// FORGEOS CRM · YOUR WHOLE COMPANY · ONE PLATFORM
Fire your software stack.
How many apps does it take to run your business? Sales in one, quotes in another, jobs on a whiteboard and a phone system that hates them all. ForgeOS CRM replaces the lot, built around how your company actually runs.
// 01 / THE SYSTEM
Everything. One login.
Six workspaces on one database, one record per customer. A lead lands, gets scored, becomes a quote, a job, a schedule slot, an invoice and a payment, without anyone retyping anything.
01 / 07
Sales. Leads land, de-dupe and score themselves.
An inbound queue with source tabs and a quality score per lead. A drag-and-drop pipeline by stage, days-in-stage turning red, and a rep leaderboard.
02 / 07
Quoting. From the customer record to a signed quote.
One tap to quote from any client page. E-signing built in, the signed contract files itself on the job, and staged payments raise themselves as the job moves.
03 / 07
Jobs. Every job knows its next step.
Every job with its phase and how long it has sat there, explicit hold states, and one-click filters: overdue, check-measure this week, install this week.
04 / 07
Factory, if you've got one.
A live floor board, not a whiteboard: what's queued, what's running and what's booked across the floor. No factory? The layer stays out of your way.
05 / 07
Accounts. Straight into Xero.
Invoices, payments, supplier bills and payroll data flow to Xero, each branch to its own organisation, payments reconciling back every hour. Your bookkeeper keeps Xero.
06 / 07
Phones. The phone system lives inside the CRM.
Everyone gets their own number. Calls, texts and voicemail follow them from desk to mobile, and every conversation lands on the right customer record, recorded and transcribed.
07 / 07
Even HR.
People, roles, crews and the time clock on the same staff records as payroll. Contracts and performance documentation drafted properly.
// 02 / IT WATCHES THE THINGS YOU CAN'T
You see it live. Before the one-star review.
A client opens their quote. You see it live.
Unhappy customer? Flagged to management.
01
AI client brief
One tap writes the rep a brief before they knock: the property, the owner, the suburb, the angles. Live web research, not a template.
02
Every call transcribed
Recorded calls and voicemail are transcribed within minutes and filed on the customer's timeline. Who said what, when.
03
Unhappy-client detection
Inbound email, texts and tense calls are checked every 15 minutes. Management gets the alert with the full correspondence, before it hits Google.
04
Opens, live
Send a quote and watch it land. The moment a client opens a tracked email, a row and a pop-up tell you. Ring them while it's in their hand.
05
Nothing slips
Overdue replies light up. Every unanswered enquiry is tracked against a 24-hour promise, per person, per branch.
06
People decide
AI drafts, reads and suggests. Your team makes the calls. Every pick is labelled with the reason, and every change is logged.
// 03 / THE SCHEDULE
It fills itself against real capacity.
The installation schedule books work into the earliest slot your crews and lead times actually allow. Then drag, drop and stretch bookings like it's nothing.
- Capacity is real: crews, leave, lead times, travel.
- Drag. Drop. Done. Moves save straight back to every calendar.
- Smart crew suggestions, each one labelled with the reason.
// 04 / BUILT AROUND YOU
Your business. Not the other way around.
Off-the-shelf CRMs make your company work the way the software works. We do the opposite, and it's why your team will actually use it.
We come in.
On your floor, in your office. Not on a discovery-call script.
We talk to your team.
The people who quote, schedule, chase and invoice all day.
We find the pain.
The double entry, the whiteboard, the missed calls. Reported to the director, in writing.
We build the tool they want to use.
Your stages, your payment schedule, your phone menu, your words.
At Spartan Double Glazing, the national window company ForgeOS was forged in, this platform replaced the sales CRM, the phone provider and the e-signing subscription, and is retiring the job-management package now.
“Sorry, it can't do that.” We make it do that.
No support tickets · it's your platform
// 05 / STRAIGHT ANSWERS
What owners ask first.
Is it off-the-shelf?
No. Every company gets its own tailored build. We come in, talk to your team, find the pain, and shape the platform around how your business actually runs.
Does it replace Xero?
No, it feeds Xero. Each branch syncs to its own Xero organisation: invoices, payments, bills and payroll data flow through, and payments reconcile back every hour.
We're not manufacturers. Do we need the factory part?
Only if you make things. The factory workspace switches on for manufacturers and stays invisible for everyone else.
What happens to our phone numbers?
The phone system is built in. Everyone gets their own number, and calls, texts and voicemail follow them from desk to mobile, recorded and transcribed on the right customer record.
What happens when we need a change?
You tell us, we build it. No support tickets, no waiting a week to hear the software can't do that.
How do we start?
Enquire below. Fifteen minutes on the phone about how your business actually runs, and if ForgeOS CRM isn't right for you, we'll say so on the call.
// 06 / ENQUIRE
Bring your worst process.
Fifteen minutes on the phone about how your business actually runs. Any business, any size: trades, manufacturing, sales, service. Your team keeps working while we build.
- 01Any business, any size. Trades, manufacturing, sales, service.
- 02We build around your process. Your team keeps working while we do.
- 03Factory layer only if you need it. Xero stays. Your data is yours.
- 04If it's not right for you, we'll say so on the call.