Forge
Where relationships become revenue
FA
Home
Welcome
Your pipeline, leads, and team activity at a glance.
Pipeline Value
$0
+12.4% vs last month
Commit Forecast
$0
Closed + Commit
Active Leads
0
+8 this week
Closed Won (QTD)
$0
+24.0%
Open Tasks
0
Today
Pipeline by Stage
Recent Activity
Top Accounts
Customers
Customer Accounts
All accounts that have officially converted to customers.
Leads
Lead Generation Board
Move leads through stages defined in Setup. Drag cards to update.
Opportunities
Deal Pipeline
Forecast: $0 (weighted)
Tasks
My Activities
You see your own tasks. Sales Manager and General Manager see everyone's.
Forecasting
Sales Forecast
Roll up pipeline by category, owner, and quarter.
Marketing
My Campaigns
You see your own campaigns. Sales Manager and General Manager see everyone's.
Marketing
Marketing Toolkit
Calculators, builders, and ideas to grow your pipeline. Everything works in your browser.
📅 30-Day Campaign Planner
Map out a campaign week by week. We'll calculate workload and suggest a cadence.
✉️ Subject Line Lab
Test subject lines for length, spam triggers, personalization, and curiosity.
Proven subject line formulas:
Curiosity
Quick question about {{company}}
Direct
{{firstName}}, are you the right person?
Value
Idea for {{company}}
Reply-style
Re: {{topic}} - 2 minutes?
Social proof
How {{competitor}} solved {{problem}}
Trigger
Saw your {{trigger event}}
Listicle
3 ways to {{outcome}}
Personal
{{firstName}}, worth a call?
🧪 A/B Test Significance Calculator
Find out if your A vs B test results are statistically meaningful, not just noise.

Variant A

20.0% rate

Variant B

25.0% rate
💰 Campaign ROI Calculator
Calculate cost per lead, cost per acquisition, and ROI for any campaign.
🔗 UTM Link Builder
Build trackable URLs for any campaign. Copy, paste, track.
Your tracked URL:
Fill in the fields above
🎯 Audience Builder
Slice your customers and leads into targeted lists. Then export to use in a campaign.
💡 Content Idea Generator
Stuck for what to write? Pick a goal and we'll generate 10 ideas tailored to it.
📞 Outreach Cadence Builder
Build a multi-touch sequence. We'll suggest the right rhythm based on the goal.
Automation
My Flows
You see your own flows. Sales Manager and General Manager see everyone's.
Reports
Reports Library
Browse all available reports. Click any to drill in.
Help
Tips & Best Practices
How to win more deals with Forge. Daily habits, power moves, and answers to common questions.
⚡
The 10-Minute Daily Routine
Do these four things every morning. That's all most reps need to stay on top of their pipeline.
1

Check the bell

Click the bell icon (top right). Anything new? Hot lead alerts, renewals coming up, stale deals - knock these out first while they're fresh.

2

Clear overdue tasks

Go to Tasks, filter to "Overdue". Reschedule what you can, complete what you can, delete what's stale. Empty by lunch.

3

Move your pipeline

Open Pipeline. Drag at least 2 deals forward today. If something's been in Negotiation for 7+ days, it's stale - act now or kill it.

4

Touch one cold lead

Sort Leads by score. Make 1 call to a Hot lead. Send 1 email to a Warm lead. Compounding effort = compounding pipeline.

Power Moves

🎯

Hot Leads First, Always

Sort the Leads board by score descending. Anything over your hot threshold deserves a same-day phone call. Email is fine for warm; cold leads can wait.

📞

The 2-Hour SLA

Inbound leads that get a response in under 2 hours convert at 7x the rate of leads that wait 24 hours. Hit it fast every time.

📝

Take a Note Every Touch

Every call, every email, every meeting - jot a note on the record. Future-you and your manager will thank you. The Notes section is right on the detail panel.

🔁

Use Recurring Tasks

When you log an activity, set "Repeat" to weekly or monthly for check-ins. Forge auto-creates the next one when you mark this one done. Never forget a touchpoint.

📊

Friday Forecast Review

Every Friday, open Forecasting. Update each deal's category (Commit / Best Case / Pipeline). Your manager pulls this exact view on Monday morning.

