Forged OS

Run your entire business from one app.

Forged OS is the all-in-one CRM and business operating system built for field sales and operations teams who need speed, not spreadsheets. Manage your deals pipeline, your contacts, your invoices, and your team — all from your phone.

DEALS PIPELINE Track every opportunity from first contact to closed deal. Move deals through custom stages, log revenue values, and see exactly what's closing this week.

COMPANIES & CONTACTS Every client, prospect, and partner in one organized directory. Full history, linked deals, notes, and activity — always current, always accessible in the field.

TEAM CHAT WITH @MENTIONS Message your team inside the app. Tag teammates to route action items instantly and stop losing context across five different messaging apps.

INVOICING + QUICKBOOKS SYNC Create and send invoices without leaving the app. Forged OS syncs directly with QuickBooks so your books stay accurate.

VOICE MEMO AI COMMANDS Talk to it like a colleague. Say "Create a deal with Simpson Oil for $5,000 a month" and the deal is built automatically. Debrief a client call by just talking — Forged OS logs the note, links the company, and flags the follow-up. Built for people in trucks, on job sites, and between meetings.

TASK MANAGEMENT Assign, prioritize, and track work across the whole team. Nothing falls through the cracks.

CALL LOGS Every call tracked and tied to the right company and contact.

ORG FILE STORAGE Contracts, proposals, and internal docs — organized and searchable in one place.

TRAINING VIDEOS Onboard new team members with built-in training content, available anytime.

TEAM CALENDAR One shared calendar for meetings, deadlines, and milestones.

This app is exclusively for Forged clients and team members. To inquire about access, contact Frank@forgedcd.com