The AI Workforce for Your Plant's Back Office
Quote faster, win more jobs, and increase margin with a team of 24/7 AI workers.
AI Workers for Every Department
AI Sales Coordinator
Your 24/7 first responder for every sales inquiry.
- ✓Monitor and triage inbound inquiries across email, web forms, and portals
- ✓Qualify leads based on your criteria (revenue, industry, location)
- ✓Book meetings directly into sales calendars with full context
- ✓Follow up on quotes at optimal intervals
- ✓Route complex requests to the right technical experts
AI Sales Coordinator
Your 24/7 first responder for every sales inquiry.
- ✓Monitor and triage inbound inquiries across email, web forms, and portals
- ✓Qualify leads based on your criteria (revenue, industry, location)
- ✓Book meetings directly into sales calendars with full context
Forgepoint integrates with all of your existing software
Our AI workers log into your ERP, CRM, email, spreadsheets and portals—just like your team.
Why High Performance Plants Choose Forgepoint
Works with your systems
Our AI workers log in and act like a human would.
You're in control
You decide what needs review before sending.
Rapid ROI
Go live in 30 days and start seeing ROI immediately.
Onboard your AI workforce in 30 days.
We train your AI workers.
- You connect your ERP, CRM, Email, and Sharepoint
- We train your AI workers how to perform your unique workflows
Your team starts delegating.
- We coach your team on how to delegate, review, and escalate
- We monitor AI actions against test cases and tune rules
You save 15+ admin hours per job.
- You have full visibility into all AI actions, with adjustable guardrails
- Your plant runs faster than ever before
- Day 1
We train your AI workers.
- ✓You connect your ERP, CRM, Email, and Sharepoint
- ✓We train your AI workers how to perform your unique workflows
- Day 15
Your team starts delegating.
- ✓We coach your team on how to delegate, review, and escalate
- ✓We monitor AI actions against test cases and tune rules
- Day 30
You save 15+ admin hours per job.
- ✓You have full visibility into all AI actions, with adjustable guardrails
- ✓Your plant runs faster than ever before
Enterprise-grade security
Human-in-the-loop controls
You choose what's auto-sent vs reviewed.
Full audit trails
Every action is logged and searchable.
Encryption at rest & in transit
Modern TLS in transit; strong encryption at rest.
SOC 2 Type II in progress
Controls are implemented and under audit.
What our AI workers can do
Lead Intake
Capture and triage sales inquiries from every channel.
Lead Qualification
Score and qualify leads based on your custom business rules.
Meeting Booking
Book sales meetings directly to the right team calendar.
Pre‑Quote Prep
Assemble specs, drawings, and history for sales.
RFQ Intake
Parse RFQs from PDFs, emails, Excel, and other formats.
Spec Clarifications
Find spec gaps and request missing technical details.
Quote Pricing
Calculate pricing using ERP & Excel models.
Part Substitutions
Suggest compatible alternatives when parts are unavailable.
Order Status
Provide instant answers on order and shipment status.
Shipment Updates
Push order and shipping updates to customers automatically.
Document Requests
Send invoices, COAs, and packing slips instantly on demand.
Reshipments & RMAs
Handle replacements and returns smoothly with tracking.
Lead Intake
Capture and triage sales inquiries from every channel.
Lead Qualification
Score and qualify leads based on your custom business rules.
Meeting Booking
Book sales meetings directly to the right team calendar.
Pre‑Quote Prep
Assemble specs, drawings, and history for sales.
RFQ Intake
Parse RFQs from PDFs, emails, Excel, and other formats.
Spec Clarifications
Find spec gaps and request missing technical details.
Quote Pricing
Calculate pricing using ERP & Excel models.
Part Substitutions
Suggest compatible alternatives when parts are unavailable.
Order Status
Provide instant answers on order and shipment status.
Shipment Updates
Push order and shipping updates to customers automatically.
Document Requests
Send invoices, COAs, and packing slips instantly on demand.
Reshipments & RMAs
Handle replacements and returns smoothly with tracking.
Order Entry
Turn purchase orders into clean, accurate ERP entries.
SKU Cross‑Reference
Map customer part numbers to your internal SKUs.
Price Validation
Catch price mismatches before booking any new orders.
Lead Time Check
Promise realistic ship dates based on live inventory data.
EDI / Portal Sync
Pull orders and post updates automatically.
Replenishment Planning
Keep stock at optimal levels automatically.
PO Creation & Release
Generate and send purchase orders on schedule.
Vendor ETA Tracking
Track vendor confirmations and delivery dates daily.
Expedites & Exceptions
Unblock late or critical orders quickly with smart routing.
Invoice Generation
Create and send invoices automatically when orders ship.
Payment Reminders
Follow up professionally until payment is received.
Credit Memo Processing
Issue billing adjustments with full audit trail compliance.
Order Entry
Turn purchase orders into clean, accurate ERP entries.
SKU Cross‑Reference
Map customer part numbers to your internal SKUs.
Price Validation
Catch price mismatches before booking any new orders.
Lead Time Check
Promise realistic ship dates based on live inventory data.
EDI / Portal Sync
Pull orders and post updates automatically.
Replenishment Planning
Keep stock at optimal levels automatically.
PO Creation & Release
Generate and send purchase orders on schedule.
Vendor ETA Tracking
Track vendor confirmations and delivery dates daily.
Expedites & Exceptions
Unblock late or critical orders quickly with smart routing.
Invoice Generation
Create and send invoices automatically when orders ship.
Payment Reminders
Follow up professionally until payment is received.
Credit Memo Processing
Issue billing adjustments with full audit trail compliance.
Book your pilot today