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From operational mess to forged systems.

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Services/Forge Dashboards
Forge Dashboards

Custom business apps, trackers and software built around you.

Custom business software for small and growing UK businesses. We build apps, trackers, dashboards and CRM systems around how you work, with Outlook, Gmail and your existing tools connected where you need them.

Book a discovery callSee dashboard demos

From one practical tracker to a connected system for your team and customers.

Built around your work

One place to see and manage the work

Connected
  • 01

    Custom business apps

  • 02

    Trackers & CRM systems

  • 03

    Customer & team portals

  • 04

    Outlook & Gmail integrations

What you get

Tools to run the work, as well as see it

  • Bring leads, jobs, tasks or reports into one place
  • Improve visibility for owners and managers
  • Reduce duplicate entry across tools
  • Create clearer handovers and follow-up
  • Layer reporting and automation into one usable system
Who it is for

Built around the people doing the work

  • Growing businesses that need to know what is happening
  • Teams using multiple disconnected tools
  • Companies needing better pipeline visibility
What Forge builds

What could we build for you?

A simple app for one recurring headache, or connected software for a whole workflow. These examples are starting points: we shape the features and integrations around your business.

01

Sales & customer management

  • Lead and enquiry trackers
  • Sales pipelines and follow-up reminders
  • Customer records and contact history
02

Projects & tasks

  • Project boards and deadline trackers
  • Task allocation and team handoffs
  • Milestone and deliverable tracking
03

Jobs & field work

  • Job booking and dispatch boards
  • Mobile-friendly site forms and checklists
  • Visit logs, photos and completion records
04

Outlook & Gmail integrations

  • Turn incoming enquiries into customer records
  • Link email conversations to jobs or projects
  • Prepare follow-ups and track replies
05

Calendars & scheduling

  • Outlook and Google Calendar connections
  • Appointment and availability planners
  • Booking reminders and rescheduling workflows
06

Customer & supplier portals

  • Customer login areas and progress updates
  • Document uploads and approval requests
  • Supplier onboarding and information collection
07

Quotes & orders

  • Quote builders and approval tracking
  • Order status and fulfilment boards
  • Renewal and contract reminder tools
08

Stock & equipment

  • Stock levels and reorder trackers
  • Equipment allocation and asset registers
  • Maintenance schedules and service logs
09

Team & resource planning

  • Staff rotas and availability trackers
  • Workload and capacity planners
  • Onboarding checklists and training records
10

Finance & admin

  • Invoice status and payment follow-up trackers
  • Expense submission and approval tools
  • Project budgets and cost dashboards
11

Support & service requests

  • Shared request queues and ticket trackers
  • Issue assignment and escalation workflows
  • Response-time and resolution reporting
12

Reporting & connected data

  • Live KPI and performance dashboards
  • Scheduled reports and exception alerts
  • Connected views of spreadsheets, forms and business systems

Have something else in mind? Tell us what you need the software to do. We agree the scope, access permissions and available integrations with you before building.

Included
  • CRM / dashboard setup (Supabase, Airtable or similar)
  • Lead capture integrations
  • Pipeline stages and status workflow
  • Owner and team dashboard views
  • Onboarding and team training
Not included
  • Generic project-management tool resale
  • Enterprise BI platform rollouts
Your build

See what your system could look like

Explore these demos as starting points for your own app or dashboard. We shape the build and quote around the features, users and integrations you need.

All demos →
Dashboard

Lead Capture + CRM Dashboard

Enquiries arrive by email, web form, phone and social message, but follow up depends on someone remembering to chase. Leads go cold, ownership is unclear, and nobody has one place to see what is still open.

No enquiry gets missed again. Every lead has an owner, a status and a next action, visible in one dashboard.

See how it works→
Dashboard

Owner KPI Dashboard + Weekly Digest

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.

See how it works→
Internal tool

Internal Ops Workspace

Team work is spread across spreadsheets, chat threads and inboxes, with no shared source of truth for what stage anything is at.

One place for the team to manage the work, its stage and the handover, instead of five.

See how it works→
Discuss your build

Your system does not have to match a demo. Bring us the workflow you want to improve and we will help define a useful first version.

How it works

From your everyday workflow to working software

  1. 01

    Discovery: understand how the team works today

  2. 02

    Audit: find the visibility gaps

  3. 03

    Build: model the data and ship the dashboard

  4. 04

    Improve: refine views and add reporting

Questions

Custom business software: your questions answered

Practical answers about apps, CRM systems, dashboards, integrations and planning your build.

What is custom business software, and what can you build?

Custom business software is an app or system designed around your processes, rather than a fixed set of features. Forge can build tools for managing leads, customers, projects, jobs, stock, bookings and reporting. That could be a simple enquiry tracker, a customer portal or a connected system that takes work from first contact through to completion.

Is bespoke software development suitable for a small business?

