Industry · Field sales teams

The rep sells. The assistant types.

Between two meetings, there is no computer and no time. The assistant prepares the visit by voice, takes the report on the way out, updates the CRM and reminds you of follow-ups.

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01 Without AI

Daily life for a field sales rep, without AI.

01 Arriving unprepared History, orders, disputes: the information exists, but not in the car, five minutes before the meeting.

02 The report that waits What was said during the visit gets written down in the evening, or never. Important details disappear.

03 The empty CRM Nobody likes data entry. The CRM no longer reflects reality, and sales management runs blind.

02 With a general-purpose AI

With a general-purpose AI, what gets stuck.

The rep may have ChatGPT on their phone. It knows nothing about their clients.

It doesn't know your clientsNo history, no orders, no terms: it cannot prepare a real visit.

It doesn't write to your CRMThe report stays in the conversation, instead of landing where the team reads it.

Client data exposedPasting a client record into a consumer tool raises a confidentiality issue.

One subscription per repAnd everyone uses it their own way, with no shared method.

03 One single assistant

One assistant. Wherever you work.

You feed it once, with everything you already have. Then you share it: with your team, with your clients, on your website, in your software. The same assistant, up to date for everyone.

It learns from

PDFDocuments
VideoVideo meetings
CallRecorded calls
EmailEmails, across all your accounts
DriveOneDrive, SharePoint, Drive
ToolYour business tools
WebThe web

Your assistant

Meeting assistant A sales assistant shared by the whole team, fed by the CRM, emails and calls.

It works for

Your teamThe sales team
Your clientsYour clients, to order or track
Your websiteYour website, to qualify requests
Your softwareYour CRM, through API or MCP

04 How it works

Your daily work becomes an assistant.

Documents, emails, meeting notes, calls, shared files, tools, the web: it learns from what you already have, answers and cites its source.

01 · What it learns

Spreadsheet CRM-export.xlsx
Call Last week's call
Email Emails with the buyer
PDF Prices-2026.pdf

03 · Your assistant

Meeting assistantPrepares visits and takes the reports

online

YouI'm seeing Durand Matériaux in 10 minutes, what do I need to know?

Last order 47 days ago, down 20%. A delivery dispute closed in September. The buyer asked about the new range on the phone. Shall I remind you of the three key arguments?

SourceCRM export · call of 6 November

05 Examples

What sales teams forge.

Typical examples, for the road.

Meeting preparation In two minutes, by voice: history, orders, sensitive points, arguments. See the assistant Prospecting → Voice report You dictate on the way out, it structures the report and saves it in the right place. See the assistant CRM →

Follow-ups It reminds you of the follow-ups to do and drafts the emails from your templates.

Quick quote It prepares a priced proposal from your price list, for approval. See the assistant Quotes →

06 What feeds it

What feeds it.

The sales information you already have.

Tool Your CRM
Spreadsheet Order history
Call Client calls
Email Emails with buyers
PDF Prices and terms
Web Key account news

07 Frequently asked questions

What people often ask us.

Can you dictate instead of typing?

Yes. You can dictate your messages from your phone, which is the most practical way between two meetings.

Does the assistant update our CRM?

It can prepare and save the reports. The connection depends on your CRM: we check it with you in a demo.

What if the assistant gets a client wrong?

It answers from your data and cites its source. If it does not have the information, it says so instead of making it up.

How much does it cost for a team?

Forgeron3 starts for free. Paid plans are per user per month, detailed on the Pricing page.

Book a demo→ Create a free account→

Other industries

Accounting firms Non-profits and associations Consulting firms and IT services Construction and trades Investment funds and multi-company owners

Your first assistant.

Book twenty minutes to build it with us, or create your free account and forge it yourself.

Book a demo→ Create your account→

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