Sales Forge

Every lead, read and worked
the second it lands.

Sales Forge is the intelligence that runs your pipeline, it scores every lead, prices every quote to win, chases every signature, and tells every rep their next move. You stay on the tools; the deals keep moving.

A CRM is a place to type. Sales Forge does the selling.

Lead IQ · scoring in real time37 scored today · 0 left cold
92
Dana M.$14.2k
Roof replacement storm 2 days ago · permit next door · 19-yr roof
Texted in 90s
74
Carlos R.$8.6k
AC install peak heat week · quote opened 3×
Call booked
88
The Pattersons$11.4k
Repipe second visit · financing viewed
Quote sent
Illustrative, every lead read and ranked the second it lands.
Let's be honest

You're not losing jobs on price.
You're losing them to silence.

The lead came in. Nobody called back fast enough. Nobody followed up a third time. The quote went out and just… sat there. That's not a sales problem, it's a follow-through problem, and it's costing you six figures a year.

Tuesday, 11:40amA $14k lead came in while your crew was on a roof. By the time anyone called, they'd booked the other guy.−$14,200
This weekYou sent four quotes. You followed up on one. The other three are worth $40k and they're going cold right now.−$40,000
Every monthHalf your leads never get a second touch. Not because they said no, because nobody got to them.−50% of pipeline
Your best closerBooks twice what your newest rep does. You've never had time to figure out exactly what he does differently.lost margin
Right nowThere's money sitting in your pipeline you already paid to generate. It's just waiting for someone to work it.paid-for, unworked

Sales Forge is the someone. It works every lead like your best rep on his best day, and it never has a bad one.

Decisions, not dashboards

Selling is a thousand
decisions a week.

It makes every one.

Most owners make a handful of these a month, on gut, when there's time. Sales Forge makes them every minute, on data, without being asked. Real moves from the last hour:

Deciding now1,847decisions today
Lead IQ
Scored a new roof lead 92 and pushed it to the topstorm two days ago, permit pulled next door, 19-year roof
+$14,200 in play
Pricing IQ
Added $900 to the Dana M. quote, and kept the winyou were 11% under market median; still wins at this price
+$900 margin
Conversion IQ
Killed the day-3 email, moved the budget to text-first0 replies across 40 sends; text-first books 3.1× more
more booked, same spend
Coach IQ
Flagged three of Dave's quotes going coldsat 6+ days with no follow-up; his close rate is a stdev low
−$31k if ignored
Customer IQ
Surfaced a $7,200 re-side on a 2019 customerwarranty lapsing and the neighbor just signed
+$7,200 found
Pricing IQ · living pricing intelligence

Not a price book.
It re-prices itself, all day.

Most contractors price off a spreadsheet they updated last spring. Pricing IQ prices off the real-time economy: your real labor and material costs and your local market, refreshed by the minute, then finds the exact number that wins the job and protects your margin.

Real-time signals watching your costs and market
LaborRegional crew cost142.6
MaterialsMaterial cost index318.4
LaborLocal wage · per hr$38.5
SupplyRoofing material · local$121.0
SupplyMetals · local$4.42
DemandDemand · your area1.18×
Roof replacement · 28 sq · your market Pricing IQ active
Recommended price$14,333Holding. Watching 6 real-time signals.
Wins the job51%likely to close at this price
Margin protected40%$5,733 kept, even as costs move
vs your spreadsheet+15%money you were leaving on the table
Illustrative. Your real costs, market, and demand drive the real-time price.
Priced off the real-time economyLabor and material costs refresh continuously, so your price is never built on last year's numbers.
Local to your marketIt prices to your area's real costs and demand, not a national average.
Win-probability pricingIt weighs the odds of closing at every price and lands where your profit is highest.
Margin floor, enforcedIt never quotes below your floor, re-prices the second costs move, and flags reps who discount past it.
Watch it work a real deal

From “new lead” to
“signed”, on its own.

One deal moving through Sales Forge end to end. Each step is a different intelligence doing the work, no one touching a keyboard. Step through it:

Lead IQ

Scored 92, qualified, and texted in 90 seconds.

Lead IQ reads the request the instant it lands, and ranks it by ForgeSignal: how big, how ready, how hot the moment is. A storm two days ago and a 19-year roof put it at the top of the pile, and the first text is out before a rep could've opened the email.

Do nothing−$14,200 if it sits 4 hours
It actsfirst responder wins the job
What Lead IQ sees
ForgeSignal92 / 100
Readsstorm + permit + roof age
VerdictHot, work it now
Speed-to-lead90 seconds
Illustrative, one deal, four engines, no one at the keyboard.
The same lead, two outcomes

One lead.
This is the difference.

A homeowner fills out your form at 11:40am on a Tuesday. Same lead, same value, watch what the intelligence changes.

