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Lead nurture pipeline
A visual drag-and-drop pipeline. Move a lead and the right follow-up sequence fires automatically — no lead ever goes cold in silence.
Most businesses run on a mess of inboxes, spreadsheets and sticky notes — and leads quietly die in the gaps. ForgeCRM puts your pipeline, follow-up automations, conversations, calendar, invoices, blog and reviews in one place. We set it up, wire it to your website, and keep it running. And if you're an agency, you can white-label all of it.
The features agencies pay GoHighLevel and HubSpot for — configured for your business and maintained by us.
A visual drag-and-drop pipeline. Move a lead and the right follow-up sequence fires automatically — no lead ever goes cold in silence.
Every contact shows their complete story: pages visited, forms submitted, emails opened, calls booked, invoices paid — one scrollable timeline.
Contacts, tags, notes, deal values and next actions in one place — searchable in a keystroke, exportable any time.
Build an invoice in a minute, send it, and let clients pay by card through your Stripe. Automatic reminders chase the overdue ones.
Welcome sequences, quote follow-ups, no-show recovery, 90-day win-backs — built once, running 24/7, measured per step.
Write and edit posts in a clean editor with live preview, then publish straight to your website — fuelling the SEO engine.
Email, SMS and WhatsApp threads in one conversation view, tied to the contact record — nobody asks "who's got this one?" again.
Appointments from your website land here with reminders that cut no-shows — synced with the Cal.com booking flow we build into your site.
Automatic review requests after every completed job, reply management, and a rating that climbs month over month.
Every landing page and form measured step-by-step, so you know exactly where prospects drop off — and what to fix.
Lead sources, conversion funnel, email performance and revenue — in plain English, not a dashboard maze.
Your logo, your colours, your domain. Sell it to your own clients as your platform — we stay invisible.
Marketing stops being guesswork when you can watch the path: the Google search, the page they read, the form they filled, the email that brought them back, the call they booked, the invoice they paid.
Landed from Google — "kitchen renovation website designer"
Website Creation + Lead Generation · $500–1,500/mo
Email + push · nurture sequence started
Thursday 2:30 PM via Cal.com
Full journey: Google → site → form → call → client
Typical outcomes across our client systems and industry benchmarks for automated follow-up.
Every business is different — on the free call we'll map these numbers to your current lead flow and show you where the gaps are.
Running an agency? ForgeCRM becomes your platform: your logo in the corner, your colours on every button, your domain on the login page. Your clients get a premium portal with your name on it — we handle the infrastructure, updates and support behind the curtain.
Same engine — four different brands. Yours is next.
It's the growth CRM we set up and run for clients: lead pipeline, nurture automations, a unified inbox, calendar, invoicing, email marketing, blog publishing, reputation management and reporting — one login. You get the tool plus the team that configures and maintains it.
Those are powerful platforms you still have to learn, configure and babysit. We deliver the same core capabilities already configured for your business — pipelines built, automations written, inbox connected — with our team maintaining the workflows. You use it; we run it.
Yes — that's the point. Your name, your logo, your accent colour, your domain (app.youragency.com). Your clients log into your branded system and never see ours. Try it now: open the demo, go to White-label, and re-theme it live.
Yes. Contacts, conversations, invoices and content are yours, exportable at any time. If you ever leave, everything goes with you.
A standard workspace — pipeline, three core automations, inbox channels, invoicing and the review engine — is live within one to two weeks, including migrating your existing contacts.
Perfectly — that's the unfair advantage. Your website's forms, booking flow and blog plug straight into the CRM, so the whole journey from first click to paid invoice lives in one system.
Poke around the live demo — drag a lead, send an invoice, re-brand the whole thing. Then book a free call and we'll map it to your actual lead flow.