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🚀 Product Tour

Your AI Sales Employee is Ready

DealForge handles the entire prospecting-to-booking pipeline automatically — finding prospects, qualifying leads, writing personalized emails, and booking meetings. You just close deals.

Find → Qualify → Send → Book
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🧠
Understand Your AI Sales Employee
DealForge is an end-to-end AI sales system. It finds real businesses matching your ideal customer, scores them by fit, writes personalized cold emails, and books meetings — all automatically. Your job is to close deals.
  • 9-stage pipeline: New → AI Found → Researched → Email Drafted → Contacted → Interested → Meeting Booked → Won → Lost
  • Auto-progression: Every AI action advances the prospect to the next stage automatically
  • Full control: You can override any status manually at any time
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🎯
Create Your ICP (Ideal Customer Profile)
Your ICP defines exactly who you're selling to — industry, company size, role, geography. Everything downstream (discovery, scoring, email personalization) uses your ICP as the target. A narrow ICP produces hotter leads; a broad one produces cold scores.
  • AI ICP Generator: Describe your business and AI builds the profile for you in seconds
  • Hot/Warm cutoffs: Configurable scoring thresholds — defaults are hot ≥ 80, warm ≥ 50
  • Auto-exhaustion: When one ICP runs out of prospects, AI generates the next one automatically
  • Pro tip: Start specific — you can always create a second broader ICP later
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🔍
Find Prospects with AI Discovery
The AI scours the web for real businesses matching your ICP — company name, description, contact info. Each discovered prospect is automatically scored (Hot / Warm / Cold) and lands in your pipeline as "AI Found." Run multiple discovery waves to keep filling your pipeline.
  • Where: Click "Find Prospects with AI" inside any ICP profile
  • Scoring: Every prospect is scored against your ICP criteria the moment it's found
  • Multiple waves: Each discovery run finds new prospects — there's no limit
  • Email verification: Hunter.io verifies email deliverability (deliverable/risky/unknown)
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📄
Research Your Prospects
Click Research on any prospect to trigger an AI deep-dive. DealForge gathers company background, pain points, buying signals, and relevant context. This powers the personalized email in the next step — without research, emails are generic.
  • Auto-advance: Prospect moves to "Researched" status after AI completes research
  • What it finds: Business description, recent news, growth signals, tech stack, pain points
  • Research = better emails: The more context AI has, the more personalized the outreach
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5
✍️
Generate Personalized Emails
One click drafts a cold outreach email referencing the prospect's actual business, pain points, and how you solve them. Every email includes your booking link so prospects can self-schedule — no back-and-forth needed.
  • Auto-advance: Prospect moves to "Email Drafted" after generation
  • Booking link: Auto-inserted into every email — configure your booking page first (Step 7)
  • Email signature: Upload your signature image in Settings → it's appended to every draft
  • Follow-ups: After initial contact, generate a threaded follow-up that references prior outreach and takes a different angle
  • Email History: Every prospect shows a full timeline of drafts, sends, and follow-ups in conversation order
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📧
Send Emails via SendGrid Pro
Pro accounts send emails directly through SendGrid — one click, no copy-pasting. Connect your SendGrid API key in Settings and you're live. Delivery status (sent, delivered, bounced) is tracked automatically.
  • Setup: Settings → SendGrid → paste your API key + from email
  • Auto-advance: Prospect moves to "Contacted" after send
  • Delivery tracking: Bounces, opens, and clicks reported back in real-time
  • No SendGrid? Copy the draft → paste into Gmail/Outlook → click "Mark as Sent" manually
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⭐
Track Replies & Advance Your Pipeline
When a prospect replies to your email, open their card and click the yellow ⭐ Mark as Interested button to advance them from Contacted → Interested. If they agree to a meeting (outside the built-in scheduler), click the green 📅 Mark as Meeting Booked button to move them from Interested → Meeting Booked.
  • SendGrid users: Reply detection is automatic — these buttons cover all other channels (Gmail, Outlook, phone, etc.)
  • Mark as Interested: Shows on Contacted prospects — yellow ⭐ button in the status bar
  • Mark as Meeting Booked: Shows on Interested prospects — green 📅 button in the status bar
  • Forward-only: Buttons only appear when the prospect is in the right stage — no accidental regression
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📅
Book Meetings Automatically
Set up your booking page — DealForge gives you a public scheduling link that goes in every email. Prospects click it, pick a time from your calendar, and you get a confirmation. No calendar back-and-forth.
  • Setup: Booking tab → set your display name, duration, working hours, timezone
  • Your link: dealforge.diy/book/your-slug
  • Auto-advance: Prospect moves to "Meeting Booked" when they schedule
  • Close the deal: Mark Won or Lost from the prospect dropdown when you have an outcome
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📈
Manage Your Pipeline
The Dashboard shows a visual breakdown of all prospects by stage. Click any pipeline column to filter that status. Track your conversion funnel from discovery to closed deals — everything updates in real-time as prospects move through stages.
  • Pipeline columns: Click any status card to jump to filtered prospects
  • Hot filter: Click the "🔥 Hot Prospects" stat card to instantly see your hottest leads
  • Stage filters: Use the status dropdown in Prospects to focus on any stage
  • Qualification filter: Filter by Hot / Warm / Cold to prioritize your time
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⚡ You Can Do Everything Manually Too
DealForge automates the grind — but you're always in control. Every step above has a manual path.
👤 Add Prospects Manually
Click "+ Add Prospect" in the Prospects view. Enter name, email, company by hand. Starts as "New" status.
📄 CSV Import
Upload a spreadsheet with column mapping, auto-enrichment, and optional auto-draft. Bulk onboarding in seconds.
📋 Copy & Paste Emails
Use "Copy to Clipboard" on any draft, paste into Gmail or Outlook, send manually, then click "Mark as Sent" to advance status.
⚙️ Manual Status Updates
Mark any prospect as Won, Lost, Interested, or any other stage using the status dropdown on the prospect card.

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