones who hit the right account at the right hour. Lead Engine runs continuously in the background, fed by your ICP, and Intent Signals tells you the moment an account is ready to talk.

Lead Engine

Continuous inbound and outbound discovery. Your ICP is the brief; Lead Engine searches, enriches and scores new prospects every hour and drops them into your pipeline pre-qualified.

ICP-matched discovery, always on
LinkedIn + company enrichment per lead
Dedup against your existing pipeline
Hot, Warm, Cold scoring on arrival

Intent Signals

Watches every target account for the four signals that move buyers off the fence: funding rounds, buyer-role hires, tech-stack shifts and site visits. Reps always hit warm first.

Funding rounds (Series A/B/C and bridges)
Decision-maker role hires at target accounts
Tech-stack shifts that signal a re-platform window
Site visits and content engagement on your domain

Lead Scoring

Every lead in the pipeline carries a live Hot / Warm / Cold score and a Deal Health rating from 0 to 100 that decays when activity goes quiet. You see slippage before the deal dies.

Hot / Warm / Cold on every contact
Deal Health 0-100 with cold-decay logic
AI reasoning shown per score
Surface the daily Top 10 to call
AI Sales Tools

Everything your reps need — before, during, and after the call

From prospect research to outreach drafting, every sales action is handled without leaving Ergora.

Call Prep

AI briefing generated before every meeting
Company background, decision-maker profiles, talking points
Likely objections and suggested responses
One-click — ready in under a minute

Email Templates & Sequences

AI-written outreach templates by pipeline stage
Multi-step follow-up sequences in your voice
Subject line variants generated for every send
Win back cold leads with AI-triggered re-engagement

Win / Loss Analysis

"Why did we lose TechCorp?" — answered in seconds
Deal pattern analysis across rep, segment, and channel
Competitor mention tracking in deal notes
Actionable insights to improve your win rate
Flagship · Outreach Engine

Cold email at scale, with a reply queue
that drafts itself.

Outreach Engine is what most teams glue together with three SaaS subscriptions and an SDR who gives up by Wednesday. Multiple managed sender mailboxes, full deliverability infrastructure, and a unified Reply Queue with on-brand drafts ready for one-click approval.

Reply Queue· 4 drafts ready · IMAP polling 60s
3 senders active · DKIM verified
Priya Shah · CFO, Lumen HealthGenuine reply
via amelia@yourco.com
"Interesting — what would onboarding look like for a 40-person team?"
On-brand draftHappy to walk through onboarding — for 40 seats we usually run a two-week guided rollout with a dedicated CSM. Worth a 20-min slot Tuesday?
Approve & sendDismiss
Marc Weber · COO, NorthbeamAuto-reply
via jordan@yourco.com
"Out of office until Monday 6th — please contact ops@northbeam.io for urgent matters."
Approve & sendDismiss
Sofia Reyes · Head of Ops, FoundryGenuine reply
via amelia@yourco.com
"Can you send pricing for the Growth tier and a sample MSA?"
On-brand draftHappy to walk through onboarding — for 40 seats we usually run a two-week guided rollout with a dedicated CSM. Worth a 20-min slot Tuesday?
Approve & sendDismiss

Deliverability that earns its place in the inbox

DKIM-signed sends from every managed mailbox
Per-sender daily caps with warmup phases
Reputation builds the right way, automatically
Pixel-tracked open rates per send
Click HMAC for tamper-proof link attribution

Reply Queue with on-brand drafts

IMAP polling every 60 seconds across senders
Auto-reply detection vs genuine response
Drafts replies on-brand, in your voice
One-click approve, dismiss, or send
Unified across every connected sender

A/B analytics that show what is actually working

outreach_experiments tracks every variant
Subject hooks, body and CTA tests in parallel
Winners surfaced by funnel step + vertical
Per-sender open / reply / meeting-booked rates
Roll the winner straight into the next campaign
Coming soon · Reply funnel layers 2 + 3

Layer 1 (draft queue + approval) is live now. Layer 2 adds a 3-question qualifier form that maps replies to the right pack, and Layer 3 hosts a voice AI qualification call on the same Native Bookings infrastructure. Both queued and rolling out to existing customers first.

Native Bookings & AI Meeting Agent

The booking link, the call, the recap. All Ergora.

Calendly was the right tool for 2014. In 2026, the booking link, the meeting itself and the AI that listens to it should live in one place. Every Ergora seat ships with a personal shareable booking link, and Ergora hosts the call directly — voice-first, video optional, with the AI agent in the room.

