| Rep | Deals | Revenue | Quota |
|---|---|---|---|
| Mira Okafor | 12 | $184K | |
| Devon Reyes | 9 | $152K | |
| Sasha Yi | 6 | $98K | |
| Junior Vance | 5 | $72K | |
| Priya Anand | 3 | $41K |
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.
{{firstName}}, {{company}}, {{owner}}Upload a CSV to bulk import records. Download the template first to ensure column order.
Configure the third-party services Forge connects to. Supabase is required for live sync; Brevo and Cloudflare are optional.
Forge uses local storage by default. To sync with Supabase, run schema.sql in your Supabase SQL editor and then connect from API Credentials.
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.
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.
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.
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Forge CRM v1.0
Where relationships become revenue.