Download the Forge app.
Take the power of Forge with you wherever your clients are—whether it's in their office, at dinner, on the golf course, or at a conference. Perfect for sales reps on the go.
Research
Impress every new client by learning their background
AI briefings synced to reps’ calendars
Automatically converts simple email addresses found in calendar invites and contact records into rich AI-summarized personal profiles for fast reading. Discovers noteworthy personal nuggets that flatter customers, such as the languages they speak, countries they’ve lived in, and where they volunteer their time. Pushes smart briefings to reps before meetings so they’re always prepared.
Listen
Leverage psychology to make clients instantly like you
AI coach teaches active listening and sales process
Provides meeting scripts that get clients talking about what you need them to: themselves and their business problems. Trains reps in the most powerful relationship development technique known to science: active listening. Provides fast logging of the key client insights reps hear, in literally any client setting: restaurants, conferences, golf courses, and sporting events, as well as on Zoom, Google Meet, and Teams.
Recall
Make every client feel like they’re your only client
Reps develop rapport and trust with well-timed prompts
Summarizes both public data as well as personal and family details privately shared by clients. Curates latest trending news to create relevant outreach opportunities and meeting icebreakers so reps look thoughtful (while also avoiding first-minute meeting awkwardness). Creates alerts and custom messages for logged customer milestones like clients’ birthdays, kids’ graduations, relatives’ surgeries, pets’ adoption dates, and any other noteworthy event.