Dana M. · Roof replacement · ~$14,200
Without Sales ForgeLost
  1. 11:40amLead lands in the CRM. Everyone's in the field.
  2. 4:15pmRep finally sees it, leaves a voicemail. No answer.
  3. Day 3One follow-up text. Nothing back.
  4. Day 8Buried under new leads. Forgotten.
  5. Day 14Dana signs with the contractor who called back in 5 minutes.
$14,200 lost, and you never knew why.
With Sales ForgeWon
  1. 11:40amLead IQ scores it 92 and texts Dana in 90 seconds.
  2. 11:42amShe replies. A call drops onto your calendar automatically.
  3. Day 1Pricing IQ builds the quote, priced to win, margin held.
  4. Day 2–6Conversion IQ runs the follow-ups until she answers.
  5. Day 6Dana signs. The job's on the board before your coffee.
$14,200 booked, while you were on a roof.
The intelligence under the floor

Four engines.
One sales operation.

You never open these, they're always running, and they share one memory, so a signal one catches instantly moves the rest. Tap one to see what it's deciding right now.

Scores and ranks every lead the second it lands, by size, readiness, and how hot the moment is, so the deals that pay get worked first.

Lead IQ · deciding now
  • Ranked a $32k remodel above ten cheaper leads, referral, ready in 30 days
  • Texted a storm lead in 90 seconds, storm leads decay by the hour
  • Flagged a 19-year roof from the address before the rep called
  • Cooled a price-shopper to slow-nurture, clicks, never books
Where it all lives

Everything a sale touches.
All of it, working.

Four surfaces, each with an intelligence drilldown, so a lead, a quote, a customer, or a rep is never just a row in a list. It's a read.

OpportunitiesLeads + pipeline

Every lead and open deal, scored and advanced, the cold ones revived before they're lost.

Lead IQ
ProposalsQuotes + pricing

Quotes built in minutes with financing and dynamic pricing, sent same-day, followed till signed.

Quote IQ
CustomersProfiles + lifetime value

Every customer's history, health, and next dollar, the repeat work surfaced before they lapse.

Customer IQ
CoachingRep performance

Every rep's numbers and every deal's next move, your average closer, leveled up to your best.

Rep IQ
In the field

Your closer walks in
already knowing everything.

Sales Forge puts a sales coach in every rep's pocket. Before they knock, the intelligence has done the homework, who they are, why they'll buy, the number that wins, and the answer to every objection. This is what it hands the rep at the door:

1
Ranked worklistEvery appointment ordered by what's most likely to close today, with a speed-to-lead alarm the moment a hot one cools.
2
The brief before the doorProperty, posture, close window, and why they'll buy, pulled together before the rep rings the bell.
3
The comeback to every objectionThe rebuttal that wins for your trade, served the instant the objection comes up at the table.
4
Financing and signature on the spotPresent the price, offer the monthly, close on the door, the signed deal hits the board before they leave the driveway.
Lead IQ brief · at the door
92
Dana M. · 14 Oakmont Dr
Why they'll buyStorm damage · insurance claim open
Home value$412,000 · roof 19 yrs, past due
Close windowNow, deciding this week
The number that wins$14,200 · or $198/mo
How to play it

Lead with the insurance angle, they don't know the claim covers most of it. Anchor to peace of mind, not price.

“It's more than I wanted to spend.” “Totally fair, most folks finance it. At $198 a month it's less than your deductible spread out, and the roof's covered for 25 years.”
Price only, your margins never leave the office.Illustrative, the read, not the screen.
Make every rep your best rep

Your top closer's playbook,
running on the whole team.

Coach IQ watches every call, quote, and deal, then coaches each rep through their pipeline the way you would, if you had time to sit with all of them. The gap between your best rep and your newest one closes.

Rep-close varianceCatches the closer slipping a standard deviation below the team, before the quarter does.
Discount leakageFlags the reps buying deals with margin you didn't need to give away.
Deal interventionsSpots the deal stalling and hands the rep the exact next move, in the moment.
Win-pattern transferTurns what your best closer does on the first call into a script the whole team runs.
Coaching Coach IQ · Rep IQ active
Mike R.Top closer47%
Your benchmark, Coach IQ learns his moves.
Sarah K.Rising38%
+9 pts since coaching started.
Dave T.Needs help29%
A stdev below team, Coach IQ stepped in today.
Illustrative · close rate by rep
You set how far it goes

Full autopilot, or
approve every move.

Sales Forge works the pipeline as much or as little as you allow. Set the posture once, it runs the loop, you manage outcomes. Change the leash anytime, per rep or per stage.

It works leads, sends quotes, and chases signatures end-to-end.

YouYou manage outcomes
Sales ForgeRuns the loop
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