Every step of client work,
in one workspace
Real software
for small teams
ForgeDesk isn't a stripped-down enterprise tool. It's built around the way small teams actually run client work.
One price for your whole team
$29/month flat. Unlimited users. No seat math every time you bring on a teammate or contractor.
Built for small teams
Designed around the way small teams actually run client work, not enterprise tooling squeezed into a smaller plan.
Set up without help
No onboarding calls, consultants, or training decks. Sign up, add your business details, send your first quote.
Every feature from day one
Quotes, invoices, scheduling, files, reminders, CRM, and money insights are all in the base plan.
Every tool client work needs.
Nothing it doesn’t.
No add-ons, no upsells, no juggling subscriptions for the basics.
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.
One thread,
end to end
Every step lives in the same workspace. Nothing gets dropped because someone forgot to update the other tool.
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.
Send the quote
Build a line-item proposal, brand it, and send it with no PDF attachments to chase down.
Quote gets accepted
Mark the quote accepted when the client gives the go-ahead, then schedule the work from the same record.
Work gets scheduled
Put it on the calendar, assign the right people, and keep files, tasks, and updates on the same record.
Invoice the same day
Close the work, send the invoice, and let reminders keep follow-up moving.
Billing stays visible
Outstanding, paid, recurring, and trending revenue stay visible without another spreadsheet.
One workspace. One flat price.
Open ForgeDesk on your phone, your tablet, or your laptop. Same workspace. Same clean view. Same bill.
One workspace for the whole team
Quoting, scheduling, files, customers, and invoices in one place instead of five subscriptions.
A polished record for every client
Your team sees quotes, invoices, files, jobs, contacts, and billing plans together instead of chasing forwarded PDFs.
Set up in minutes
No onboarding call, no implementation consultant. Sign up, add your business details, send your first quote.
One flat price for everyone
Unlimited users. Every feature. Your bill stays the same whether you're solo or a team of nine.
One workspace. Every step of client work.
Start free. No credit card. Set up in about 3 minutes.