A CRM you run your week from
Everything your pipeline needs, in one place you actually enjoy opening
CRM Forge is a CRM for small teams, keeping the companies you sell to, the people inside them and the work in flight together, so the next thing to do is on the screen rather than in your head.
$5.00 of AI credit to start
It is granted once per person, when you confirm your email address.
- Mira Vandelay Email and phone New Not recorded
- Tobias Ferrand Email Working Not recorded
- Petra Osterlund Phone Qualified Not recorded
Opened a second cross-dock in Tampere and is hiring a fleet planner
- 49 dashboard panels
- 3 plan tiers
- 82 guides and glossary terms
- 0 scripts or cookies on this page
What's inside
The parts you will use every day
Contacts, companies and deals
- Companies and contacts with the group structure a real organization has
- Pipelines and stages you name, with deals moving through them
- A timeline on every record: notes, tasks, emails and imports
- Saved views and tags, so the list you work from is the one you built
Bring your data with you
- A preview that names every new record and every match before anything is written
- Duplicate detection on names, addresses and domains
- Nothing is applied until you say so
Outreach from your own mailbox
- Connect a Microsoft 365 mailbox and send as yourself
- Sequences with the pacing and daily caps a real inbox needs
- One-click unsubscribe, and a suppression list checked at the moment of sending
A dashboard you arrange
- Pick the panels that matter and drop the ones that do not
- Charts drawn from your data, with the figures you can check
- Move, size and remove each panel yourself, and the layout is yours
Workspaces and teammates
- Invitations by email, with a role chosen when you send them
- Owner, Admin and Member, meaning the same thing on every surface
- One account can hold several workspaces, each isolated from the others
Contacts, companies and deals
Keep every company, the people inside it and the deals in flight in one place, with a timeline that shows what happened and when.
- Thornbury Glassworks Will create
- Harbourline Haulage Matches an existing record
- Merrow Bay Cabinetry Will create
- Halvard Ceramics Will create
Bring your data with you
Import a spreadsheet, see exactly what will be created or matched, and only then apply it.
Hi First name, congratulations on the Tampere site. We work with freight operators adding a second cross-dock, and the planning hire usually lands a month late. Worth twenty minutes?
Every message carries your unsubscribe link.Outreach from your own mailbox
Send from the mailbox you already use, with unsubscribe handling and suppression built in rather than bolted on.
- 42%
- 31%
- 18%
- 9%
A dashboard you arrange
Panels you choose, sized and ordered the way you work, over your workspace's own numbers.
- CA Corin Ashdale Owner
- IL Imogen Larkspur Administrator
- DP Dominik Pravec Member
- Invitation sent Not accepted yet
Workspaces and teammates
Invite the people you work with, give them a role, and keep each workspace's data to itself.
The research console
Research that cites its sources
A finding arrives with the page it came from, and nothing reaches your records until you accept it.
Both of those are properties of a finding and of a figure on an insight panel, and this page claims them for nothing else.
- A finding arrives with the address the run actually retrieved.
- You accept a finding onto the record; nothing is written behind you.
- Every figure on an insight surface is computed by the server, never written by a model.
Opened a second cross-dock in Tampere and is hiring a fleet planner
Lead creation is running a fifth above the trailing four-week average, and almost all of the lift sits in the mid-market band.
Cites: Leads createdHow it works
The steps, in the order you would do them
- Bring your data across Paste or upload what you already have. You see what would be created and what matches an existing record before anything is written.
- Work the queue Open the day on a list of who to reach and what is missing, rather than on a blank search box.
- Ask for the detail Send a company off to be researched, and decide what to keep. Every finding shows the page it was read from before it is written anywhere.
- Act, and keep the record Write, send and log the reply beside the company it belongs to, so the next person to open the record reads the whole story.
Running today
What is live right now, not on a roadmap
- Contacts, companies and deals
- Bring your data with you
- Research that cites its sources
- Outreach from your own mailbox
- A dashboard you arrange
- Workspaces and teammates
Built right
What is true whichever parts you use
Kept apart
Every workspace's records are kept apart from every other workspace's, enforced in the data layer on every read and every write by a filter the application cannot forget to apply.
Nothing watching
This page loads no script, sets no cookie and measures nobody who reads it. What is counted is how many times a page was opened, and there is nowhere to put who opened it.
Figures the server worked out
A number on an insight panel is one your own records produced. The assistant is never asked what a figure is, and the text it writes is refused if it contains one.
Spend you can see
Every AI call is charged against a balance you can see, itemised by what it was spent on, in your own workspace rather than a month after the fact.
Ready when you are
Start with the companies you already sell to, and bring the rest across when it suits you.
A new account starts with $5.00 of AI credit to try it with.
It is granted once per person, when you confirm your email address.
Get started