Nox Forge Lab Project

How a lead becomes a follow-up — automatically

This is the same automation built into the Nox Forge CRM: a website inquiry moves from lead to task to notification with no manual data entry. Press play to watch it happen with sample data.

STEP 1

Lead Received

"Interested in a client portal for our team." — submitted via the website contact form

STEP 2

CRM Record Created

Lead saved automatically
Status: New

STEP 3

Follow-up Task Generated

"Reply to inquiry"
Due tomorrow

STEP 4

Notification Sent

Email: "New lead assigned"
Sent to the team

This demo shows the same flow used by the real Nox Forge CRM — see it live in the Nox Forge CRM case study.

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