PIPELINES // JOBS // CUSTOMER OPS
Off-the-shelf CRMs force your business to bend around their workflow. Forth builds the opposite: pipelines, job stages and customer operations engineered around how your team actually wins and delivers work — with AI sitting underneath to take the admin away.
↑22%
WIN RATE
−60%
ADMIN TIME
100%
PIPELINE VISIBILITY
1
SOURCE OF TRUTH
WHAT IT DOES
- Custom-modelled pipelines for sales, jobs, projects and renewals.
- AI assistants that draft follow-ups, summarise calls and surface stuck deals.
- Full job lifecycle tracking from lead to invoice in one place.
- Integrations with email, calendar, telephony, Xero and your existing tools.
- Mobile-first — usable on site, in the truck or in the showroom.
HOW IT HELPS YOUR BUSINESS
Higher win rate
Nothing falls through the cracks — every lead is followed up.
Faster onboarding
New staff learn one system that mirrors how the business actually runs.
Clear pipeline
Directors see live revenue forecast without chasing the sales team.
Less admin
AI summarises, drafts and updates — your team just approves.
BUILT FOR
- Sales-led services businesses
- Trade and project-based firms tracking complex jobs
- Teams that have outgrown spreadsheets and generic CRMs
OTHER SOLUTIONS
AI Automation
Custom AI agents and automations that connect tools, remove manual handoffs and free up real operational hours.
Construction & Trade Software
Quoting, scheduling, job management and site operations engineered for trade businesses that move fast.
Logistics Marketplaces & AI Media Systems
Two-sided logistics platforms with dispatch, pricing and tracking built in — and AI-native media systems for the brands and operators that need to show their work.