One consolidated dashboard with leads, pipeline, tasks and a weekly email digest, with trends and alerts when KPIs slip.
Understanding how the week went means checking five different tools, with no single view of business health.
One weekly digest and dashboard show what improved, what slipped and what needs attention, without opening five tabs.
Data is pulled on schedule from CRM, calendar, accounting and task tools
Metrics are cleaned, matched and compared against targets
The dashboard updates with pipeline health, overdue items and quote ageing
A weekly digest email highlights what changed, what slipped and what needs attention
Alerts fire the moment a key metric moves outside its normal range
Best for growing businesses, agencies and construction firms already running on several tools. You keep the systems you use; this adds the missing view across all of them.
Growing businesses, agencies and construction firms using multiple tools
Forge Ops Partner, from £500/month
Pricing filters fit early. Larger builds are scoped after a discovery call or gap analysis.
Pick a day and time that suits you. We'll confirm by email and walk you through this system on a call.
