Run Your Entire Business From One Connected Platform.
The Forge connects customer acquisition, operations, employees, communications, financial visibility, and executive reporting in one configurable operating platform for service businesses.
Managed implementation. Configured for your industry. Expandable as your operation grows.
- Customers
- Growth
- Delivery
- Business
- My Work
The stack you’re paying for, consolidated into one platform
Fragmented software is running your business.
Most service businesses buy tools one at a time. The result is a stack that grows month by month, sees the same customer in incompatible ways, and quietly drains time, money, and management visibility.
Customer data lives everywhere
The same customer appears in the CRM, the scheduler, the accounting app, and three inboxes — usually with different names, different histories, and no shared truth.
Duplicate subscriptions
Overlapping tools each charge monthly for the 60% of features you don't use, and nobody can name what each one is actually doing.
Manual data entry between apps
Employees re-type the same information into 3–4 systems per customer. Every keystroke is another chance for something to be wrong.
Missed follow-ups
Deals sit forgotten between the app that captured them and the person who owns them. The follow-up that closes never happens.
Poor management visibility
Owners can't see what's happening across sales, work, and money without asking three people and building a spreadsheet.
Automations that break between vendors
Every time one of the connected apps ships an update, a Zap breaks somewhere and nobody notices until a customer complains.
Employees juggling apps
Your team switches between 8–15 tools per shift. The cost isn't the software — it's the context switching, and the mistakes that follow it.
Six operating areas. One connected system.
The Forge organizes the software your business already needs into one platform so information moves with the customer, not between apps.
Attract and convert customers
One CRM. One inbox. One record per customer. Every lead is captured, followed up with, and moved to close without switching apps.
- Sales pipeline and lead management
- Marketing and campaign tracking
- Customer intake and self-scheduling
- Estimate, proposal, and quote flow
Manage work and service delivery
The job, the schedule, and the customer are the same record. What was sold, what was scheduled, what was delivered — one system knows.
- Jobs, work orders, tickets
- Dispatch and scheduling
- Field, site, and remote service execution
- Delivery status and completion tracking
Coordinate employees and contractors
Hours, roles, and availability tied to the work they're doing. Payroll and workforce visibility stops being three separate spreadsheets.
- Scheduling and time tracking
- Employee, contractor, subcontractor management
- Roles, permissions, and org structure
- Payroll visibility and wage summaries
Communicate internally and externally
Customer texts, staff messages, and follow-ups all logged against the right customer, job, and person — no more searching four apps for one thread.
- Customer email, SMS, and voice
- Internal team messaging
- Automated notifications and reminders
- Threaded history on every record
Understand financial and operational performance
Revenue, margin, capacity, and customer trends visible to the owner without a call to the bookkeeper or an export to Excel.
- Executive and role-based dashboards
- Revenue and margin reporting
- Operational KPIs and capacity views
- Tax and financial summary visibility
Automate repetitive processes
The steps you always do the same way — follow-ups, handoffs, status updates, review requests — happen without anyone remembering to do them.
- Configurable workflow automation
- Cross-module triggers and rules
- Notification and escalation logic
- Integration-driven data movement
Configured for how you actually run.
A generic blank dashboard is not an operating platform. The Forge ships with vertical blueprints — workflows, terminology, roles, reporting, and integrations aligned to how the businesses in each industry actually operate.
We don't make you rip out what already works.
Consolidation on The Forge is a gradient, not a switch. The platform replaces redundant tools immediately, connects to the ones you need to keep, and reduces your stack over time as new capabilities land.
Replace redundant tools
The overlapping CRMs, standalone form builders, single-purpose schedulers, and disconnected pipeline apps get consolidated into the platform.
Connect essential systems
Your payroll processor, POS, accounting system, and industry-specific tools stay where they are — The Forge integrates with them so they stop being data islands.
Centralize information and actions
The customer, the job, the message, the payment, and the report all reference the same record. Every operator sees one source of truth.
Reduce software sprawl over time
Consolidation happens on your timeline, not on day one. Every quarter, another subscription becomes redundant and can be dropped.
You get an operating platform, not just an account.
Software access is the last thing that ships. Before that, we configure the platform to your business, connect the systems you keep, and migrate what matters — so the day you go live, The Forge is already running your business.
- 1
Blueprint
We audit your current software, workflows, and bottlenecks, then produce a configuration and implementation plan — the Forge Blueprint is the entry point.
- 2
Configure
Your industry blueprint is configured against the way your team actually works: pipeline stages, roles, records, dashboards, and automations.
- 3
Connect
The systems you keep — payroll, POS, accounting, industry-specific tools — get integrated so The Forge becomes the operating layer above them.
- 4
Migrate
Customers, jobs, staff, and history are migrated in. You start on The Forge with your data already there, not with an empty account.
- 5
Launch
Your team is onboarded, workflows are live, and dashboards are running. Ongoing support and quarterly optimization reviews are included.
One platform. One implementation. One monthly operating fee.
Every Forge deployment begins with a one-time implementation that configures the platform around your business. After launch, you pay a predictable monthly platform fee and add optional capabilities only when your operation needs them.
Forge Blueprint
A $500 one-time operational deliverable that inventories your current software, reviews your workflows and bottlenecks, assesses automation opportunities, and produces the exact Forge configuration and implementation roadmap for your business.
