Forge stronger deals.
Get paid faster.
Forge 360 is the all-in-one CRM that takes your trade business from lead to final payment — pipeline, estimates, proposals, invoices, and crew coordination, all in one place. Built for roofing, siding, glazing, concrete, MEP, and every trade in between.
7-day free trial · No setup fees · Cancel anytime
One app replaces them all
Everything your trade business needs
Stop paying for CompanyCam, spreadsheets, and a dozen separate subscriptions. Forge 360 does it all — photos, estimates, invoices, and crew coordination in one place.
Visual Pipeline Board
Drag-and-drop leads from first call to won contract. Always know what needs your attention next.
Trade-Specific Estimating
Pre-built templates for every trade — roofing, siding, glazing, concrete, MEP, and more. Line items, markup, and tax calculated automatically — turn a scope into a quote in minutes.
AI CFO
Your AI Chief Financial Officer. Generates reports on revenue, margins, and cash flow — with plain-English recommendations on what to do next.
Branded Proposals
Generate polished, printable proposals with your logo, cover letter, site photos, and warranty highlights — no design skills required.
Invoicing & Payments
Track billing across every job, send invoices with one click, and watch outstanding balances in real time.
Built for the Field
Mobile-native design with bottom-tab navigation, pull-to-refresh, and safe-area layouts — built for how crews actually work.
Site Photos & Docs
Capture and organize job site photos, documents, and daily logs on every project — no more paying for a separate photo app.
Sales Leaderboard
Win rates, closed-won value, and outstanding proposals by rep — so you can coach what matters.
Team & Tasks
Assign jobs, log daily work, and keep crew communication in one place, tied to every project.
Fully Customizable Branding
Your logo, colors, and company info on every proposal, invoice, and screen — branded as your business, not ours.
See your whole sales pipeline at a glance
Move deals through every stage — lead, inspection, proposal, won, in progress — with a drag-and-drop board. Filter by rep, property, or trade so nothing slips through the cracks.
- Drag-and-drop status changes
- Per-rep visibility & permissions
- Automatic next-action reminders
Trade-specific estimating that closes deals
Pre-built templates for every trade — roofing, siding, glazing, concrete, MEP, and more — with line items, quantities, unit costs, markup, and tax all calculated automatically. Turn a rough scope into a polished, branded proposal in minutes.
- Templates for every trade & scope
- Auto-calculated markup & tax
- Branded proposals with site photos & cover letters
Your AI Chief Financial Officer
Get a generated financial report that analyzes your revenue, profit margins, outstanding invoices, and cash flow — then tells you exactly what to do next. No spreadsheets, no guesswork.
- Revenue & margin analysis by project
- Cash-flow forecasts & overdue alerts
- Plain-English recommendations you can act on
Built for the field
Designed mobile-first with bottom-tab navigation, pull-to-refresh, and safe-area layouts. Your estimators and crew leads get a native app experience on iOS and Android.
- One-handed, touch-friendly controls
- Offline-friendly job data on the go
- iOS & Android apps available
Loved by trade contractors
Join hundreds of roofing, glazing, and trade businesses already growing with Forge 360.
"We went from losing track of proposals to closing 38% more deals. Forge 360 paid for itself in the first month."
"The estimating templates alone saved us 10 hours a week. Our reps turn around branded proposals in minutes, not days."
"The AI CFO report caught a cash-flow gap before it became a problem. It's like having a full-time CFO without the salary."
"My reps love the pipeline board. Everyone can see exactly where each deal stands and what needs to happen next."
"We replaced CompanyCam, a spreadsheet, and our invoicing software with one app. The savings are real."
"Site photos, daily logs, and proposals all tied to the project. My field crew and office are finally on the same page."
Fully customizable to meet your brand needs
Make Forge 360 look like it was built in-house. Drop in your logo, set your accent color, and add your office locations, license number, and warranty terms — every proposal, invoice, and screen carries your brand, not ours.
Pricing that scales with your crew
Everything included in every plan. No per-user fees, no hidden add-ons. Cancel anytime.
- Everything in the platform
- Up to 5 team members
- Pipeline & estimates
- Invoicing & proposals
- Everything in Starter
- Up to 10 team members
- Sales leaderboard
- Service agreements tracking
- Priority support
7-day free trial · Cancel anytime
Compare every feature
See exactly what's included in each plan
| Features | Starter | Growth | Enterprise |
|---|---|---|---|
| Team members | Up to 5 | Up to 10 | Unlimited |
| Pipeline & lead tracking | |||
| Trade-specific estimating | |||
| Branded proposals | |||
| Invoicing & payments | |||
| Site photos & daily logs | |||
| Team tasks & communication | |||
| Calendar & look-ahead scheduling | |||
| Properties & subcontractors | |||
| Sales leaderboard | |||
| Service agreements tracking | |||
| Priority support | |||
| AI CFO financial reports | |||
| Daily team summaries | |||
| Dedicated onboarding |
Frequently asked questions
Everything you need to know before getting started.