State of AI Search 2026: the new visibility gap.Download report
A SaaS founder working on his laptop at a sunlit desk, with the city through the window behind him.

Erlin for SaaS

Get discovered by buyers. Turn interest into qualified demos

Help buyers find your software in AI search, get answers to their questions, and take the next step. Erlin qualifies inquiries and guides prospects toward a demo, trial, or signup.

SaaS and B2B companies growing with Erlin

See all customers
SaaS

A content engine aimed at searches that end in a demo.

Latent
SaaS

Pages that answer the question buyers arrived with.

Thena.ai
SaaS

Citations that give AI a reason to recommend it.

TrustEvals.ai
Law firm

Getting the firm recommended when people ask AI.

Defend My Biz
Logistics

Organic visibility across UAE delivery searches.

Jeebly
Fintech

Keeping every page current, so it keeps earning.

Jify
B2B services

Building visibility on the questions B2B buyers ask.

VCSO
Fintech

Answering how buyers research digital gold.

Safegold

Help buyers find you, understand your product, and take the next step

Reach buyers while they research, give them answers while they evaluate, and turn their interest into qualified inquiries.

Get discovered in AI search

Help your software appear when buyers ask about the problems you solve, compare options, and look for alternatives.

Claude

best tool for a 40-person team moving off spreadsheets

Three come up most: Rival A, your workspace, and Rival B. Yours is the quickest to set up, and it’s priced per seat.

Your product is listed

Turn questions into action

Answer product questions while buyers are interested. Help them book a demo, start a trial, or sign up.

Emma ClarkeSales · Replies instantlyIntegrations

Does it sync with HubSpot?

Read your integrations page

Yes, both ways. New contacts and deals sync, and you choose the fields.

Great. Can we see it working?

Of course. Do either of these work for a short call?

Thursday, 11 amFriday, 2 pm

Give sales better leads

Qualify inquiries against your business goals, with the context your team needs to follow up.

Leads38 qualified
QualifiedNeeds reviewSpam
  • Ava MitchellRolling out to about 40 peopleQualified40 seats · this quarter · budget holder
  • Marcus DoylePricing for 200 seatsQualified
  • Priya RaghavanMigrating from a spreadsheetQualified
  • Renata AlvesAsked about SSO and rolloutQualified
  • Daniel OkaforReplacing a tool they outgrewQualified
  • Rosa IglesiasAsked for a call next weekQualified

Get considered at every stage of the buying journey

Understand what buyers ask AI, how your software appears in the answers, and what to improve so you’re considered more often.

Explore AI Visibility
Prompt discovery7 new
Suggested for youYour own
PromptIntentVolStage
  • how to move a team off spreadsheets590Fit
  • best project tool for a remote team880Compare
  • rival a alternatives for small teams320Compare
  • team workspace with hubspot sync140Solution
  • how much does a team workspace cost260Purchase
  • track approvals across teams390Solution
  • rival a vs rival b for 40 people210Compare
  • switching tools mid-quarter70Key event
  • team workspace with soc 2110Purchase
  • what is a shared team workspace480Fit

Focus on the work that helps you win more buyers

Erlin prioritizes opportunities by effort and impact, so your team knows what to work on, why it matters, and who’s responsible.

Explore Opportunities

Create or improve the right pages

Find gaps in your product pages, comparisons, guides, and FAQs that leave buyers’ questions unanswered.

Claude

rival a alternatives for a small team

The usual alternatives are Rival B for simple boards, and Rival C if you want docs in the same place.

Is your product listed?
Opportunity
New ContentPriority 90

“Rival A alternatives for small teams”

Your AI visibility45% to 20%
Why it matters

No page on your site compares you with Rival A, so AI answers with the pages that do.

No page answers this
Recommended action

Create a “Rival A alternatives” comparison page

Closest page: /features/projectsTechnicalAbout 2 days
Named instead of you
Rival ARival BRival CNamed in 38 answers this month

Create content that helps buyers choose your software

Turn insights from Opportunities into content that answers real buying questions and explains where your product fits.

Product and use-case pages

Show buyers what your software does, who it helps, and how it solves the problems their team faces.

Comparisons and alternatives

Help buyers understand meaningful differences between options, including features, pricing, and suitability for their needs.

Guides, articles, and FAQs

Answer the questions that come up during research and evaluation, from getting started to integrations and switching tools.