Native Bookings

Your shareable per-rep link replaces Calendly. Prospects pick a slot from your live calendar, the meeting is created, the brief is queued, the recap is wired up before the call starts.

Per-rep shareable link (replaces Calendly)
Live availability from Google or Outlook calendar
Voice-first hosted call, video optional
Same infrastructure powers HR voice interviews + Local bookings

AI Meeting Agent

The agent sits in the meeting, transcribes live, and produces a structured recap with action items, objections, next steps and sentiment. Recap fires straight into the CRM and emails to attendees.

Live AI transcription
Structured recap: action items, objections, next steps, sentiment
Auto-emailed to every attendee post-call
Dropped into the CRM against the right deal

Meeting Brief (Auto)

Twenty-four hours before every calendar event, a brief chip lands on the event. Attendee LinkedIn, fresh company news, past interactions and any open deals — already read for you.

Runs 24h before every calendar meeting
Attendee LinkedIn pulled and summarised
Recent company news from Knowledge Connectors
Past interactions + open deals surfaced as one chip
Win/Loss Analysis

The deals you lost are still teaching you something

Most teams close the tab on a lost deal and move on. Ergora reads every closed deal, every call recap, every email thread, and surfaces the patterns. Why this segment converts. Why that competitor wins on price. Where the proposal fell apart. Then the patterns flow back into Sales Sequences and Brand Voice so the next pitch lands a little better.

Deal pattern analysis across rep, segment and channel
Competitor mention tracking from call recaps and emails
Lost-deal patterns surfaced by rep, segment, channel and competitor mention
Insights flow back into Sales Sequences and Brand Voice
Quarterly Win/Loss report ready to share with the leadership team
Win/Loss · Last 90 days42 deals analysed
Won16 · 38%Top reason: AI Pipeline Manager flagged the buying window
Lost — price11 · 26%Competitor came in 30%+ below; happens most in <50-seat deals
Lost — timing9 · 21%Buyer paused for budget cycle; revisit Q1 — Renewal Planner queued
Lost — fit6 · 14%ICP drift; tighten Lead Engine filters on industry + headcount
Post-close handoff to Legal

Closed-won is the start, not the finish line

The best sales teams treat the moment a deal closes as a handoff, not a finish. Ergora drafts the paperwork, sends it for signature, captures the obligations and queues the renewal — all in the same workspace, all wired to your Sales pack. The Legal pack is not required to use this.

Universal Doc Generator

Drafts MSAs, SOWs and proposals from the deal context. Nine document types covered out of the box.

Native E-Signatures

Send for legally binding signature with a full audit trail, no DocuSign tab. Canvas-drawn signatures.

Obligations Tracker

Every deliverable, SLA and payment milestone extracted from the signed contract into a live timeline.

Renewal Planner

Surfaces every contract approaching its notice window thirty days out, with a draft renewal email button.

Design Studio

1,000 creative credits a month — included

Generate proposals, pitch decks, one-pagers, and LinkedIn graphics directly inside Ergora. Brief the AI in plain English and get back polished, on-brand collateral in minutes — no designer, no Canva subscription.

1,000 creative credits per month (images + video)
Proposal covers and deck visuals in your brand style
One-pagers and capability sheets for every service
LinkedIn banner and profile images for your team
Case study and social proof graphics ready to share
Brief the AI in plain English — no prompt engineering
Proposal covers
Branded, client-ready
Close faster.
Pitch decks
Slide visuals & covers
Look the part.
One-pagers
Capability & service sheets
Leave a mark.
LinkedIn assets
Banners & profile graphics
Stand out.
Case studies
Social proof graphics
Build trust.
Social selling
Posts for outreach & warming
Start conversations.
AI Assistant

Take your AI with you, inside Ergora.

Ask for a deal briefing before a call, or get a pipeline summary with a single question inside your project.

Deal briefings

Ask the AI for a call prep brief from inside your project — full deal intelligence in minutes.

Call prepDeal briefAccount snapshot

Pipeline questions

Ask anything about your pipeline inside the chat. Lead scores, next actions, outreach drafts.

"What's closing this week?""Brief me on Acme Corp""Who should I call today?"

Pipeline reports

Generate a full sales briefing on demand — pipeline health, at-risk deals, and priorities.

Pipeline summaryAt-risk dealsNew hot leadsWeekly wins

Always on

Your AI specialist is ready inside Ergora, any time, and monitors your pipeline continuously.

