Introduction
Start here for a concise overview of Tensorial Forge.
Overview
Tensorial Forge unifies CRM, automation, and ads into one operating layer for revenue teams. It is designed to keep data clean, decisions fast, and teams aligned across the full funnel.
This guide covers setup, core objects, and the daily workflows that keep records accurate. Use it during onboarding and as a baseline for operating playbooks.
What you’ll do
- Map your team structure, ownership, and the pipeline stages you actually use.
- Define the core objects: companies, people, deals, activities, and the fields that drive decisions.
- Connect Forge, Flow, and Ads so updates in one place propagate everywhere.
Best practices
- Start with one team and a single pipeline before expanding.
- Agree on naming conventions and source-of-truth fields before importing.
- Review adoption after two weeks and adjust fields and stages.