Relationship intelligence for referral-driven firms
Know which relationships grow the business and what needs attention next.
Forge connects contacts, introductions, opportunities, follow-ups, and outcomes so you can see who opens doors, what their referrals produce, and what needs attention next. Email and calendar activity keep the picture current without more data entry.
The demo needs no account. Every team member included. $349/month billed annually, or $450 month to month.
Referrals
| Referred by | Introduced | Stage | Next action |
|---|---|---|---|
| Michael Ross | Jane CarterCarter Advisory | Qualified | Send questionnaire |
| Sarah Patel | David LeeBaypoint Capital | Qualified | Ask Jordan to call |
| Jessica Lee | Maria GonzalezSummit Dental Group | In Progress | Follow up next week |
Relationship intelligence
Every introduction stays connected to what it produces.
Forge credits the source when an introduction comes in and carries that relationship through the contact, opportunity, and outcome. See who sends business and what happened next.
Referral sources
Ranked by introductions
- MR
Michael RossRoss & Hale LLP
- Carter Advisory
- Johnson Law
- Clarke Construction
- Riverside Title Co.
- SP
Sarah PatelPatel & Company CPAs
- Baypoint Capital
- Martinez CPA
- Harbor Point Hospital Foundation
- JL
Jessica LeeKeystone Community Bank
- Summit Dental Group
- Hughes Software
- Liu Family Medicine
Relationship intelligence
Know which relationships are cooling and who should follow up.
Forge uses email and calendar activity to rank relationships, show who knows each contact, and build a short follow-up list for the team.
Mailbox access is read-only, and you can revoke it any day. Nothing it reads is sold, used for ads, or used to train AI models. How Forge handles mailbox data. See the list in the demo →
What needs attention
- Olivia Bennett
A referral partner going quiet. Last exchange was 96 days ago.
Log follow-up → - Baypoint Capital
Jordan has the strongest connection to David Lee. Yours is cold.
Ask Jordan to reach out → - Nina Petrova
Michael Ross introduced her by email, but she is not in Forge.
Review the suggestion →
AI-assisted data entry
Forward the introduction. Forge updates the record.
Tell Forge who was introduced, who should get credit, and when to follow up. Forge creates or updates the contact and company, connects the referral source, and sets the follow-up date.
Forward the email
Fwd: Intro: Jane Carter <> you
Add Jane, credit Michael, follow up Friday.
Forwarded message · from Michael Ross
Jane, meet the advisor I told you about. She helped two of my clients plan around a sale.
Contact, referral and follow-up saved
Jane Carter
Founder, Carter Advisory
- Contact
- Jane CarterAdded
- Company
- Carter Advisory
- Referred by
- Michael RossCredited
- Follow-up
- Friday
Suggestions Forge finds in your inbox wait for your approval.
The opportunity
Every opportunity keeps the relationship behind it.
The referral source, the strongest connection, the stage, the next step, notes and follow-ups stay together from the first introduction to the final outcome.
Carter Advisory
Wealth Planning Engagement · Qualified
- Referred by
- Michael Ross
- Strongest relationship
- You and Jane Carter, warm
- Next step
- Send the planning questionnaire
- Last contact
- Intro call, 2 days ago
- Follow-up
- In 3 days
Note Jane's CPA is Sarah Patel. Bring Sarah in before the proposal.
Built deeper for insurance
Renewals and commercial submissions, built into Forge.
For independent insurance agencies, Forge adds renewal and X-date management, coverage tracking, and commercial submission preparation. It works alongside the AMS while keeping the relationship and next action visible.
Explore Forge for insurance →Renewals
19 accounts renew in the next 90 days.
- 14daysNorthgate ManufacturingWorkers comp · The Hartford · $86,000RRiley knows TomRequest loss runs →
- 16daysBrightwater LogisticsPackage · Travelers · $38,500?No contact yetFind an introduction →
Northgate Manufacturing
Commercial submission · Proposal
- GL
- Workers Comp
- Commercial Auto
- Umbrella
Submission18 of 22 documents ready
- Still needed:
- Loss runs, five years
- Payroll by class code
- +2 more
For consulting and advisory teams
Keep the introductions that grow your firm moving.
Bring referral partners, opportunities and follow-ups together across your consulting team. Start with Forge, then work directly with Nick on additional workflows, reports or integrations, scoped and quoted separately.
Explore Forge for consulting →Published pricing
One price for the firm, not per seat.
Relationship intelligence works when the whole team uses it. Every team member is included, and adding another person does not change the monthly price.
Monthly
$450per month, month to month · every team member included- Referral sources and account history
- Relationship health and attention lists
- Introductions captured from email
- Pipeline and opportunity reports
- Export your data any day
Add a team member on Monday and the bill does not move.
Prefer to talk first? Book a walkthrough
AnnualBest value
$349per month, billed annually ($4,188 a year) · every team member included- Everything in Forge
- Save $1,212 a year versus monthly (22.4%)
- Founding price holds while you stay subscribed
- Cancel within 60 days; unused time refunded pro rata
Pay annually and save 22.4% compared with twelve monthly payments.
Prefer to talk first? Book a walkthrough
- Pay through StripeMonthly or annual, on Stripe's secure checkout.
- Set your passwordYour workspace is ready as soon as checkout finishes. You sign in with your email.
- Get set up with NickHe follows up to walk you through setup. Import your own spreadsheets any day, free.
Need something Forge does not support? Work directly with Nick to scope additional fields, workflows, reports or integrations. Customization and data migration are quoted separately before work starts. For a platform built from scratch, Explore custom software →
The monthly plan is month to month, and you can import your own spreadsheets free. If we move your data or customize Forge for you, that is quoted separately. Your order form records the founding price and any annual cancellation and refund terms. Not sure which plan fits? Call Nick at (856) 522-4261.
See it work
See the source, the opportunity, and the next move on one record.
Open the demo with no account, sign up when you are ready, or book a walkthrough. Tell us how your firm tracks relationships today and we will show you how Forge fits.
Prefer direct? nick@nlc.consulting or (856) 522-4261