NLC Consulting
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Referral intelligence

Which relationships actually bring you business?

Forge tracks introductions, referral sources, opportunities, and follow-ups, so you can see the relationships behind your growth instead of guessing at them.

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IntroductionsSearch introductions…
DatePerson introducedIntroduced byOpportunityStatus
May 12Jane CarterCarter AdvisoryMichael RossWealth Planning EngagementOpportunity
May 8David LeeBaypoint CapitalSarah PatelInvestment PartnershipQualified
May 1Emily JohnsonJohnson LawMichael RossCorporate Counsel ReferralIn progress
Apr 25Robert KimKim & AssociatesAlex TurnerRetirement Plan ReviewFollow-up
Apr 18Linda MartinezMartinez CPASarah PatelTax Strategy EngagementClosed
42introductions tracked
8opportunities created

How it works

Forward the email. Forge does the rest.

Nobody fills in a CRM after a good introduction. Forge asks for one forward and a sentence.

  1. 01

    Forward the introduction

    The warm intro lands in your inbox the way it always has. Send it to Forge and stop there.

    you@yourfirm.com
  2. 02

    Tell it what happened

    Add Jane, credit Michael, follow up Friday. Forge reads the plain English and fills the record.

    Add person · Introduced by · Follow-up
  3. 03

    The relationship is on the record

    Jane is filed under Carter Advisory, credited to Michael Ross, with Friday already on the calendar.

    Credited to Michael Ross

What it tracks

Know what creates the next opportunity.

Four questions a relationship-led firm can never answer from a mailbox: who introduces you, who they are, what it is worth, and what you owe them next.

Introduction attribution

Top introducers, all time

  • Michael Ross17
  • Sarah Patel12
  • Alex Turner9
  • Jessica Lee6
  • Brian Chen4

Relationship groups

Everyone, sorted by what they are to you

  • Center of Influence24
  • Clients18
  • Prospects16
  • Partners8

Opportunity pipeline

Pipeline value $2.84M

  • Qualified$1.24M
  • In progress$980K
  • Proposal$420K
  • Closed won$200K

Follow-up activity

What you owe, and when

  • Tomorrow3
  • This week7
  • Next week5
  • Later2
  • Overdue1

Pricing

Simple pricing for relationship-led firms.

FoundingFirst 10 firms

$150per month · up to 5 users

Team features at a founding rate, locked for 12 months.

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TeamMost popular

$350per month · up to 10 users

Introduction tracking, attribution, pipeline, and follow-ups for a working team.

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Firm

$650per month · up to 15 users

The same platform across a larger practice, with room for every producer.

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Onboarding, data migration, and setup are quoted separately.

Need something built around your business?

Forge is one product. NLC Consulting also designs custom portals that connect your systems, data, and workflows behind one secure login.

Explore custom portals