Order an automation package, then install it from your client portal.
ProcessForge turns one business process into a scoped AI automation package with instructions, files, status tracking, and setup support chat.
from $1,500
starting package
2-3 weeks
typical delivery
client portal
workspace
chat included
setup help
From request to working automation.
The process is designed so the buyer always knows what is happening, what is needed, and where the delivery lives.
Request
Choose the process and submit a pilot request.
You share the website, company, email, and workflow type. ProcessForge creates a client portal workspace and sends a secure login link.
Client portal
Your order becomes visible in a private workspace.
The portal shows order status, delivery notes, files, installation instructions, and the support chat.
Automation package
ProcessForge prepares the scoped workflow delivery.
The package includes the workflow brief, guardrails, access notes, setup steps, and the first usable automation output.
Installation
You install with the instructions and attached files.
The delivery is written for implementation: prerequisites, system notes, required access, and validation steps are included.
Chat support
If setup gets stuck, continue inside the order chat.
Questions stay attached to the order so fixes, context, and next steps do not get lost in email threads.
A delivery workspace, not a loose email thread.
Each pilot creates a private order page where delivery, files, installation notes, and support questions stay together.
Ready to start with one workflow?
Start with SEO, CRM, invoice, or support automation. ProcessForge scopes the first workflow before delivery begins.
Four practical packages to start with.
Each package starts from $1,500 and is scoped around one measurable workflow before implementation.
SEO Automation
For teams that need technical SEO checks, content briefs, internal-link suggestions, and reviewer-ready fixes without waiting for a manual audit cycle.
from $1,500
2-3 weeks
Repeatable SEO audit and publishing workflow
Audit report, Implementation checklist, Reusable prompt/workflow instructions, Setup support
Included
Typical access
CRM Automation
For sales teams that want account research, CRM enrichment, lifecycle hygiene, and follow-up preparation without uncontrolled CRM writes.
from $1,500
2-3 weeks
Cleaner records and faster sales follow-up
CRM workflow brief, Field mapping, Review checklist, Setup support
Included
Typical access
Invoice Automation
For finance teams that spend too much time reading supplier invoices, matching purchase orders, and preparing approvals.
from $1,500
2-3 weeks
Invoice extraction with exception review
Extraction template, Exception rules, Approval workflow instructions, Setup support
Included
Typical access
Support Automation
For support teams that need ticket classification, grounded draft replies, escalation rules, and human review for sensitive cases.
from $1,500
2-3 weeks
Faster ticket triage with safe replies
Triage rules, Draft-reply workflow, Escalation checklist, Setup support
Included
Typical access
FAQ
What exactly do we receive?
You receive a client portal workspace with the agreed automation brief, installation instructions, files or links, setup notes, and a support chat for implementation questions.
Do you need passwords or full system access?
No. The pilot can start from exports, examples, and scoped access. If a live integration is needed, ProcessForge asks for the minimum permission required for that workflow.
What happens if installation does not work?
Use the order chat in your client portal. The package includes setup support for the pilot delivery so issues can be diagnosed and corrected.
Can we change the scope after submitting a request?
Yes. The first review confirms the workflow, data sources, risk level, and success metric before delivery work starts.
Is there a refund policy?
If the requested workflow cannot be scoped into a useful pilot, ProcessForge will recommend stopping or changing scope before implementation starts. Commercial terms should be confirmed in the project agreement.
How are files and data protected?
Delivery files are served from protected routes, customer orders require session access, and sensitive actions are kept behind human review and scoped permissions.
Make the first order easy to trust.
Show us the process, get a private workspace, and receive a scoped automation package with setup support.