Agencies & consultancies
Run your business and client work in one place
Quote, invoice, schedule work, organize files, track follow-ups, and keep billing moving from one clean operations workspace.
$29/month. No tiers. No add-ons. No per-user fees.
QuotesInvoicesSchedulingFilesRemindersBillingCRM
Made for small business and service teams
Your team runs the business in ForgeDesk. Clients get polished quotes, organized files, and invoices that keep every next step moving.
Freelancers & solo service owners
Service businesses
From scattered tools to clean handoffs
Send polished quotes, keep files organized, and move work forward without chasing threads.
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Quote total
Public share link
Share quote
The workflow stays connected
Client request to quote, accepted work, invoice, reminder, and repeat work. One record, one clean handoff.
01
A client request comes in
Capture the request from email, a call, or your CRM. Pull up their history and start the quote in seconds.
02
Send the quote
Build a line-item proposal, brand it, and send it with no PDF attachments to chase down.
03
Quote gets accepted
Mark the quote accepted when the client gives the go-ahead, then schedule the work from the same record.
04
Work gets scheduled
Put it on the calendar, assign the right people, and keep files, tasks, and updates on the same record.
05
Invoice the same day
Close the work, send the invoice, and let reminders keep follow-up moving.
06
Billing stays visible
Outstanding, paid, recurring, and trending revenue stay visible without another spreadsheet.
More than disconnected admin
ForgeDesk gives small teams the quoting, scheduling, files, reminders, billing, and CRM tools your team uses every day.
$29/month flatUnlimited usersNo per-seat fees
Quotes & proposals
Build line-item quotes, brand them with your logo, and send polished public documents clients can review.
PDF signer
Prepare signed PDFs without printing, scanning, or passing documents through another point tool.
Invoices & reminders
Convert accepted work into invoices, send polished documents, and let reminders handle the follow-up cadence.
Scheduling
Put work on the calendar, assign the right people, and keep job timing visible without another scheduling spreadsheet.
Files
Keep client files attached to the right customer, quote, job, or invoice so the team knows where everything lives.
Client CRM
Every client, every project, every billing plan in one record. Multiple contacts per client, clean notes, and a full activity history.
Money & insights
Revenue, outstanding invoices, paid this month, and where cash actually stands without waiting for month-end.
Your team deserves one clean place to run the work.
Start free for 14 days. No credit card required.