Every client. Every deal.
One source of truth.
ClientForge is the CRM at the heart of EternalEngine. Manage accounts, contacts, deals, leads, and pipelines from one place. Every interaction is logged. Every opportunity tracked. Nothing slips through the cracks.
Everything you need to manage clients.
ClientForge ships with 38 endpoints covering accounts, contacts, deals, leads, pipelines, custom fields, workflows, email sequences, and a unified activity timeline. Real CRM, not a spreadsheet wearing a suit.
Accounts & Contacts
Companies and the people inside them. Roll up multiple contacts into one account, see every deal across the relationship, track parent/child company structures.
Deals & Pipelines
Multiple sales pipelines with custom stages. Drag-and-drop deal cards across stages, track value, probability, and expected close. Build a pipeline per service line or per team.
Leads & AI Scoring
Capture leads from any source. AI scores each lead by close probability based on engagement signals, firmographics, and your historical conversion patterns. Convert qualified leads to deals with one click.
Activity Timeline
Every email sent, estimate signed, invoice paid, file uploaded, and note logged — in one chronological feed per account. Cross-app: events from BidForge, TitanLedger, AssetVault, and PostFrame all flow here automatically.
Tasks & Notes
Attach follow-up tasks and rich-text notes to any contact, account, or deal. Set due dates, assign teammates, and get reminders. Never lose context between conversations.
Email Sequences
Multi-step nurture campaigns powered by PostFrame. Enroll contacts on lead-creation, deal-stage-change, or any custom trigger. Pause, resume, advance, or cancel enrollments as relationships evolve.
Custom Fields
Extend any entity type with the fields your business actually needs. Service area, license number, lead source, project type — model your domain without engineering tickets.
Workflows
Trigger automations on any record change. Auto-assign deals by region. Send welcome emails on lead creation. Notify the team when a high-AI-score lead arrives. Deterministic, observable, no third-party Zapier required.
Dashboard & Layouts
Aggregated metrics across pipelines, deal velocity, win rates, and team performance. Save layout preferences per user, so everyone sees what matters to their role on login.
One client journey. Four apps. Zero copy-paste.
ClientForge isn't a silo. The deal you closed yesterday becomes the project, the invoice, and the receipt — automatically.
Lead lands in pipeline. AI scores it. You qualify and move to Proposal stage.
Build estimate from deal data. Customer signs digitally. Acceptance fires next step.
Project auto-spawned from the signed estimate. Milestones tracked, hours logged, files in AssetVault.
Milestone completion triggers invoice. Customer pays via PayGate. Activity feed back to ClientForge.
Every event posts back to the deal's activity timeline in ClientForge — so the salesperson, the project manager, and the bookkeeper all see the same source of truth.
Every interaction. One feed.
Open any account or deal and see the full history — emails sent, calls logged, estimates signed, invoices paid, files uploaded, notes added. Across every app. Across every teammate. Chronologically, instantly, queryable.
- Cross-service feed — events from BidForge, TitanLedger, ProjectPath, AssetVault, and PostFrame all post here automatically
- Per-account & per-deal views — drill in and see what happened, when, and who did it
- Searchable & filterable — find that conversation from six months ago in one query
Built for service businesses.
ClientForge ships with the data model real service businesses actually need — not a generic CRM template wearing a logo.
REST endpoints
Core entity tables
Tenant isolation, every row
Custom field extension
Included on every paid tier
ClientForge is a Universal app — every plan, from Free ($0) and Basic ($9.95/mo) through Team ($49/mo), Pro ($99/mo), and Business ($199/mo), ships with the full CRM. No upsell, no per-contact fees, no record limits beyond your tier's storage cap.
Better together. By design.
ClientForge is the memory of the OS — every estimate, invoice, booking, email, and file from the other apps lands on the client's timeline here.
Common questions, straight answers.
Is ClientForge on the Free plan?
Yes. ClientForge CRM is included on every plan, including Free with 100 contacts; paid plans raise the contact limit.
Can I import my existing contacts?
Yes. Import contacts, companies and deals from CSV; larger migrations can be handled with the team.
Does it include invoicing?
Yes. Free includes 5 invoices and 5 estimates a month from the CRM; TitanLedger and BidForge on Pro add the full finance stack.
How does the AI help?
Albedo scores leads, summarizes a deal, drafts the next email and can create follow-up tasks, and it asks before writing anything.
Run your business from one place.
Five plans, seventeen launch apps, one dashboard. Set up in under 5 minutes — change tiers any time.
From $0 · Basic $9.95/mo · Save 20% on annual billing · Upgrade or downgrade any time