Empower leaders and sales teams to win together.

Arm your sales teams with AI-driven insights and provide leaders with the data they need to drive performance, all in one platform.

Why teams are choosing Forge.

The key to Forge’s value lies in the synergy between reps and leaders. By making it easier for reps to adopt the platform and use AI-driven insights, Forge ensures that sales leaders get better data and more control over their pipeline. Together, they can boost productivity, increase CRM usage, and close more deals—all with less friction.

Boost pipeline quality & visibility.

  • Understand your pipeline at a glance with Forge’s Relationship WarmthScores—a visual indicator of deal potential, helping you prioritize leads efficiently.

  • Track deal progress in real-time with smart metrics and ensure your team focuses on opportunities with the highest likelihood of success.

  • Gain clearer insights into every deal and ensure your team stays informed and aligned, keeping leadership in the loop.

Close more deals, faster.

  • Leverage VisualZipper to identify which team members have the strongest ties to your prospects, enabling stronger relationship building and a higher likelihood of closing the deal.

  • Automate follow-ups and relationship-building tasks to streamline your sales process and close more deals efficiently.

  • Gain actionable performance insights to fine-tune coaching and maintain deal momentum.

Drive CRM adoption & engagement.

  • Stay prepared for meetings by instantly accessing what you know about the client, your meeting history, and recent interactions—all in one organized place.

  • Simplify CRM usage with smart prompts that make it effortless to capture and update key relationship details—leading to higher CRM adoption across your team.

DATA
Win probabilities grow as relationship strength grows.

Buyers want to work with sellers they trust, and trust begins when buyers believe your reps see them as real people, not paychecks.

According to HubSpot, 82% of reps say that relationship building is both their most important job and the most enjoyable part of their job.

Forge® excels at this critical mission, creating wins for clients, wins for your reps, and wins for you.

Dive into the nitty gritty.

Sales leaders

  • Forge uses the Warmth Score to analyze your team’s activity, helping you identify which deals are solid and which need attention. Focus on deals that matter most, cutting through pipeline noise and improving your sales accuracy.

  • Forge enhances collaboration by letting team members easily share insights and client details. This alignment boosts productivity and allows you to identify strengths and areas for improvement across your team.

  • Forge’s AI analyzes interactions to provide reliable sales projections. With clear data on which deals will close and when, you can plan and forecast revenue with confidence.

  • Forge acts as a virtual coach, guiding reps with AI-driven insights and helping them stay prepared, so you can focus on the big picture without constantly managing the details.

Sales professionals

  • Forge helps you quickly understand your clients and build trust, allowing you to form meaningful connections faster.

  • Stay on top of commitments with Forge’s reminders and alerts, ensuring you always follow through.

  • Forge equips you with expert insights and relevant news, helping you add value and establish credibility with clients.

  • With AI-driven prep and organized client information, Forge ensures you’re always ready for meetings and conversations.