CloudForge AI

CloudForge is the field companion to the CloudForge sales platform. It is built for the part of the job that happens away from a desk — in the truck, in a parking lot, outside a plant that may or may not be expecting you. FIND WHO TO CALL ON Search the prospecting map by area, by industry, by company size, or by asking in plain language. Filter by region or state, or draw a radius around where you are standing. Every pin shows where a company sits in your pipeline before you tap it. PLAN THE DAY Build a visit list from the map, reorder the stops, and route the whole run in one tap. Log a visit when you leave — who you spoke to, what was said, how long it took — while it is still fresh. WORK THE CRM FROM ANYWHERE Company profiles with contacts, notes, tasks, visit history and correspondence. Change a status, add a contact, log a call, complete a follow-up. Changes appear everywhere they should, on this device and on the web. STAY ON TOP OF WHAT CAME IN One place for notifications, tasks and every email, call and visit logged against your account. Open an email thread and reply from your phone, with AI help drafting or adjusting the tone if you want it. CAMPAIGNS AND OUTREACH Pause, resume or cancel an email, call or combined campaign when it needs attention. Review AI-sourced leads and AI-drafted outreach before anything is sent — nothing goes out without a person approving it. CloudForge requires an existing CloudForge account. It is not a standalone product.