I built TextForge to automate my own sales pipeline

Dozens of accounts, dozens of questions

Is Bob still the product owner? Is Mary the right procurement contact? Have we sent Chip the latest draft of the SOW? When you're running B2B sales with long purchasing cycles, there are dozens of these questions across dozens of accounts, and every one of them requires an email.

Each of our customers has slightly different procurement and purchasing processes we have to follow to complete deals. There's a lot of steps involved and a lot of "accounting" — tracking who needs what, when they need it, and making sure the right follow-up goes out at the right time. Stuff falls through the cracks. Deals stall. Not because you don't care, but because there's only so many hours in the day.

What I actually do with TextForge

I use Pipedrive to stay on top of new business opportunities, new leads, renewals, and synchronizing contacts across all the organizations we sell into. Claude Code analyzes my outstanding tasks in Pipedrive, drafts the appropriate emails — even scheduling them weeks or months in advance so nobody has to remember to do it — and I review and approve each one before sending.

When someone replies, TextForge's webhook notifications automatically begin updating our CRM. The conversation continues, the CRM stays current, and I just review the next draft when it shows up.

What actually changed

I'm saving 3-4 hours a week on email I used to write manually — follow-ups, CRM updates, scheduling reminders. Our sales are up 20% since I started using TextForge in December 2025, before I even made it public.

The CRM is more current than it's ever been. Webhook-driven updates mean Pipedrive reflects reality, not whatever I remembered to type in last Friday. And nothing falls through the cracks because emails get scheduled months in advance — if a renewal is coming up in Q3, the follow-up sequence is already queued.

Why not just use a sales automation tool?

Because the emails aren't templates. Each one is drafted from the actual context of the deal — previous conversations, what was promised, what's outstanding. It sounds like I wrote it because I reviewed and edited it before I sent it.

Attachments work too — SOWs, proposals, pricing sheets. Claude attaches the right documents. Try doing that with copy-paste from ChatGPT.

When someone replies, TextForge fires a webhook. My agent reads the reply, updates the CRM, and drafts the next response. The whole loop stays moving, but every email still gets my review before it sends.

How it works