Keep every lead, conversation and job opportunity in one place.
ForgeDBI brings your calls, texts, website inquiries, chats and bookings into one shared customer record—giving your team a clear view of what happened and what needs to happen next.
Leads get lost when every channel has its own inbox.
A customer calls, another submits a website form and someone else sends a text. When those conversations live in separate tools, follow-up depends on someone remembering to copy the information down. ForgeDBI gives your team one place to manage the opportunity from the first inquiry through the next step.
A CRM built around how contractors actually communicate.
Instead of forcing your team to piece together calls, messages and notes, ForgeDBI organizes each interaction around the customer and the opportunity they represent.
Bring supported calls, texts, forms, website chats, emails and third-party leads into one shared workspace.
Keep messages, notes, appointments and previous activity connected to the customer instead of scattered across different systems.
See which leads are new, which need follow-up, which have estimates scheduled and which have moved forward.
Give office staff and authorized team members access to the same current information.
Record important details and next steps so opportunities do not depend on one person’s memory.
Appointments remain connected to the customer and opportunity that created them.
Every opportunity follows one connected path.
Bring supported calls, texts, website forms, chats, emails and third-party leads into the same workflow.
ForgeDBI connects each interaction to a contact so your team can see the conversation, notes, appointments and history in one place.
Track the lead through the stages that match your process—from new inquiry and follow-up to estimate, booked work or closed opportunity.
Everyone works from the same current information, making it easier to see what happened and what needs to happen next.
The lead record and the appointment belong together.
When an opportunity is booked, the appointment is added to the calendar while the customer’s history remains available in the CRM. Your team can see who booked, what they need and what happened before the appointment.
Explore Scheduling →CRM questions, answered.
Yes. The core CRM and connected inbox are included with the ForgeDBI platform.
Yes. Your office staff and authorized team members can work from the same contacts, conversations, notes and opportunity pipeline.
It may, depending on your workflow. ForgeDBI covers core contact, lead, conversation, pipeline and scheduling needs. If you rely on specialized estimating, dispatch or accounting features, we’ll evaluate the fit before recommending a change.
Yes. Connected forms, AI website chat and online booking can create or update customer records without requiring your team to re-enter the information.
Supported third-party lead sources and email inquiries can be routed into the inbox. Available connections will depend on the source and your account configuration.
Existing contacts can generally be imported during setup. We’ll review the format and quality of your current data before migration.
Give every opportunity a clear next step.
See how ForgeDBI keeps your customer conversations, lead history, appointments and follow-up connected.