Research, outline, write, and improve, all in one workflow

Erlin researches competing content and customer questions, builds an editable outline, and writes using your brand’s voice and product knowledge. Review the draft, improve existing pages, and publish to your connected CMS when you’re ready.

Research competing content and questions

See the pages buyers compare you against, the questions they ask, and the gaps no one answers.

Research Brief
Rival A alternatives for small teams · Comparison
Questions buyers ask · 12
  • Is Rival A worth it for 40 people?
  • What’s cheaper than Rival A?
  • Can I import from spreadsheets?
  • Does it sync with HubSpot?
  • How long does setup take?
Competing pages · 8
  • g2.comTop Rival A alternatives 2026
  • capterra.comRival A alternatives, compared
  • rivalb.comWhy teams switch from Rival A
Gaps competitors missPricing for 40 seatsMoving off spreadsheetsSetup time

Build an editable outline

Shape the structure and approve it before the draft begins.

Outline
Drag to reorder
  1. 1The short answer: which tool suits which team
  2. 2Pricing for a 40-person team
  3. 3Moving off spreadsheets
  4. 4Integrations: HubSpot, Slack, Google Calendar
  5. 5Questions buyers ask
Approve and writeChange direction

Write with your voice and product knowledge

Article View
Your voiceProduct factsApproved claims

Rival A alternatives for small teams

If your team of 40 is outgrowing spreadsheets, most teams are set up in a day, and pricing is per seat with a discount from 25.

Review the draft

Article View
e
The pricing section doesn’t say what 40 seats costs.
MK
Add the per-seat price and the discount.
Revised by Erlin

Priced per seat, with a discount from 25 seats.

KeepUndo

Improve existing pages

Update Content
/integrations/hubspot

Connect HubSpot in a few clicks. New contacts and deals sync both ways, and you choose which fields to map.

Answers “Does it sync both ways?”Accept 2 editsReview

Publish to your connected CMS

Publish
WebflowConnected
  • Rival A alternatives for small teamsComparisonPublish
  • HubSpot integrationProduct pagePublished

Your team reviews every page before it goes live.

Explore AI Content

Turn interested visitors into qualified demos

Give buyers answers while they’re exploring your website. Erlin keeps the conversation relevant, checks fit, and helps them take the next step.

Explore AI Website Chatbot

Answer the questions holding them back

Help buyers understand your features, pricing, integrations, and setup using information from your website, documents, and Brand Memory.

Emma ClarkeSales · Replies instantlyIntegrations

Do you integrate with HubSpot?

Read your integrations page

Yes. New contacts and deals sync both ways, and you choose which fields to map. Setup takes about ten minutes.

From: Integrations · HubSpot guide

Is it included in the Team plan?

It is, along with Slack and Google Calendar. Only the API is on Business.

From: Pricing

Qualify while they explore

Ask relevant questions about their needs, team, and timeline. Qualify inquiries against the criteria that matter to your business.

Emma ClarkeSales · Replies instantlyPricing

Hi, how does pricing work for a team of about 40?

Read your pricing page

It’s per seat, with a discount from 25 seats. What would your team want working first?

Getting everyone off spreadsheets before the quarter ends.

Who else will be part of the decision?

Me and our head of ops.

Graded: qualified · 40 seats, this quarter

Help them book, try, or sign up

Help qualified buyers book a demo or meeting. Guide others toward a free trial or self-serve signup, depending on your goals.

Emma ClarkeSales · Replies instantlyPricing

A 40-person rollout is worth a short call. Do either of these work?

Thursday, 11 amFriday, 2 pm

Thursday works. Can my team try it first?

Of course. Here’s a 14-day trial for your workspace, and I’ve sent the invite for Thursday.

Booked · trial started

Keep inquiries moving, even when your team is busy

Respond to new inquiries and continue the conversation across email and chat. Collect the details your team needs without making buyers start again.

Explore Lead Qualification · Beta

Follow up while interest is high

Answer inquiries and follow-up questions when your team is busy or offline, so buyers aren’t left waiting.

