IntelligenceSuite
ForgeAI is your always-on teammate: ask it anything about your pipeline and it can set tasks, book appointments, and log notes on request. Behind the scenes it flags stalled deals and hot leads, drafts follow-ups in your voice, places outbound calls and two-way SMS conversations to qualify leads at scale, and logs every click-to-call straight back to the contact record.
- Ask ForgeAI anything about your pipeline
- Set tasks, reminders, and appointments on request
- Every action confirmed before it happens
- Log contact notes without opening the record
- Draft emails or SMS on request, not automatically sent
Your always-on teammate.
Ask ForgeAI anything about your pipeline — who to call next, which leads are going cold, what's due today — or ask it to set a reminder, book an appointment, log a note, or draft a message. Every action is confirmed before it happens, so you stay in control.
Active on all pages
AI panel available workspace-wide
Auto-save voice notes
Tasks & calls still confirm first
Never let a hot lead go cold.
ForgeAI flags stalled deals and hot leads before you have to go looking for them.
- Ongoing pipeline insights, not a one-off report
- Flags at-risk deals and hot leads
- Suggests what to do next
At-risk deals
Leads going cold
Priority calls
Who to call and why
Calls and texts, handled.
Real outbound calling and two-way SMS conversations, not a chatbot gimmick.
- AI voice calling from custom scripts and campaigns
- Two-way SMS conversations that qualify leads
- Click-to-call logged straight to the contact record
Unlimited plan
$399/month, active
300 text conversations
Included this billing period
Draft it in your voice.
ForgeAI Writer grounds every draft in your actual pipeline data, not generic templates.
- Listing copy drafted from real property facts
- Follow-ups and replies grounded in contact history
- Draft, don't auto-send — you approve every message
Grounded in real data
David Smith · Under Offer
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Frequently asked questions
Set tasks and reminders, book appointments, log contact notes, and draft emails or SMS — on request, with actions confirmed before anything is sent.
Yes — AI Voice Calling and AI SMS Conversations are real, working features that place outbound calls and hold two-way SMS conversations to qualify leads.
Pipeline insights (hot leads, at-risk deals) are available on Agency plan and above — see the Pricing page for the full breakdown.
No — it drafts listing copy, follow-ups, and replies for you to review and approve before anything sends.
Yes, both AI Voice Calling and Click-to-Call are automatically logged back to the contact's record in your pipeline.
Yes — the AI hands off to an agent when it's time to talk, and you can take over the conversation manually at any point.