Forge
Where relationships become revenue
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Welcome back, Forge Admin
Your pipeline, leads, and team activity at a glance.
Pipeline Value
$0
+12.4% vs last month
Active Leads
0
+8 this week
Closed Won (QTD)
$0
+24.0%
Open Tasks
0
Today
Pipeline by Stage
Recent Activity
Top Accounts
Contacts
All Contacts
Recently viewed
Leads
Lead Generation Board
Move leads through stages defined in Setup. Drag cards to update.
Lead Score: Points earned by engagement actions (emails opened, pricing visits, meetings booked). Cool below ${Math.floor(50/2)} pts Warm half threshold Hot above threshold Configure scoring rules →
Opportunities
Deal Pipeline
Forecast: $0 (weighted)
Tasks
My Activities
Calls, emails, meetings, and tasks.
Reports
Forecasting & Analytics
Win rates, cycle time, rep performance.
Win Rate
38%
+4.2 pts vs last quarter
Avg Deal Size
$14.2K
+$1.1K this month
Cycle Time
21d
+2d slower
Lead to MQL
42%
+6 pts conversion
Revenue Forecast
Closed Projected
Pipeline by Stage
Rep Leaderboard
RepDealsRevenueQuota
Mira Okafor12$184K
Devon Reyes9$152K
Sasha Yi6$98K
Junior Vance5$72K
Priya Anand3$41K
Lead Sources
Flows
Workflow Automations
Trigger actions automatically. No code required.
Campaigns
Marketing Campaigns
Email blasts, segments, and landing pages.
AppExchange
Integrations
Connect the rest of your stack.
Setup
Admin Console
Configure stages, fields, users, permissions, and integrations.
Opportunity Stages
Define your sales process. Set name, color, and win probability.
Lead Stages
The journey from captured to qualified.
Lead Sources
Where your leads come from. Used in the Source filter on the Leads board.
Lead Scoring
Each rule below adds points to a lead when its condition is met. Higher total score = hotter lead.
How lead scoring works:

Score is a numeric rating from 0 to 100+ that prioritizes leads based on fit and engagement. When a lead takes an action (opens an email, visits pricing, books a meeting), Forge adds the rule's points to their score. Leads scoring above the Hot Lead Threshold are flagged with a red pill on the Leads board so reps know to act first. Leads at half the threshold show as warm (orange).

In practice: a lead who opens an email (+5), clicks a link (+10), and visits pricing (+15) scores 30. Add company size > 50 (+10) and they hit 40. Book a meeting (+30) and they jump to 70, well above the default 50-point hot threshold.

Hot Lead Threshold
Leads scoring above this are flagged hot on the board
Custom Fields
Extend any object with extra data.
Tags
Categorize contacts, leads, opportunities.
Users
Invite teammates and assign profiles.
Role Permissions
Email Templates
Reusable templates for outreach and campaigns. Merge fields: {{firstName}}, {{company}}, {{owner}}
Bulk Imports

Upload a CSV to bulk import records. Download the template first to ensure column order.

Contacts
firstName, lastName, email, phone, company, value
Leads
name, email, company, source, stageId, score, owner
Opportunities
name, company, value, stageId, close, owner
Site & Branding
Workspace
Colors
Logo
Footer
API Credentials

Configure the third-party services Forge connects to. Supabase is required for live sync; Brevo and Cloudflare are optional.

Supabase
Brevo (email)
Cloudflare
Audit Trail
Recent activity by admin users
Data Management

Forge uses local storage by default. To sync with Supabase, run schema.sql in your Supabase SQL editor and then connect from API Credentials.

Marketplace
Add-ons
Reserved slots for future custom modules.
+Custom Module Slot 1
Reserved for future development.
+Custom Module Slot 2
Reserved for future development.
+Custom Module Slot 3
Reserved for future development.
+Custom Module Slot 4
Reserved for future development.
Help
Forge Help Center
Documentation, tips, keyboard shortcuts, and contact support.
Getting Started

1. Add your contacts. Click Contacts in the top nav, then New. You can also import in bulk from Setup > Imports.

2. Capture leads. The Leads tab is a Kanban board. Drag cards between stages as they progress.

3. Convert to opportunities. When a lead is qualified, create a deal in Opportunities. Track the quote sent date and amount inline.

4. Run campaigns. Create reusable email templates in Setup, then send them to a list of contacts, leads, or opportunities from Campaigns.

5. Configure everything. The gear icon (top right) opens Setup, where you control stages, scoring, users, branding, and imports.

Sending Emails to Contacts, Leads, and Opportunities

Open any record by clicking its name. In the detail panel, click the Email button at the bottom to send using one of your templates. The email goes through Brevo (configure your API key in Setup > API Credentials).

For bulk sends, go to Campaigns, create a campaign, choose your template and your audience (contacts / leads / opportunities), and click Send.

Templates support merge fields: {{firstName}}, {{company}}, {{owner}}, and any custom field.

Importing Records

Setup > Imports lets you bulk upload contacts, leads, and opportunities via CSV. Download the template, fill it in, and upload.

For ongoing sync from other systems (HubSpot, Mailchimp, IFS Cloud, BuildOps), connect them on the Integrations tab.

Keyboard Shortcuts
Cmd / Ctrl + KFocus search
EscClose modal or panel
Enter in searchJump to first match
Support

Need help? Reach out:

Email: support@forge.io

Docs: forge.io/docs

Status: status.forge.io

About

Forge CRM v1.0

Where relationships become revenue.

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