# Forge

> Forge is an AI-generated CRM for small and mid-sized businesses. Instead of handing teams a blank canvas to configure, Forge interviews them about their business in a 30-minute conversation and generates the exact pipelines, fields, forms, sequences, and dashboards they need. Unlimited contacts on every plan, no per-contact pricing.

Forge is positioned as the HubSpot / Salesforce / Pipedrive / Zoho alternative for SMBs (5–200 people) who would rather sell than configure. The AI intake produces a working CRM — not a template — which teams then refine.

Key facts:
- Pricing tiers: Free ($0/user, unlimited contacts, three pipelines) → Starter (per-user) → Growth (per-user) → Enterprise (custom). Forge never charges per contact on any plan.
- Setup: under 30 minutes from sign-up to a working CRM.
- AI assistant included on every plan, scoped per-tenant, never trained on customer data.
- Native iOS and Android apps with offline support.
- Security: per-account isolation enforced in central middleware, TLS 1.3 in transit, AES-256 at rest, hourly point-in-time backups with 90-day retention, SOC 2 Type II in flight.
- Headquartered in Boston, Massachusetts, USA. Built and operated by Forge Software, Inc.
- Canonical domain: https://forge.boston

## Product

- [Product overview](https://forge.boston/product): Contacts, companies, deals, tickets, pipelines, lists, sequences, workflows, forms, meetings, products, quotes, dashboards, knowledge base, AI assistant — all generated.
- [Contacts](https://forge.boston/product/contacts): Typed properties, activity timeline, smart deduplication, GDPR-ready, unlimited on every plan.
- [Companies](https://forge.boston/product/companies): Domain auto-association, account hierarchy, firmographics, account-level rollups.
- [Deals](https://forge.boston/product/deals): Drag-and-drop pipelines, stage probability, weighted forecasts, multi-currency.
- [Tickets](https://forge.boston/product/tickets): Status pipelines, SLAs, linked-to-deals, public submission forms, CSAT.
- [Pipelines](https://forge.boston/product/pipelines): Unlimited pipelines on paid plans, generated stages, kanban + table.
- [Lists](https://forge.boston/product/lists): Static + dynamic with auto-refresh, deep filter builder, list-of-lists.
- [Forms](https://forge.boston/product/forms): Public-facing, field-mapped, conditional logic, hosted or embedded.
- [Meetings](https://forge.boston/product/meetings): Two-way calendar sync, round-robin, public booking pages.
- [Sequences](https://forge.boston/product/sequences): Auto-pause on reply, A/B subjects, send windows, idempotent tick engine.
- [Workflows](https://forge.boston/product/workflows): Visual builder, branching, AI actions, run history.
- [Email templates](https://forge.boston/product/email-templates): Token system, version history, AI rewriter.
- [Snippets](https://forge.boston/product/snippets): Slash-command insert, hot-reload across templates.
- [Products & Quotes](https://forge.boston/product/products-and-quotes): Catalog, line-item quotes, e-signature, Stripe payment.
- [Dashboards](https://forge.boston/product/dashboards): Generated dashboards, custom widgets, scheduled reports, drill-down.
- [Knowledge base](https://forge.boston/product/knowledge-base): Public + internal articles, AI assistant context.
- [AI assistant](https://forge.boston/product/ai-assistant): Tool-calling, per-account isolation, audit log, BYO model on Enterprise.
- [Integrations](https://forge.boston/product/integrations): Gmail, Outlook, Slack, Stripe, Zendesk, Mailchimp, Segment, Google Drive, Zapier, Make.
- [Mobile](https://forge.boston/product/mobile): Native iOS + Android, offline, voice notes, caller ID auto-log.
- [Import & migrate](https://forge.boston/product/import): HubSpot, Salesforce, Pipedrive, Zoho, CSV; dry-run + 24h rollback.

## Solutions

- [Agencies](https://forge.boston/solutions/agencies): Client-as-account, retainer pipeline, project sub-records.
- [Consultants](https://forge.boston/solutions/consultants): Solo-friendly pricing, engagement pipeline, public booking.
- [SaaS](https://forge.boston/solutions/saas): Separate new-logo and expansion pipelines, ARR rollups.
- [E-commerce](https://forge.boston/solutions/ecommerce): Shopify/BigCommerce sync, VIP, B2B wholesale, returns.
- [Real estate](https://forge.boston/solutions/real-estate): Buyer, seller, and listing pipelines.
- [Manufacturing](https://forge.boston/solutions/manufacturing): SKU-driven quotes, distributor channels, RFQ ingestion.
- [Nonprofits](https://forge.boston/solutions/nonprofits): Donor pipelines, 50% discount on every plan.

## Compare

- [vs HubSpot](https://forge.boston/vs/hubspot): No per-contact pricing, AI on all plans, 30-min setup vs. months.
- [vs Salesforce](https://forge.boston/vs/salesforce): Generated CRM vs. platform, $0/user vs. $25, included CPQ + AI + KB.
- [vs Pipedrive](https://forge.boston/vs/pipedrive): Adds tickets, knowledge base, custom objects, marketing automation.
- [vs Zoho](https://forge.boston/vs/zoho): One tool vs. 45+ products, AI-generated vs. manual.

## Customer stories

- [Evergreen Studio](https://forge.boston/customers/evergreen-studio): E-commerce, 24 employees, replaced HubSpot in 3 weeks, $38k annual savings.
- [Northwind Collective](https://forge.boston/customers/northwind-collective): Marketing agency, 62 employees, +18pt renewal rate lift.
- [Rivermill Supply](https://forge.boston/customers/rivermill-supply): Vertical SaaS, 118 employees, 92% forecast accuracy, $110k annual savings.

## Pricing & plans

- [Pricing](https://forge.boston/pricing): Free $0/user → Starter (per-user) → Growth (per-user) → Enterprise (custom).

## Resources

- [Blog](https://forge.boston/blog)
- [Docs](https://forge.boston/docs)
- [Getting started](https://forge.boston/docs/getting-started)
- [Core concepts](https://forge.boston/docs/concepts)
- [Changelog](https://forge.boston/changelog)

## Company

- [About](https://forge.boston/about)
- [Careers](https://forge.boston/careers)
- [Contact](https://forge.boston/contact)
- [Security](https://forge.boston/security)
- [Status](https://forge.boston/status)

## Optional

- [Privacy Policy](https://forge.boston/privacy)
- [Terms of Service](https://forge.boston/terms)
- [Cookies](https://forge.boston/cookies)
- [Full content for LLMs](https://forge.boston/llms-full.txt)