It can be, especially when repeated admin or awkward workarounds are costing your team time. Start with one clear problem and a small, useful scope. If an existing product already fits your needs, configuring it may be the better option. A discovery call helps establish whether a custom build is justified by the work it will improve.

Can you build a custom CRM and lead tracking system?

Yes. A custom CRM can bring together contact details, enquiry sources, sales stages, conversation history, next actions and follow-up reminders. The fields and workflow are shaped around how you sell and serve customers. It can also connect to website forms, email and job tracking, so an accepted enquiry can move into delivery without being retyped.

Can the software integrate with Outlook and Microsoft 365?

Outlook integrations can support workflows such as creating records from enquiries, linking relevant emails to customers, preparing follow-ups and connecting appointments to a calendar. We check your Microsoft 365 setup, administrator permissions and available access before agreeing the integration. You decide which mailboxes and information the system needs to use.

Can you connect a business app to Gmail and Google Workspace?

Gmail and Google Workspace integrations can connect relevant emails, calendar events, forms and spreadsheet data to your business app. For example, an enquiry could create a lead record with an owner and a next action. The exact connection depends on your accounts, permissions and the workflow agreed during scoping.

Can you replace Excel or Google Sheets with a custom app?

Yes. A spreadsheet used to track jobs, customers, stock or projects can become an app with forms, searchable records, clear statuses and access for different users. We review the existing columns, formulas and data quality before planning the move. Useful spreadsheets can also stay in place and connect to the app where that makes more sense.

Can you build a customer portal or client login area?

Yes. A customer portal can let clients view progress, upload documents, submit requests or approve work. A supplier portal could collect onboarding information and track outstanding documents. We agree what each type of user can view and change, so the portal supports the customer journey without exposing internal working information.

Can you build job management and project tracking software?

Yes. Examples include job boards, scheduling tools, task assignments, site visit records, completion checklists and project milestone trackers. A team member could update a job from their phone while the office sees its latest status. The build can focus on a single stage or connect quoting, booking, delivery and follow-up in one workflow.

What is the difference between a business dashboard and a business app?

A dashboard brings together information such as sales, workload, overdue tasks and performance measures. A business app also lets people do the work: create records, assign tasks, approve requests and update progress. A custom system can combine both, with a useful overview alongside the screens your team uses every day.

Can custom software connect to our existing business systems?

Often, yes. Connections can include your website, CRM, accounting software, booking tools, spreadsheets and email platform. We check what each provider allows, how information should move and whether there are plan restrictions or additional costs. The aim is to reduce repeated entry while keeping a clear source of truth for each type of information.

How much does custom business software cost in the UK?

There is no single useful price for every build. Cost depends on the workflows, screens, user roles, integrations and data migration involved. A focused tracker has a different scope from a portal connecting several systems. Forge provides a tailored quote after discovery, with hosting, third-party subscriptions and any ongoing support considered separately so you can assess the full commitment.

How long does it take to build a custom business app?

The timeline depends on the scope, integrations, data preparation and feedback needed. We agree milestones once the workflow is understood, rather than promise a fixed delivery time before reviewing it. Starting with the most useful features lets your team test the core workflow before deciding what to add next.

Will the app work on phones, tablets and computers?

A browser-based business app can be designed for the devices your team uses, including phones, tablets and computers. This is useful for staff updating jobs or submitting forms away from a desk. Offline access, device-specific features and a native app-store release are separate requirements to discuss during scoping.

Can different staff and customers have different access permissions?

Yes. We can scope user roles so people see and change the information relevant to their work. For example, a manager may need reports and approvals, a team member may need assigned jobs, and a customer may need only their own records. Account access, sensitive information and permission checks should be agreed as part of the build.

What happens after the software is built?

Handover should cover how the system works, who manages access and how to report issues or request changes. We agree the hosting, maintenance and support responsibilities for your project, including any ongoing costs. New features and integration changes can then be assessed against what your team actually needs as the business develops.

Will I be locked into a specific tool?

No. We build dashboards around how your business actually runs, using tools like Supabase or Airtable, and hand over full access and documentation.

Which service fits

Which Forge service fits the problem?

Forge Consult helps decide what should be improved first. Forge Automations helps the next steps happen properly. Forge Dashboards gives your team a place to see and manage the work. Your website brings the enquiry in.

Forge Consult

Diagnose, assess and prioritise

Diagnoses how the business runs and produces a prioritised roadmap of what to improve first.

Explore Forge Consult→

Forge Automations

Move work reliably between steps

Helps enquiries, documents, reminders, quotes, updates and reports move properly.

Explore Forge Automations→

Forge Dashboards

You are here

Gives owners and staff one place to view, manage and update work.

Forge Websites

Capture demand and support the customer journey

Helps customers understand you, enquire, book or buy.

Explore Forge Websites→
Book a dashboard scoping callSee dashboard demos