ClientForge
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Meet the ClientForge Sales Assistant.

Tell us how your business receives enquiries and what is slowing the team down. The assistant will map a sensible ClientForge starting point and send the requirement straight into our own CRM.

1Qualify the workflow
2Recommend a starting path
3Create the lead in ClientForge
4Give our team the next action

This public assistant is a guided qualification flow. AI-powered assistants and agents inside ClientForge can be enabled separately for approved CRM workflows.

ClientForge Sales AssistantGuided qualification · online
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01
How large is the team that handles customers or sales?
02
Where can an enquiry start?Select every source that matters.
03
What should improve first?
04
Which communication channels matter?
05
Where should we send the recommendation?

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