ForgeDesk now brings quotes, files, invoices, reminders, and CRM into one workspace

One plan for your whole team

14% off

ForgeDesk Pro

One price. No upgrade traps.

$29/month

No credit card required. Cancel anytime.

Included in one price

Everything small teams need to run client work

Quotes and public share links
Invoices and reminders
Scheduling
Files
Client CRM
Money insights
Unlimited users

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.

Questions? Answered.

Plain answers for small teams deciding whether to keep stitching tools together.

Is there really just one plan?

Yes. Every ForgeDesk account gets the full platform: quotes, invoices, scheduling, files, CRM, recurring billing, reminders, and money insights. No tiers, no upgrades, no add-ons.

What happens during the 14-day trial?

Full access to everything from day one. No credit card required, so you can run real client work through it before deciding.

Can I cancel anytime?

Yes. No contracts, no cancellation fees. Cancel in settings and keep access through the end of the billing period.

What if my team grows to 8 people?

Same price. ForgeDesk covers your whole account with unlimited users, whether you're solo, a team of three, or a team of nine.

How is this so much cheaper than per-seat tools?

Most business SaaS charges per user or gates basic features behind upgrade tiers. We charge one flat $29 because that is easier for a small team to budget.

Is this built for big companies?

No. ForgeDesk is built for small teams. That's how it stays simple, fast, and lightly priced.

Do I need to install anything?

No. ForgeDesk runs in the browser on desktop, tablet, and phone. Nothing to install, nothing to maintain.

Is my client data safe?

Yes. ForgeDesk runs on modern cloud infrastructure with encryption in transit and at rest. Your data is yours, never sold, never used for advertising.