Always monitoringAlways readyOne loginNo waiting
Sales Specialist Agent

Not a general AI.
A sales specialist.

Your Ergora sales agent is grounded in a curated reference library of B2B sales methodology, refreshes monthly with new research, and uses Ergora's forecasting layer to project pipeline health — so you can act before the quarter turns.

01

Grounded in elite sales methodology

A curated reference library of expert material on B2B qualification, pipeline hygiene, negotiation, and win-rate research. Your agent has absorbed the best thinking before it connects to your pipeline. Curated sales knowledge, built in.

02

Monthly knowledge refresh

Every month, your specialist automatically pulls the latest CRM updates, GTM strategy shifts, and buyer behaviour research. Always current on what's closing deals right now.

03

Integrated with Ergora’s predictive AI

Powered by Ergora’s predictive AI, your sales specialist forecasts pipeline value, deal close probability, and revenue outlook months ahead. Turn data into confidence before your next board presentation.

Built on industry intelligence

The AI that gets smarter with every deal.

Most AI forgets your pipeline the moment you close a window. Ergora remembers every account, every deal, every conversation — and is pre-trained on thousands of expert articles and sales playbooks, not anonymous internet data.

Three memory tiers

Every rep's seat learns their voice and pipeline. The shared company memory holds the whole org. Cross-business pattern learning surfaces what is working across similar B2B teams. Every call, every note, every email makes the next one sharper.

Your seatCompany memoryIndustry patterns

Expert-grade intelligence, refreshed weekly

Grounded in a curated reference library across modern sales methodology — qualification frameworks, pipeline hygiene, deal coaching, negotiation. Regularly updated so your agent coaches reps on what's working right now.

QualificationPipelineCoachingNegotiationPlaybooks

Entity memory for accounts & champions

Mention an account, champion, or competitor three times and Ergora starts researching it — funding, org changes, tech stack, recent news. By deal-stage two, you've got a briefing without lifting a finger.

AccountsChampionsCompetitorsDeals
Cross-pack signal

Finance flags an overdue invoice on an expansion account. Your sales agent pauses outreach, drafts an empathetic check-in, and briefs the AE before their next call — so you never ask an unpaid customer to buy more.

Superpowers

Built for real sales work.

Not just conversations. →
Visual Kanban pipeline
Drag deals between stages. See your entire pipeline at a glance. No spreadsheets, no CRM exports.
Stage-aware follow-ups
The AI drafts the right follow-up for every pipeline stage — send in one click from your email tool.
Call Prep in 60 seconds
Company brief, talking points, and objection handling — auto-generated before every meeting.
AI lead scoring
Hot, Warm, or Cold — the AI scores every lead from engagement signals so you know who to call first.
Always up to date
Connects to live CRM data. No exports. Your pipeline always reflects what moved today.
Your data stays yours
Deal data is fully anonymised across the network. No team ever sees another's pipeline.
1,000 creative credits/month
Proposals, pitch decks, one-pagers, video on demand. Brief the AI in plain English — done in minutes.
Win / loss intelligence
The AI analyses every closed deal and tells you exactly what wins and loses — and why.
In-app briefings
Ask for call prep or a pipeline summary inside Ergora — full briefing in minutes.
Connections

All your sales tools, flowing into one AI

Connect once. The agent reads everything. Stop switching tabs.

Ergora
HubSpot
HubSpot
LinkedIn
LinkedIn
Slack
Slack
HubSpotHubSpot
LinkedInLinkedIn
SlackSlack
ZoomZoom
NotionNotion
Google WorkspaceGoogle Workspace
XeroXero
Pricing

Ergora Cloud + Sales bolt-on

$158/month

1 seat ($99) + Sales pack ($59) · 50% off your first month

Kanban pipeline with AI Pipeline Manager and Deal Health 0-100
Built-in CRM — contacts, companies and activity log
Lead Engine: continuous inbound + outbound discovery, ICP-matched
Intent Signals: funding rounds, role hires, tech-stack shifts, site visits
Outreach Engine: DKIM senders, Reply Queue with on-brand drafts, A/B analytics
Native Bookings + AI Meeting Agent (replaces Calendly)
Meeting Brief (Auto) — chip on every event 24h before
Universal Doc Generator + Native E-Signatures + Obligations + Renewal Planner
Win/Loss Analysis with patterns flowing back into Sales Sequences
1,000 creative credits per month — proposals, decks, one-pagers, video
50% off your first month
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Frequently asked questions

Everything you need to know before you start.

Still have questions? Email us →

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