Forge Core — plan documentation

Positioning

A complete connected operating foundation for a growing service business.

Pricing

$300/mo — Guided or Managed Launch. Earn up to $1,500 in Forge Credits through Guided Launch.

Included scope

• 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

Capability entitlements

Semantic entitlement per capability, in the same vocabulary used on the plan comparison table.

• Intended business stage: Included — Core: growing service business. Pro: established / preparing to scale. Operations: multi-location or multi-entity.
• Customer and lead management: Included
• Workflow automation depth: Included
• Operational dashboards: Included
• Reporting depth: Included
• Employee and contractor management: Add-on
• Scheduling and time visibility: Add-on
• Payroll and wage-summary visibility: Add-on
• Role-based permissions: Included
• Multiple business entities: Add-on
• Multiple locations: Add-on
• Custom industry modules: Add-on
• Cross-business reporting: Add-on
• Integrations: Included — Supported integrations included on every tier; expanded catalog on Pro; custom integrations available on Operations.
• Marketplace add-ons: Included — Every plan has access to marketplace add-ons without changing tiers.
• Support level: Included
• Optimization reviews: Add-on — Quarterly on Pro; continuous on Operations.

Integration approach

Forge Core can be connected to any of the 16 system categories in the integrations registry. Setup classification (native, verified prebuilt, configurable API, webhook, managed import/export, or custom) is confirmed per system during the Blueprint — see the integration guide for the full status vocabulary.

• Accounting and Bookkeeping
• Payroll and Workforce
• Payments and Point of Sale
• Customer Relationship Management
• Email, SMS, Voice, and Communications
• Calendars and Scheduling
• Marketing and Advertising
• Forms and Lead Capture
• Documents and Electronic Signatures
• Field Service and Job Management
• Practice, Agency, School, and Industry-Specific Systems
• File Storage and Document Management
• Reporting and Business Intelligence
• Identity and Access Management
• Website and E-Commerce
• Data Warehouses and Databases