ForgeDesk
AI-native CRM and ERP for a metal fabricator working across Qatar, Saudi Arabia, the UAE and Europe.
Overview
A single system for a fabricator whose pipeline runs in five currencies and whose projects run in four phases. Every lead carries a next-best-action with the reasoning behind it, every project carries a projected finish the model owns, and every AI suggestion waits for a human before it becomes a commitment.
Specifications
USE CASE
Lead-to-cash across CRM and ERP in five currencies
WORKFLOW
Capture, qualify, quote, win, fabricate, invoice
OUTPUT
Ranked next-best-actions with rationale and estimated impact
SECURITY
Role-scoped access, full override audit with reason codes
Features
- 01Kanban pipeline from New to Won with value in native currency and USD
- 02Next-best-action on every lead, with a one-line rationale and expected impact
- 03Projects, inventory, certifications and tenders in one place
- 04Role-scoped assistant whose answer chips really apply filters
- 05Confidence threshold that live-recomputes the review queue
Architecture
FORGEDESK PIPELINE
────────────────────────────────────────────
┌──────────────┐
│ Lead capture │
└──────────────┘
↓
╭┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈╮
┊ Win-likelihood scoring ┊
╰┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈╯
↓
┌─────────────────┐
│ Kanban pipeline │
└─────────────────┘
↓
╭┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈╮
┊ Next-best-action ┊
╰┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈╯
↓
┌──────────┐ ┌───────────┐ ┌─────────┐ ┌─────────┐
│ Projects │ │ Inventory │ │ Quality │ │ Finance │
└──────────┘ └───────────┘ └─────────┘ └─────────┘
↓
╭┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈╮
┊ Role-scoped assistant ┊
╰┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈╯
╭┈┈╮ dashed = model step ┌──┐ deterministic stepWhat it will not do
Every screen carries one honest failure record with its recovery path. This is the one buyers remember. A run matched six BOQ lines to a superseded 2019 vendor quotation and priced them 31% below market. Rate matches older than 24 months are now excluded outright and the six lines went back to manual pricing. A second run refused to draft a follow-up because the thread had no client reply — it declined rather than inventing a conversation.
