FORGE OS PLATFORM

Run your business from one powerful workspace.

Forge OS brings customers, operations, marketing, messages, team management, bookings, finance, and analytics together so your business can move with clarity.

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FORGE OS COMMAND CENTER

CUSTOMERS & LEADS

FOLLOW-UPS

OPERATIONS COMPLETE

UPCOMING BOOKINGS

TEAM · REVENUE · INVOICES · ANALYTICS

FORGE OS PLATFORM

One workspace to run the business.

Forge OS brings customers, operations, marketing, messages, team activity, bookings, finance, and analytics into one calm operating system.

Customers

Manage customers, leads, follow-ups, and the next conversation.

Operations

Create repeatable operations, checklists, and accountable work.

Marketing

Plan campaigns and social content with the work visible to the team.

Messages

Organize customer messages and the follow-up work they create.

Team

Manage team members, permissions, and activity from one place.

Bookings

Keep upcoming bookings, appointments, and ownership clear.

Finance

Create invoices, track finances, and understand what is moving.

Analytics

Use the Command Center to see performance and what needs attention.

Integrations

Connect future business tools as Forge OS evolves.

HOW FORGE OS WORKS

A clear operating system for the business.

01 — Connect your business

Create a secure Forge OS workspace for your company.

02 — Organize the work

Add customers, operations, bookings, team members, marketing, messages, invoices, and finances.

03 — See what needs attention

Use the Command Center to view follow-ups, operations, bookings, team activity, finances, and performance.

FORGE AUTOMATION SERVICES

Your team shouldn’t be doing work software can handle.

Every business has repetitive processes that consume time, slow response times, and create unnecessary manual work.

MISSED LEADS

Potential customers reach out, but follow-ups get delayed or forgotten.

REPETITIVE WORK

Hours disappear into tasks that happen over and over again.

SLOW RESPONSES

Customers expect fast answers. Waiting can cost you business.

DISCONNECTED TOOLS

Your business relies on multiple tools that don’t always work together.

If a task happens repeatedly, there’s a good chance it can be automated.

WHAT WE AUTOMATE

Automation built around real business problems.

Forge Automation connects your existing tools with AI-powered workflows designed around the way your business actually operates.

AI Lead Follow-Up

Automatically respond to new inquiries, qualify leads, and keep follow-ups moving.

New Lead → AI Qualification → Personalized Response → Follow-Up

AI Lead Follow-Up

Automatically respond to new inquiries, qualify leads, and keep follow-ups moving.

New Lead → AI Qualification → Personalized Response → Follow-Up

Customer Communication

Automate repetitive emails, notifications, confirmations, and customer responses.

Inquiry → AI Response → Routing → Notification

Customer Communication

Automate repetitive emails, notifications, confirmations, and customer responses.

Inquiry → AI Response → Routing → Notification

Business Workflows

Connect the tools your business already uses and eliminate repetitive manual steps.

Tool A → Forge → Tool B → Automated Action

Business Workflows

Connect the tools your business already uses and eliminate repetitive manual steps.

Tool A → Forge → Tool B → Automated Action

AI-Powered Operations

Use AI to organize information, summarize data, classify requests, and assist your team.

Information → AI Processing → Organized Data → Action

AI-Powered Operations

Use AI to organize information, summarize data, classify requests, and assist your team.

Information → AI Processing → Organized Data → Action

FORGE AUTOMATION SERVICES

Find the work your business should stop doing manually.

Tell us what your team repeats every day. We’ll identify practical opportunities for AI and automation.

✓ Identify repetitive processes
✓ Find potential automation opportunities
✓ Determine where AI could help
✓ Identify potential time savings
✓ Recommend a practical automation strategy

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This request is separate from the Forge OS subscription.

FORGE AUTOMATION

WORKFLOW STRATEGY

HOW IT WORKS

From repetitive task to automated system.

01 — DISCOVER

We learn how your business currently handles a process and identify where time is being wasted.

02 — IDENTIFY

We find repetitive processes, bottlenecks, and opportunities for automation.

03 — DESIGN

We design an automation around your actual workflow—not a generic template.

04 — BUILD

We connect the necessary software and AI systems to create the workflow.

05 — LAUNCH

We test the system and put it into operation.

06 — OPTIMIZE

We improve the workflow as your business and needs evolve.

WHY FORGE

Automation should solve a problem—not create another one.

We find the bottleneck, build the system, and make the technology work around your business.

PRACTICAL

We automate real business problems.