📧

Templates Save Hours

Write your best follow-up email once, save it as a template (Setup > Email Templates). Next time, send in 10 seconds with merge fields filled in automatically.

⚡

Drag and Drop Stages

Don't open the deal to change its stage. Just drag the card on the Pipeline board. Forge auto-updates probability and logs the change for your manager.

🤝

Qualify Means Qualify

Move a lead to "Qualified" and Forge auto-creates an Opportunity in your Pipeline. Don't qualify until they have budget, authority, need, and timeline.

💡

Lost Reasons Matter

When you mark a deal Closed Lost, Forge prompts you for the reason. Be honest. Patterns in lost reasons will tell you what to fix in your sales process.

Common Questions

Why don't I see my teammate's deals?

Sales Users see only their own records. If you need to see everyone's, you'll need Sales Manager or General Manager access - ask your admin.

How do I switch users?

Click your name in the top right header. Confirm sign out, then pick a different user on the login screen.

Where's my deal? I just created it.

Check your Owner filter. If a teammate is selected, you won't see deals assigned to you. Clear the filter or pick "All Owners".

How do I send an email blast?

Marketing tab > New Campaign. Pick your template and audience, hit Send. Stats update in real time.

Can I edit a stage after it's logged?

Yes. Open the deal, click Edit, change the stage, Save. Forge keeps the full history under Activity on the record.

What's the weighted forecast?

Sum of (deal value × probability) across all open deals. Your honest expected revenue. Find it on the Forecasting tab.

How do I generate a quote?

Open the opportunity, scroll to the bottom of Details. Click Generate Quote PDF. Print or save as PDF and email it.

Mobile or desktop?

Forge works equally well on both. On mobile, swipe horizontally on the nav to see all tabs. Filters and search work the same.

Keyboard Shortcuts

Cmd / Ctrl + K

Focus the global search bar

Esc

Close any open modal or detail panel

Tab

Move between form fields in modals

Enter

Submit any open form

Need more help?

Ask your manager, or have your General Manager reach out to your Forge admin.

Setup
Administration
Configure stages, users, teams, fields, branding, and integrations.
Opportunity Stages
Stages used in the deal pipeline.
Lead Stages
Stages used in the lead board.
Lead Sources
Where leads come from (Website, Referral, etc.)
Lead Scoring Rules
Points awarded for engagement signals. Higher score = hotter lead.
Hot threshold: points. Leads at or above this score are marked Hot.
Lead Routing Rules
Auto-assign incoming leads by source or company. First match wins.
Custom Fields
What are these? Forge ships with standard fields like Name, Email, Company. Custom fields let you add your own (e.g. "Contract Number" on Opportunities, "T-Shirt Size" on Customers). After creating a custom field, it appears on the edit form for that record type.
Tags
Apply tags to customers for segmentation (e.g. VIP, Newsletter, Enterprise).
Users
Sign-in users for this workspace.
Teams
Group users into teams with a designated lead. Used for forecast rollup and filtering.
Role Permissions
Email Templates
Each template is owned by one user. Pick a user to see and edit their templates.
Site & Branding
Supabase Connection
Forge syncs all data to your Supabase project. Required for multi-user use.
Schema required: Run the SQL from schema.sql in your Supabase SQL editor before connecting. This creates the forge_state table.
Brevo (Email)
For transactional email and campaign sends.
Slack Webhook
Post notifications to a Slack channel.
Audit Trail
Recent activity by users in this workspace.
Bulk Imports

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

Customers
firstName, lastName, email, phone, company, value
Leads
name, email, company, source, stageId, score, owner
Opportunities
name, company, value, stageId, close, owner
Demo Data

Forge ships with demo records (leads, opportunities, customers, tasks, campaigns, flows) so you can explore the tool. When you're ready to go live, wipe the demo data to start with a clean slate. You can also reload the demo data at any time.

Wipe will remove: all customers, leads, opportunities, tasks, campaigns, flows, notifications, and audit history. Users, teams, stages, branding, and connections are preserved.
Export / Reset

Storage: All data syncs to your Supabase project. Local cache is used for offline access only.

Notifications