1 of 124 in LeadsQualifiedOpen in CRM
Ava MitchellComposeOpen threadRecord details
  • NameAva Mitchell
  • Emailava.mitchell@gmail.com
  • Phone+1 415 555 0142
  • CompanyNorthwind Supply
  • LocationOakland, CA
  • SourceWebsite chat, Google Ads
  • Team size40 to start, three teams
  • TimelineLive before the quarter ends
ListsQ4 rolloutEnterpriseSignals
  • Sent a brief without being asked twice
  • Named a date, not a quarter
  • Comparing against Northline
Created 4 minutes ago by Erlin
OverviewActivityEmails3Chat1Files1
Website chatToday, 9:42 to 9:48
We're looking at rolling this out to about 40 people this quarter.9:42Sounds like a fit. What would you want working first?9:42Getting the team off spreadsheets, before the quarter ends.9:43Checked against your qualification rulesCan you share the brief? It saves me guessing at the scope.9:44Sending it now.Team-rollout-brief.pdf240 KB9:46Graded qualified, 9:47That's a fit. I've held Thursday at 11 am and will email the invite.9:47Perfect, thanks.9:48Moved to email, 9:48
Reply as your team

Give sales the full context

Keep the buyer’s needs, qualification details, files, and conversation together, so your team can pick up where Erlin left off.

1 of 124 in LeadsQualifiedOpen in CRM
Ava MitchellComposeOpen threadRecord details
  • NameAva Mitchell
  • Emailava.mitchell@gmail.com
  • Phone+1 415 555 0142
  • CompanyNorthwind Supply
  • LocationOakland, CA
  • SourceWebsite chat, Google Ads
  • Team size40 to start, three teams
  • TimelineLive before the quarter ends
ListsQ4 rolloutEnterpriseSignals
  • Sent a brief without being asked twice
  • Named a date, not a quarter
  • Comparing against Northline
Created 4 minutes ago by Erlin
OverviewActivityEmails3Chat1Files1
GradeQualifiedFirst reply42 secondsNext stepThu 11 amWhy it qualified
  • Twenty or more employees
  • Based in the UK or the US
  • Live within three months
  • Not an agency or a reseller
  • A budget holder on the thread
Erlin asked who signs off and did not get a name. Still qualified on the other four; the record updates if one joins the thread.
Goal3 of 4
  • Contact captured
  • Brief received
  • Meeting booked
  • Handed to sales
AttachmentTeam-rollout-brief.pdf240 KB, read by Erlin
ActivityView all
  • Inquiry arrived on website chat4 min
  • Graded qualified against five rules4 min
  • Brief received, Team-rollout-brief.pdf3 min
  • Moved to email3 min

Keep your team in control

Set qualification rules and guardrails, filter spam, and decide when a conversation should move to a person.

Qualification rules

Trigger

A new inquiry arrives, on any channel
  • Twenty or more employeesMandatory
  • Based in the UK or the USMandatory
  • Wants to be live within three monthsMandatory
  • Not an agency or a resellerMandatory
  • A budget holder is on the threadOptional
Add rule
  • Approved claimsActive
  • ComplianceActive
  • LegalReview

See which channels bring leads worth following up on

Bring lead sources, qualification results, and conversations together. Understand where relevant inquiries come from and where your team should focus.

Explore AI CRM & Analytics · Beta
LeadsLast 30 days
124Total leads31New38Qualified9In conversation18Spam
AllQualifiedNeeds reviewNewest
  • Ava MitchellRolling out to about 40 people4 minQualified
  • Marcus DoylePricing for 200 seats12 minQualified
  • DWDan WhitfieldPartnership inquiry19 minSpam
  • Priya RaghavanMigrating from a spreadsheet28 minQualified
  • Tom BrennanWants a reseller discount1 hrNeeds review
  • Renata AlvesAsked about SSO and rollout2 hrQualified
  • ?No name givenForm submission3 hrSpam
  • Daniel OkaforReplacing a tool they outgrew4 hrQualified
  • Rosa IglesiasAsked for a call next week5 hrQualified
  • KMKev MackieStudent, writing a dissertation6 hrNeeds review
By channelSourceLeadsQualifiedRate
  • Website chat461941%
  • Email381437%
  • Website form22418%
  • Google Ads1218%
  • Social600%
Leads per day7Aug 23Sep 6Sep 21ChatEmailForms124 in the period

Compare lead quality by source

See which channels bring qualified inquiries, so you can assess performance beyond traffic and form submissions.

Understand why each lead qualifies

See the information behind each qualification decision, what the buyer needs, and what should happen next.

