Forge
Sales & CRM automation agent
Forge is a sales-operations specialist working inside the client's existing CRM. It reviews every inbound lead, enriches and scores it against the team's criteria, updates records, and drafts the right follow-up so reps spend their time on deals that count.
- Industry
- B2B sales
- Year
- 2025
- What we ran
- AI engineering, CRM integration, delivery
Records reps can trust
Every inbound followed up
Less manual data entry
The problem
Good leads went cold while reps chased the wrong ones. Data entry ate selling time, the CRM filled with duplicates and blanks, and follow-ups slipped through the cracks between busy days.
How we solved it
ASD AI deployed a qualification expert connected to the existing CRM and inbox. It captures leads from current sources, enriches and scores them on the team's own rules, keeps records tidy, and queues personalized follow-ups for rep approval.
What it does
Captures and qualifies leads inside the existing CRM and inbox
Enriches, scores and de-duplicates records against the team's criteria
Drafts personalized follow-ups and books meetings for rep approval
Keeps every stage and field updated so the pipeline stays trustworthy
Under the hood
- CRM integration
- Lead enrichment
- Scoring & routing
- Workflow automation
What would your expert team take on?
Tell us the work that eats your week. We'll show you which AI expert takes it off your plate — working inside your existing systems — and what it saves you.