INTELLIGENT

AI handles tasks that require more than simple rules.

SCALABLE

Systems can evolve as your business grows.

AI AUTOMATION, IN PLAIN ENGLISH

So, what exactly is AI automation?

Instead of your team manually repeating the same process every day, we connect your existing tools and AI to create a system that performs the process automatically.

WITHOUT AUTOMATION

Customer submits a form → Employee checks it → Employee responds → Information is entered → Follow-up happens → Appointment is scheduled

WITH AUTOMATION

Customer submits a form → AI responds → AI qualifies the customer → Information is stored → Follow-up happens automatically → Appointment is scheduled

ONE FORGE OS WORKSPACE

Every part of the business, finally organized.

Customers, operations, marketing, messages, bookings, finance, and reporting live in one calm workspace.

Lead Capture & Qualification

Respond to a new inquiry, ask the right questions, organize the lead, and notify your sales team.

New lead → AI responds → Qualified → Team notified

Lead Capture & Qualification

Respond to a new inquiry, ask the right questions, organize the lead, and notify your sales team.

New lead → AI responds → Qualified → Team notified

Appointment Booking

Handle appointment requests, check availability, confirm the booking, and keep your CRM current.

Request → AI communicates → Calendar → Confirmed

Appointment Booking

Handle appointment requests, check availability, confirm the booking, and keep your CRM current.

Request → AI communicates → Calendar → Confirmed

AI Customer Support

Understand questions, find relevant information, respond quickly, and escalate when a person is needed.

Question → AI understands → Response → Escalate

AI Customer Support

Understand questions, find relevant information, respond quickly, and escalate when a person is needed.

Question → AI understands → Response → Escalate

Review Requests

Prompt customers for feedback after a service or purchase and bring important replies to your team.

Service complete → Follow-up → Feedback → Notify

Review Requests

Prompt customers for feedback after a service or purchase and bring important replies to your team.

Service complete → Follow-up → Feedback → Notify

Daily Business Reports

Collect operational data, surface meaningful patterns, and send a useful summary to the right person.

Data collected → AI analyzes → Report → Owner

Daily Business Reports

Collect operational data, surface meaningful patterns, and send a useful summary to the right person.

Data collected → AI analyzes → Report → Owner

Invoice Processing

Extract invoice details, organize the data, update records, and notify the team when action is needed.

Invoice → Details extracted → Organized → Notify

Invoice Processing

Extract invoice details, organize the data, update records, and notify the team when action is needed.

Invoice → Details extracted → Organized → Notify

HOW FORGE OS WORKS

Connect your business. Organize the work. See what needs attention.

Forge OS gives local service owners a clear operating view without adding another disconnected tool.

HOME SERVICES SPOTLIGHT

A missed call doesn’t have to be a missed customer.

For plumbing, HVAC, electrical, cleaning, roofing, and other home services, an immediate helpful response can keep a conversation moving while your team is on the job.

MISSED CALL → TEXT → AI QUALIFIES → APPOINTMENT → TEAM NOTIFIED

01 — Identify. We look for repeat tasks: copying information, answering the same questions, sending reminders, or scheduling appointments.

02 — Map. We document what happens now, identify the handoffs, and decide what should happen automatically.

03 — Build, test, launch. We connect the right tools, test the workflow carefully, and improve it as your needs evolve.

FORGE OS, CLEARLY PRICED

A focused workspace for $249/month.

Save time on repetitive work.

Respond when it matters.

Keep information organized.

Reduce manual repetition.

Scale without extra steps.

Tell us what your team does manually.

We’ll help you identify where AI and automation could fit into your workflow.

Join Forge OS

FORGE OS PLATFORM

Built to connect when you’re ready.

Future Forge OS integrations are planned to help bring more of your business context into one workspace.

Square · Coming soon

Instagram · Coming soon

Facebook · Coming soon

TikTok · Coming soon

Gmail · Coming soon

Outlook · Coming soon

SMS · Coming soon

Google Calendar · Coming soon

Outlook Calendar · Coming soon

Already using Forge OS?

Open your secure workspace and continue managing your business.

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FORGE OS PLATFORM

Forge OS, clearly priced.

One calm workspace for the work that keeps your business moving.

$249/month

No setup fee · 14-day free trial · Cancel anytime

Customers and leads · Operations and checklists · Team management · Marketing and social planning · Messages and follow-ups · Bookings · Invoices and finance · Analytics · Secure organization workspace

Start your free trial

Access Forge OS