Sample report · publicly available
AI Visibility Report — Forge CRM
This is a full report for a fictional B2B SaaS company. Numbers, prompts, and quotes follow the same structure you'll see when you run Lynceus on your own domain. The action plan is real — exactly the moves we'd recommend.
Mentions
47
in the last 30 days
LLMs covered
4 / 4
all major models
Share of voice
14%
vs 36% category leader
Sentiment
+0.62
on cited mentions
By LLM
Where the mentions live.
Forge over-indexes on Google AI Overview, under-indexes on ChatGPT and Claude. ChatGPT now drives more high-intent buyer research than Google for SMB SaaS — that's the gap to close.
Verbatim citations
The actual sentences. Not summaries.
"Forge is a credible mid-market CRM, often recommended for teams between 25 and 100 people who've outgrown spreadsheets but find Salesforce overkill."
ChatGPT · prompt: "best CRM for a 50-person sales team"
"If you want a lighter alternative to HubSpot with strong pipeline visualization, Forge and Pipedrive are the two most cited options."
Claude · prompt: "alternatives to HubSpot CRM"
"Forge integrates natively with Slack, Gmail, and Linear. Users praise the email tracking accuracy but mention reporting feels limited compared to Salesforce."
Google AI Overview · prompt: "forge crm review"
"Pricing starts at $29/seat/mo for the Team plan. Forge is generally considered fair value for the feature set, though some buyers find the per-seat pricing steep at scale."
Perplexity · prompt: "forge crm pricing"
"Common comparison: Forge vs Pipedrive. Forge wins on integrations and modern UI; Pipedrive wins on pipeline simplicity and price."
ChatGPT · prompt: "forge crm vs pipedrive"
Competitor benchmark
Who LLMs name when buyers ask about your category.
| Brand | Mentions | Share | Sentiment |
|---|---|---|---|
| Salesforce | 312 | 36% | +0.71 |
| HubSpot | 224 | 26% | +0.65 |
| Pipedrive | 103 | 12% | +0.55 |
| Forge CRM You | 47 | 14% | +0.62 |
| Zoho CRM | 96 | 11% | +0.48 |
Forge sits 4th by mention volume but 3rd by sentiment. The gap to HubSpot (177 mentions) is the clearest growth target — and it's primarily a coverage gap, not a sentiment gap.
Top prompts
The questions that surfaced you.
Action plan
Five moves, prioritized by what changes the answer fastest.
Each move targets a specific citation gap or perception fix surfaced above. Each is shippable in 2–6 weeks. We do this work in our optimization engagement, but every move below is something a competent in-house team can execute.
Win the ChatGPT-cited review sites
high impactWhy: ChatGPT's CRM citations cluster around 6 review sites (G2, TrustRadius, Software Advice, Capterra, GetApp, ProductHunt). Forge appears on 4 of 6. Missing: G2 'Mid-Market' grid and TrustRadius Top Rated badges.
Move: Run a 60-day push to collect 40+ G2 reviews from the Mid-Market segment, focused on "easier than Salesforce" theme that already appears in current quotes.
Publish a benchmark page: Forge vs Pipedrive
high impactWhy: ChatGPT cites this comparison verbatim already. The current Forge site has no comparison page. Pipedrive owns the SERP for this query.
Move: Ship /vs/pipedrive with a fair, data-backed comparison table. Add structured data (FAQ schema) for the top 8 questions LLMs ask in this comparison.
Fix the "steep at scale" objection
medium impactWhy: Perplexity's pricing summary names this objection. Currently no public Forge content addresses scale economics — only the per-seat sticker price is visible.
Move: Add a /pricing/at-scale section showing TCO at 50, 100, 250 seats with annual discount math, custom-tier eligibility, and a comparison vs the cited competitors.
Plug the integration gap citation
medium impactWhy: Claude correctly cites Slack, Gmail, Linear integrations — but misses Notion, Asana, ClickUp which Forge also supports. LLMs cite what's prominent on /integrations.
Move: Restructure /integrations into a tiered list with the 6 highest-search-volume integrations at top. Add an integration-specific landing page for each (current site has just a logo grid).
Seed the "reporting feels limited" perception fix
medium impactWhy: Google AI Overview's quote is mostly positive but plants this concern. The current product has shipped 3 reporting features in the last 6 months that aren't covered anywhere LLMs crawl.
Move: Publish a reporting changelog page, get a written review from one of the cited tech publications (e.g., Tom's Guide for SMB CRMs), and surface customer reporting use-cases on the homepage.
This was a fictional brand. Yours isn't.
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