- Current-software inventory
- Workflow and bottleneck review
- Automation opportunity assessment
- Consolidation recommendations
- Recommended Forge configuration
- Implementation roadmap
- Final implementation scope
Fully credited toward implementation when you sign a Forge platform agreement within 30 days.
Forge Core
A complete connected operating foundation for a growing service business.
$1,485 implementation
- Lead and customer management
- Centralized communications and intake
- Core workflow automation
- Operational dashboard and standard reporting
- Initial configuration and supported integrations
- Platform updates and standard support
- Forge Marketplace access
Forge Pro
Advanced operational control for established businesses preparing to scale.
$4,445 implementation
- Everything in Forge Core
- Advanced workflow orchestration
- Employee and contractor management
- Scheduling and hours visibility
- Payroll and outgoing wage summaries
- Role-based dashboards and advanced reporting
- Expanded integrations and priority support
- Quarterly platform optimization review
Forge Operations
Dedicated operating infrastructure for multi-location, multi-entity, or operationally complex organizations.
Implementation from $15,000
- Everything in Forge Pro
- Multiple businesses and legal entities
- Multiple operating locations
- Cross-business executive reporting
- Advanced permissions and custom industry modules
- Payroll, POS, accounting, CRM, and external integrations
- Dedicated monitoring and continuous optimization
- Defined service commitments
The Forge is currently onboarding a limited group of implementation partners. Pricing is confirmed during your discovery call.
What’s included at each tier
Every plan is a complete usable operating platform. Higher tiers add depth for larger operations — more workforce visibility, cross-business reporting, and dedicated support. Add-ons are available on every plan without changing tiers.
| Capability | Forge Core | Forge ProRecommended | Forge Operations |
|---|---|---|---|
| Positioning | |||
| Intended business stageCore: growing service business. Pro: established / preparing to scale. Operations: multi-location or multi-entity. | Included | Included | Included |
| Operating platform | |||
| Customer and lead management | Included | Included | Included |
| Workflow automation depth | Included | Expanded | Expanded |
| Operational dashboards | Included | Expanded | Expanded |
| Reporting depth | Included | Expanded | Custom |
| Workforce | |||
| Employee and contractor management | Add-on | Included | Included |
| Scheduling and time visibility | Add-on | Included | Included |
| Payroll and wage-summary visibility | Add-on | Included | Expanded |
| Role-based permissions | Included | Expanded | Custom |
| Scale | |||
| Multiple business entities | Add-on | Add-on | Included |
| Multiple locations | Add-on | Add-on | Included |
| Custom industry modules | Add-on | Add-on | Custom |
| Cross-business reporting | Add-on | Add-on | Included |
| Integrations & marketplace | |||
| IntegrationsSupported integrations included on every tier; expanded catalog on Pro; custom integrations available on Operations. | Included | Expanded | Custom |
| Marketplace add-onsEvery plan has access to marketplace add-ons without changing tiers. | Included | Included | Included |
| Support & optimization | |||
| Support level | Included | Expanded | Custom |
| Optimization reviewsQuarterly on Pro; continuous on Operations. | Add-on | Included | Included |
Entitlements use semantic labels (Included / Expanded / Custom / Add-on). Exact scope is confirmed in your Blueprint and captured in your implementation agreement.
Add capacity without changing plans
Leads, campaigns, communications, integrations, locations, and specialized operational capabilities. Every add-on is optional, customer-approved, and does not automatically require a plan upgrade.
- Lead programsfrom $500
- Database reactivation campaign$750
- Campaign launch$900
- Paid media managementfrom $750/mo
+2 more — expand for details
- AI Voice Receptionist$99/mo + $0.35/min
- SMS, email, and voice expansionusage-based
- Advanced communication workflowsmarketplace rate
- Standard integrationsfrom $500
- Advanced integrationsfrom $1,500
- Custom developmentfrom $5,000
- Custom dashboardsmarketplace rate
- Additional locationfrom $75/mo
- Additional business entityfrom $150/mo
- Advanced reportingmarketplace rate
- Priority support$99/mo
Advertising spend, creator fees, third-party licenses, postage, and usage-based provider costs are itemized separately when applicable — they are never combined with Forge management fees.
Get My Forge PlanSet the budgets, approve the spend
Set budgets, approval thresholds, and optional-spend limits from inside The Forge. Nothing optional is purchased without an owner approving it — and the numbers stay on the dashboard, not in a monthly invoice surprise.
- 60% of monthly Lead Wallet used
- Approval requested: SEO scope change ($300)
- CategoryHome services · Contractors
- GeographyPlacer + Nevada counties
- Volume / moup to 40 leads
- DeliveryWeekdays only, 9-5 PT
- Exclusive?Exclusive
- Management fee$750/mo
- Media budget$1,200 / month
- Current spend$720
- Approval threshold$500 change
- StatusLive · under budget
Management fees and media spend are shown separately. No optional spend runs without owner approval.
- Customer-controlled data
- Exportable records
- No mandatory removal of working systems
- Itemized third-party spend
- Managed implementation
- Optional Marketplace expansion
- No automatic plan upgrades
- Customer approval required for optional purchases
Questions before you consolidate
What owners ask before moving their business onto one operating platform.
One platform. Your whole business.
The Forge is onboarding a curated group of beta partners now. If you run a service business tired of paying for tools that don't talk to each other, come see it.