Live · crm.emoria.ca

Forge your
pipeline.

An AI-native CRM for businesses that move fast — contacts, deals, AI agents, and automated follow-up in one place.

Access The Forge See What's Inside
AI Agents Built In
Full Contact Pipeline
Automated Follow-Up
Emoria Clients Only
crm.emoria.ca / dashboard
Main
Dashboard
Contacts
Companies
Deals
Activities
AI
Agents
Automations
Tools
Reports
Settings
Dashboard
Total Contacts
248
↑ 12 this week
Open Deals
31
↑ $148k pipeline
Tasks Due
7
3 overdue
Agent Tasks
14
↑ 2 running
Deal Pipeline
Lead
11
Qualified
8
Proposal
6
Negotiation
4
Closed
2
JR
James Reid
Reid Landscaping
Hot
AL
Amanda Liu
Prairie HVAC
Warm
TC
Tyler Chen
Summit Roofing
Cold
What's Inside

Every tool your pipeline needs.
Nothing you don't.

The Forge was built for Emoria clients. Not a generic SaaS — a precision tool for businesses running on Emoria infrastructure.

Contact Management
Full contact and company records with activity history, notes, and custom fields. Everything in one place, zero friction.
Deal Pipeline
Visual pipeline from lead to close. Track deal value, stage, and probability. See exactly where your revenue is at any moment.
Activity Tracking
Calls, emails, meetings, and tasks logged automatically or manually. Never lose track of a touchpoint again.
AI Agents
7 specialized AI agents — Scout, Scribe, Oracle, Sentinel, Architect, Catalyst — each built to automate a distinct part of your workflow.
Email Sequences
Build automated follow-up sequences. Set triggers, delays, and conditions. Never let a warm lead go cold again.
Reports & Analytics
Pipeline velocity, conversion rates, agent performance, and revenue forecasting. Data that drives decisions, not decoration.
AI Agents

Seven agents.
One mission.

Each agent handles a specific function — from prospecting new leads to drafting proposals to monitoring deal health. They work autonomously, in the background.

Scout
Researches prospects and qualifies leads before your team spends a minute on them.
Scribe
Drafts emails, proposals, and follow-ups in your voice — personalized to each contact.
Sentinel
Monitors deal health and flags at-risk opportunities before they go cold.
AI
The Forge Manager
● Active
What deals need attention this week?
3 deals are at risk:
Reid Landscaping hasn't been contacted in 12 days — last touchpoint was your proposal call. Scribe has a follow-up draft ready to send.

Prairie HVAC moved to Negotiation — Sentinel flagged a 40% probability drop. I'd recommend a check-in call before Friday.
Send the Reid follow-up.
Done — follow-up sent to James Reid at 9:14 AM. Task logged. I'll alert you if he opens it.
Who It's For

Built for Emoria clients.

The Forge is not a public SaaS product. It's a purpose-built tool for businesses running on Emoria infrastructure. Access is provided through your Emoria engagement.

01
Service Businesses
HVAC, landscaping, roofing, trades — businesses with active pipelines and follow-up cycles that eat time.
02
Professional Services
Agencies, consultants, and advisors managing client relationships and proposal-heavy sales processes.
03
Growth-Stage Teams
Small teams (2–15 people) that need a real CRM but can't justify a Salesforce implementation.
Get Access

Ready to forge
your pipeline?

The Forge is available to all active Emoria clients. Log in to access your CRM — or reach out to get started.

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