CRM for consulting and advisory teams
A CRM for consulting firms that grow through relationships.
Keep introductions, referral partners, opportunities and follow-ups in one place across your team. Start with Forge, then work directly with Nick, its builder, on the workflows your firm needs.
No signup for the demo. Every team member included. $349/month billed annually, or $450 month to month. Custom work quoted separately.
Your firm's introductions
Sample records from the live demo
| 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 |
From introduction to outcome
Keep the relationship behind every opportunity.
A partner makes an introduction. Record who referred the contact, create the opportunity, set the next follow-up, and record the outcome. The source stays connected as the conversation moves forward.
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
Forward an introduction with a short instruction to create or update the record. Suggestions discovered in your connected inbox wait for your approval. Open the demo to explore the sample records.
Referral partners
See which relationships bring work into the firm.
An introduction should stay connected to the person who made it. See each source's introductions, open opportunities and won outcomes, so your next partner conversation starts with the full history.
Built for independent consulting and advisory firms where several people manage relationships, including fractional CFO teams.
Referral sources
Sample records from the live demo
- 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
The next conversation
Know who has the relationship and what needs attention.
When several partners know the same company, Forge helps your team see the strongest connection. Email and calendar activity reveal cooling relationships and introductions that have not made it into the CRM.
Mailbox access is read-only and revocable. Nothing it reads is sold, used for ads, or used to train AI models. How Forge handles mailbox data.
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 →
Work directly with the builder
Start with Forge. Shape the next step with Nick.
Show us how your firm qualifies an introduction, follows up and wins an engagement. We will walk through what Forge already supports and discuss any additional fields, reports, workflows or integrations you need.
The subscription covers the existing platform. Additional development and assisted data migration are scoped and quoted separately before work begins. You know the cost and agreed scope before deciding.
Request a walkthrough for your firmPublished pricing
One price for the firm, not per seat.
Referral 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- Contacts, referral sources and account history
- Opportunities, follow-ups and outcomes
- Introductions captured from email
- Relationship health and attention lists
- Export your data any day
Add a team member on Monday and the bill does not move.
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.
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 your workflow in Forge
Bring one introduction. We will follow it through together.
Tell Nick how your firm records referrals and follows up today. See the current platform, talk through the gaps, and find out whether Forge fits your team. In the shared demo, start with Referral Sources, then explore a contact and its opportunities.
Prefer direct? nick@nlc.consulting or (856) 522-4261