Know which opportunities turn into booked jobs.
See your calls, messages, leads, bookings and marketing sources in one straightforward view—so you can understand what is generating work and where opportunities are being lost.
You shouldn’t have to guess which marketing is bringing in work.
Calls live in one place. Website forms live somewhere else. Bookings sit on a calendar, and nobody knows which source produced the customer. When that information is disconnected, it becomes difficult to know what is working, what is wasting money and where leads are falling through the cracks.
The numbers that help you make better decisions.
Bring your calls, messages, leads, bookings and source information together so you can see what is producing opportunities—and where follow-up may be breaking down.
Track incoming calls, website forms, chats, texts and other connected lead sources in one system.
See where opportunities originated so you can better understand which channels are producing calls, leads and bookings.
Follow opportunities from the first interaction through the pipeline and see which ones become scheduled work.
Review the messages, notes and activity connected to each contact without searching across separate tools.
See important activity and trends in a format designed for business owners—not data analysts.
Reporting reads from the same CRM, inbox and scheduling system, helping each number trace back to an actual customer interaction.
From customer activity to useful insight.
We connect the supported calls, forms, chats, texts and booking tools that generate customer activity.
New activity is recorded against the relevant contact and opportunity, reducing the need for manual entry.
See how opportunities progress from the first inquiry to follow-up, scheduling and booking.
Use clear summaries to understand which sources generate opportunities and where your process can improve.
Reporting is only useful when the information is complete.
Because your inbox, CRM and scheduling tools share the same system, calls and leads do not need to be manually copied into a separate spreadsheet before they can be measured.
Explore the CRM →Reporting questions, answered.
You can track activity from connected channels such as calls, texts, website forms, chat and online booking, along with lead sources and pipeline activity.
When source information is available, ForgeDBI connects it to the contact and opportunity so you can see where the lead originated.
The reporting available depends on the information your team records and the integrations connected to your account. We’ll explain exactly which financial and booked-job metrics will be available during setup.
No. The core reporting views are designed to surface the information most contractors need without requiring custom spreadsheets.
Yes. Authorized team members can access the information and tools available to their assigned account permissions.
Yes. Core reporting is included with the ForgeDBI platform. Some advanced reports or integrations may depend on your selected plan and setup.
Stop guessing. See what is generating work.
See how ForgeDBI connects your calls, leads, bookings and source information into one understandable view.