Plan documentation
What each Forge plan includes — pricing, features, and how connections to your other systems work.
Work out what to keep, connect and change.
Compare plans, check your existing tools and prepare your team for launch. Use the guides below to ask better questions before choosing your setup.
Looking for something specific?
Ask The Forge is an AI assistant. Answers are generated from published Forge information and may be incomplete. Do not submit confidential, regulated, or customer-specific information.
Integration guides
How each connection is labeled, which system keeps the official record, and what setup actually looks like.
Launch templates
The checklists we use to get your business ready, move your information, and confirm everything works before you switch.
Security documentation
How The Forge protects your business information, plus direct links to the detailed security controls.
Pricing & cost estimator
Build a starting estimate from real plan and marketplace pricing — no hidden figures, nothing invented.
Playbooks
Practical guides for connecting your business — a software audit, marketing attribution, launch handoffs, and industry playbooks.
- How to audit a fragmented software stack
- How to connect marketing spend to revenue
- How an AI receptionist should hand off work to your team
- How a brokerage can connect leads, listings, transactions, commissions, and marketing
- The real estate brokerage operating guide
- Home Services & Contractors — full operating guide
Blog
Practical guides for running your business on one connected platform.
Customer case studies, benchmarks, and release notes will be published here once there is enough production history to report on — not before.
Bring your questions and current tools to a free Fit Review.
Full $249 applies toward Managed Launch, an annual Core or Pro agreement, an approved integration, or migration assistance.