ForumContact CRM: a custom sales system with an AI assistant and forecasting

The challenge

Sales activity was split between spreadsheets, messages and notes. Customer knowledge depended on who handled the relationship and where the last conversation had been recorded.

Salespeople spent time reconstructing history and preparing similar messages. Managers received delayed reports and could not quickly assess whether the pipeline was sufficient to meet the plan.

The solution

• central company and contact database with ownership and access control
• complete history of conversations, messages and events
• sales campaigns, calendars, opportunities and pipeline stages
• quotations, email correspondence and reusable templates
• sales plans, live reporting and weighted forecasts

AI assistant for sales teams

The AI module works only with context available in the CRM. Requests and transferred data follow the user’s permissions and are auditable.

Generated messages are drafts for a salesperson to review, not autonomous communications sent by the system.

• company and recent-contact summaries
• key information before a conversation
• context-aware message drafts
• suggested next steps
• working summaries of opportunities and customer history

Reporting and forecasting

The forecast combines completed sales with the value and probability of open opportunities. It supports management judgement and helps identify delivery risk earlier.

Business outcome

ForumContact organised customer history and everyday sales work in one place. The AI assistant reduces the time required for working drafts and summaries, while managers receive a current view of plans, results and pipeline risk.