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.

  • Prioritize high-potential leads and track deal progress in real-time, with smart metrics.

  • Gain clearer insights into every deal and ensure your team stays focused and leaders stay informed.

Close more deals, faster.

  • Automate follow-ups and relationship-building tasks to close more deals efficiently.

  • Performance insights help fine-tune coaching and keep momentum strong.

Drive CRM adoption & engagement.

Forge makes it effortless for your team to use your existing CRM by simplifying data input and delivering smart prompts to keep the system updated. The result? Better adoption, smoother workflows, and higher engagement across the board.

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.

Once you use Forge, you won’t go back.

  • ⭐️ ⭐️ ⭐️ ⭐️ ⭐️

    "In building a new company, I've quickly learned that developing strong, human-centric relationships is a force multiplier. Forge takes it to another level by putting theory into practice. It makes the traditional methods of notes, calendar reminders, spreadsheets, and relying on memory feel archaic. Every founder (& human) should be using Forge."

     — Braeden, Co-Founder & CEO

  • ⭐️ ⭐️ ⭐️ ⭐️ ⭐️

    “I want my clients to feel like I don’t work with anybody else, and Forge gives me ways to connect on a deeper level with them. I find communication is so easy, but now thanks to Forge I’m listening a little bit deeper than I was... this app means a lot to me because it is who I am, and it’s easy to work with something when it works well with me.”

     — Stacy, Realtor

  • ⭐️ ⭐️ ⭐️ ⭐️ ⭐️

    “It’s the 21st-century equivalent of writing things down… Forge consolidates what I need to know to push a sales relationship forward, and reminds me to take appropriate steps to do it.”

    — Dominic, Senior Director of Sales

  • ⭐️ ⭐️ ⭐️ ⭐️ ⭐️

    “Forge is a mindset coach; it ensures I practice the right behaviors when it comes to building relationships with my clients and network. By listening to my clients and recalling what’s important to them at the right time, I’m able to connect more deeply than I was doing so before.”

    — Holly, Realtor

  • ⭐️ ⭐️ ⭐️ ⭐️ ⭐️

    "Forge was the key factor that allowed me to close our company’s biggest-ever deal. There’s no other way I would’ve been able to build trust with 20 new decision makers and key influencers in the time available. Forge is essential for getting big deals done."

    — Shawn, Director of Infrastructure Sales

  • ⭐️ ⭐️ ⭐️ ⭐️ ⭐️

    “I’m using Forge for a huge meeting that I have on Wednesday with a general – it’s been extremely helpful for me. I absolutely love it... it’s such an amazing product!”

     — Sara, Founder & CEO

  • ⭐️ ⭐️ ⭐️ ⭐️ ⭐️

    "I love this, it’s exactly what I’ve wanted and it’s who I am. Forge will be a powerful tool for our producers as well since their business is so strongly driven by their relationships. Forge is a game-changer.”

     — Mike, SVP and Co-Head of Investment Sales

  • ⭐️ ⭐️ ⭐️ ⭐️ ⭐️

    "Relationships are the foundation for doing business, and Forge enables relationships by remembering and preparing you with the important details of the people you meet with. I highly recommend using Forge every day.”

     — Geoff, Global TelCo VP

  • ⭐️ ⭐️ ⭐️ ⭐️ ⭐️

    "Forge has seriously changed the way I manage my relationships. It's helped me go beyond just hearing what my clients say and actually listening to the important details that matter to them. By keeping track of the right info at the right time, I’ve been able to build stronger, more personal connections. It’s made me way more attentive and reliable, which has really boosted the trust my clients have in me."

    — Charlie, Partner and Chief Commercial Officer

  • ⭐️ ⭐️ ⭐️ ⭐️ ⭐️

    “Forge is the best mobile CRM experience I’ve ever seen, and I’ve seen them all. It understands what’s actually important in sales conversations.”

    — Dan, Senior Director of Sales