Ergo

What do they actually do

Ergo builds an agent-style AI layer that sits on top of a company’s sales tools (Zoom/recordings, Gmail, Slack, phone) and CRM (Salesforce/HubSpot). It ingests calls, emails and chats to extract notes, next steps and blockers, then writes that information back into CRM fields and tasks so records stay current without manual entry joinergo.com/product. The system also scans the pipeline for stale deals, drafts or sends follow-ups, and alerts leadership with risk signals and trends based on cleaner CRM data joinergo.com/product, joinergo.com.

The product is live with growing tech customers (logos include Delve, Rho, Greptile, CloudNC, Whop, and Sully.ai), and the team emphasizes white‑glove onboarding and founder‑led support for initial deployments joinergo.com. Reported outcomes are primarily customer‑reported and include hours of rep time saved each week, faster cycles, and recovered pipeline joinergo.com and founder posts.

Near‑term focus is scaling the core: deeper integrations, safer configurable automations (e.g., automated follow‑ups, task creation), and better org‑level reporting, while moving from bespoke rollouts to faster, repeatable onboarding joinergo.com/product, YC profile, YC jobs.

Who are their target customer(s)

• Sales reps (AEs/SDRs): After calls and email threads, they lose selling time to manual note taking and CRM updates, which leads to slow or missed follow‑ups and stalled deals. They want call summaries and follow‑up drafts created automatically and synced to CRM joinergo.com/product.
• Sales Ops / RevOps managers: They inherit incomplete CRM data and spend hours cleaning records and creating tasks so forecasts and pipeline reports are usable. They need reliable capture of activity and automatic field/task updates to keep CRM accurate joinergo.com/product, YC profile.
• Heads of Revenue / VP Sales: They lack real‑time visibility into at‑risk opportunities and consistent follow‑up, making coaching and resourcing harder. They need stale‑deal surfacing, risk alerts, and recommended actions tied to the pipeline joinergo.com/product.
• Fast‑growing startups with small/no ops teams: They can’t staff dedicated ops but need CRM hygiene and repeatable follow‑ups as deal volume grows. They want hands‑on onboarding and automation to replace manual, variable processes joinergo.com, YC jobs.
• Companies with fragmented comms tied to HubSpot/Salesforce: Critical context lives in Zoom, Gmail and Slack but doesn’t make it into the CRM, so deals slip and information gets lost. They need multi‑channel ingestion that pushes facts to CRM so records reflect what actually happened joinergo.com/product.

How would they acquire their first 10, 50, and 100 customers

• First 10: Close founder‑led, high‑touch pilots via YC, warm intros and inbound. Run 4–6 week pilots that connect Zoom/Slack/email to CRM, track rep hours saved and pipeline recovered, and convert pilots into case studies and referrals joinergo.com/product.
• First 50: Package a rapid‑onboarding play (standard connectors + 1–2 week config) using early case studies as proof. Hire a growth lead and CS to run targeted outbound to similar profiles and a referral/discount program to expand YC jobs.
• First 100: Adopt hybrid GTM: scaled inside sales plus self‑serve for small startups, a partner channel with HubSpot/Salesforce implementers, and focused content/webinars with an ROI calculator to drive inbound. Invest in automated onboarding, templates, and an integrations marketplace to reduce founder‑led setup joinergo.com/product, YC profile.

What is the rough total addressable market

Top-down context:

Ergo targets companies running sales on major CRMs and common comms tools. Salesforce is widely cited at 150,000+ customers globally and HubSpot reports 247,939–279,000 customers in 2024–2025, underscoring a large installed base of CRM users Vention, HubSpot IR, HubSpot Q4’24 PDF.

Bottom-up calculation:

If Ergo sells into CRM-powered B2B teams and reaches roughly 156k suitable companies worldwide (post overlap), with an average 12 sales seats per company and $100/user/month pricing, revenue TAM is about 156,000 × 12 × $100 × 12 ≈ $2.25B. This frames the initial wedge across Salesforce/HubSpot customers operating active sales motions.

Assumptions:

• Combined Salesforce (150k+) and HubSpot (≈248k–279k) bases with ~25% overlap and ~40% having active B2B sales teams yields ~156k suitable companies Vention, HubSpot IR.
• Average team size in target segment ~12 sales seats per company.
• Illustrative pricing of ~$100 per user per month for Ergo’s automation layer.

Who are some of their notable competitors

• Gong: Conversation intelligence that records/transcribes sales interactions, highlights buyer signals and action items, and syncs insights to CRM for coaching and deal execution gong.io.
• Chorus (ZoomInfo): Call recording and analysis tied to deals in CRM, used mainly for coaching, deal reviews, and follow‑up content zoominfo.com.
• People.ai: Autocaptures sales activity across email/meetings to populate CRM and improve pipeline hygiene, feeding forecasting and analytics for RevOps people.ai.
• Avoma: AI meeting assistant for recording/transcription, notes and summaries that sync to CRM — popular with smaller teams for fast meeting‑to‑CRM workflows avoma.com.
• Clari: Revenue platform focused on pipeline health and forecasting; autocaptures activity and surfaces at‑risk deals and recommended actions at the org level clari.com.