Forge
Where relationships become revenue
Local mode
FA
Home
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 Cases
0
2 over SLA
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.
Opportunities
Deal Pipeline
Forecast: $0 (weighted)
Tasks
My Activities
Calls, emails, meetings, and tasks.
Email
Templates & Sequences
Connected to Brevo for sending and tracking.
Templates
Send Performance
Sent
2,420
Delivered
2,324
Opened
1,308
Clicked
438
Replied
170
Reports
Forecasting & Analytics
Win rates, cycle time, rep performance.
Win Rate
38%
+4.2 pts
Avg Deal Size
$14.2K
+$1.1K
Cycle Time
21d
+2d
Lead to MQL
42%
+6 pts
Revenue Forecast
Rep Leaderboard
Mira Okafor$184K
Devon Reyes$152K
Sasha Yi$98K
Junior Vance$72K
Priya Anand$41K
Flows
Workflow Automations
Trigger actions automatically. No code required.
Campaigns
Marketing Campaigns
Email blasts, segments, and landing pages.
Cases
Service & Support
Cases, SLAs, and customer issues.
Files
Documents & Contracts
Proposals, signed agreements, attachments.
Quotes
Quotes & Orders
Build, send, push to billing.
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.
Lead Scoring Rules
Points add up. Higher score, hotter lead.
Hot Lead Threshold
Leads scoring above this are flagged hot
Custom Fields
Extend any object with extra data.
Tags
Categorize contacts, leads, opportunities.
Users
Invite teammates and assign roles.
Role Permissions
Workspace Branding
API Credentials
Audit Trail
Data Management

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

create table if not exists contacts (id text primary key, data jsonb, created_at timestamptz default now());
create table if not exists leads (id text primary key, data jsonb, created_at timestamptz default now());
create table if not exists deals (id text primary key, data jsonb, created_at timestamptz default now());
create table if not exists activities (id text primary key, data jsonb, created_at timestamptz default now());
create table if not exists tickets (id text primary key, data jsonb, created_at timestamptz default now());
create table if not exists campaigns (id text primary key, data jsonb, created_at timestamptz default now());
create table if not exists quotes (id text primary key, data jsonb, created_at timestamptz default now());
create table if not exists documents (id text primary key, data jsonb, created_at timestamptz default now());
create table if not exists settings (id text primary key, data jsonb);
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.