Keep records ready for your team

Capture details as conversations happen. Keep leads in Erlin or connect your existing CRM, such as HubSpot or Zoho CRM.

Keep your product story consistent, from content to conversations

Brand Memory brings your product knowledge, voice, and business guidance into Erlin’s work, so your team spends less time repeating itself.

Explore Brand Memory

Erlin learns from your feedback

Save corrections and preferences so future content reflects what you’ve already taught Erlin.

Brand Memory12 learned
Learned from your feedback
  • Say “workspace”, never “platform”.MK’s feedback on “Rival A alternatives” · Just nowUsed in every draft from now on
  • Give the per-seat price when pricing comes up.JL’s edit on “Plans and pricing” · 2 days ago
  • Don’t promise features on the roadmap.MK’s feedback on a chat transcript · Last week
  • Mention SOC 2 once, not in every section.SR’s feedback on “Security” · Last week
  • Use “your team”, not “users”.JL’s edit on “Moving off spreadsheets” · 2 weeks ago

Explain your product clearly

Use your product details and positioning to explain what your software does, who it’s for, and where it fits.

Brand MemoryProduct
Your product
What it does

One shared workspace for teams moving off spreadsheets: projects, docs and approvals in one place.

Who it’s forTeams of 10 to 200Remote and hybridOps and marketingWhere it fits
  • vs spreadsheetsPermissions, history and approvals built in
  • vs Rival ASimpler setup, priced per seat, no minimum
  • vs Rival BBuilt for teams under 200, not enterprises
Team plan and Business plan · per seat

Set clear boundaries

Define approved claims, topics to avoid, and when your team should step in, so conversations stay within your guidance.

Brand MemoryGuidance
Your boundariesApproved claims
  • Set up in a day for most teams
  • SOC 2 Type II
  • Two-way HubSpot sync
Topics to avoidRoadmap datesCustom discountsCompetitor pricingBring in a person when
  • The deal is over 100 seats
  • They ask about security reviews
  • They ask for a person

Work with the tools your team already uses

Publish content to WordPress or Webflow, connect your inboxes and calendars, and send qualified leads to your CRM. Keep your team informed without adding more manual work.

Publish your content

  • WordPress
  • Webflow
  • Framer (coming soon)
  • Contentful (coming soon)
  • Ghost (coming soon)

Connect your conversations and calendar

  • Gmail
  • Outlook
  • Calendly
  • Cal.com
  • Google Calendar

Keep your team up to date

  • HubSpot
  • Zoho CRM
  • Slack
  • Zapier

Frequently asked questions

How does Erlin help SaaS companies get discovered in AI search?

Erlin shows you the questions buyers ask, how your software appears in AI answers, and which competitors and sources influence those answers. It then identifies opportunities to improve your content and presence.

Can Erlin help with competitor comparisons and alternative searches?

Yes. You can track relevant comparison and alternative questions, inspect the answers, and find content opportunities that help buyers understand how your product differs.

What kinds of SaaS content can Erlin create?

Erlin can help create product pages, use-case pages, comparisons, alternative guides, long-form articles, and FAQs. It researches the topic, builds an outline, and writes a draft using your brand and product knowledge for your team to review.

Can Erlin improve content we already have?

Yes. Erlin identifies pages that could better answer buyers’ questions and suggests updates. Your team can review the changes, refine the copy, and choose what to publish.

Can we use Erlin for demos, free trials, and self-serve signups?

Yes. Set the next step around your business goals. Erlin can help buyers book demos or meetings, or guide them toward your trial and signup pages.

How does Erlin decide whether a lead is qualified?

You define the criteria, questions, and goals. Erlin uses those rules and the information shared in the conversation to assess fit and record the reasoning behind the decision.

Can our sales team take over a conversation?

Yes. Set when Erlin should hand a conversation to your team, or step in when needed. Your team can see the conversation and collected details before responding.

Does Erlin replace our CRM?

No. You can connect your existing CRM, such as HubSpot or Zoho CRM, or use Erlin’s CRM. AI CRM & Analytics is currently in beta.

Can we see which channels generate qualified leads?

Yes. Erlin brings lead-source information and qualification results together, helping you compare the quality of inquiries from different channels.

Turn your next AI discovery into a qualified demo

Help buyers find your software, get the answers they need, and connect with your team when they’re ready.

Book a demo (opens in a new tab)
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