Every meeting is an opportunity to Forge stronger relationships.

Science-backed, Secure, AI-driven. You’ll never know how you went without it.

AI-Powered Insights and Research for Contacts and Deal Intelligence

Get instant client insights with Forge’s AI-powered research—auto-generated profiles, talking points, and relationship context before every meeting or communication

Research summaries for all meeting contacts in Apple and Google calendars

Curated news matched to each contacts’ interests for timely, personalized outreach

Links to Wikipedia for quick reference

Profile comparisons to reveal shared interests with your contacts

Research summaries for all contacts in Outlook calendar

Research summaries for all contacts in CRMs

Relationship Warmth scores and role accountability

Interactive visualizations that reveal contact roles and relationships.

Relationship strength analysis and indicators across your active pipeline

Client Management & Follow-up

Strengthen relationships with AI-powered follow-ups, smart reminders, and personalized engagement cues tailored to each client.

Scalable relationship-building workflow designed by sales pros

Easy tracking of action items, milestones

Auto generated sales scripts and conversation prompts

Comprehensive client journey tracking

Meeting scheduler with calendar and video intergration

Automated meeting prep summaries

Team updates on client milestones

Calendar Syncing

Sync your calendar with Forge for enhanced scheduling capabilities, AI powered meeting preparation, and improved time management and productivity

Full sync with Google calendars

Full sync with Apple calendars

Link to Google Maps for Navigation

Integration with Outlook calendar

CRM Integration

Sync your CRM with Forge to enrich contact records, log activity automatically, and power personalized outreach with AI-driven insights

2-way sync with iOS Contacts

Salesforce integration

Hubspot integration

CRM opportunity record sync

Video Conferencing

Connect your video conferencing tools to Forge to auto-link meetings, streamline scheduling, and access AI-powered insights before every call

Zoom

Teams

Google Meet

Team collaboration with shared insights

Customer Support

Get the help you need—from standard email support to dedicated, responsive assistance for growing teams and enterprises

Email support (72 hour email response)

Pro email support (24 hour email response)

Dedicated customer success contact (phone/email)

Organization wide onboarding and ongoing training

Real results from Forge® users

"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