--- title: "ForgeOne CRM Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about ForgeOne CRM Software - reviews, pricing plans, popular comparisons to other Construction CRM products and more." source_url: "https://www.capterra.com/p/10189742/ForgeOne-CRM/" page_type: "product" language: "en" publication_date: "2026-10-05" --- # ForgeOne CRM Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on October 5, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support) ForgeOne CRM ## What is ForgeOne CRM? ForgeOne™ CRM is a contractor-focused customer and job management platform built to connect the full workflow from lead through payment. Contractors can manage leads, customers, properties, inspections, photos, files, estimates, contracts, production, scheduling, crews, invoices, payments, job costing, reporting, customer communication, and portals in one system. ForgeOne™ CRM also includes storm intelligence, 12,356 preloaded insurance-style estimating line items, code-supported rebuttals, role-based access, supplier and measurement workflows, accounting connectivity, and mobile-friendly field tools. It is designed for roofing, restoration, general contracting, exterior, and specialty trade businesses that want fewer disconnected apps, less duplicate entry, and better visibility across office and field operations. ## What is ForgeOne CRM used for? [Construction CRM](https://www.capterra.com/construction-crm-software/) Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $179 Per User, Per Month Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for ForgeOne CRM?[Manage this product listing](https://www.g2.com/products/forgeone-crm/claim_requests/new?auto=true) ## FAQs about ForgeOne CRM Overview ### What company size and specific industries is ForgeOne CRM built for? ForgeOne CRM is designed for roofing, restoration, general, exterior, and specialty contractors that need one connected system to manage sales, field work, production, customers, and job finances. It is built for contractor businesses rather than general-purpose users, especially those handling project-based operations. Features and Usability ### What are the key features of ForgeOne CRM? ForgeOne CRM offers lead management, sales pipeline management, contact management, and buyer tracking for customer records and deal stages. It also includes project management, task management, scheduling, and project time tracking, plus reporting and analytics, customizable reports, document management, workflow management, and third-party integrations. Pricing ### How much does it cost and what fees or limitations are included? ForgeOne CRM starts at $29 per user/month for the Sales / Field Seat, with the Manager Seat at $39, the Additional Admin Seat at $59, and the Business plan at $179 per user/month. ForgeOne™ CRM Text costs $49 monthly flat rate, plus a $49 one-time carrier registration fee. Annual billing offers 12 months for the price of 10. Getting Started and Support ### What training and onboarding options does ForgeOne CRM offer? ForgeOne CRM provides in person training, live online sessions, documentation, and videos to help teams get started. In person and live online options support guided instruction, while documentation and videos offer self-paced reference materials for learning features and reviewing setup steps. Getting Started and Support ### What customer support options does ForgeOne CRM offer? ForgeOne CRM provides Email/Help Desk and Phone Support for customer assistance. No reviewer feedback about support quality is available, so user experience details such as response speed, helpfulness, or common issues cannot be confirmed from the catalog data. ## Features ACH Payment Processing Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH) Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Activity Tracking Track and document all activities across devices, networks, and other systems AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users API Application programming interface that allows for integration with other systems/databases Bid Management Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison ForgeOne CRM 42 features Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH) Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Application programming interface that allows for integration with other systems/databases Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison Track all information required to develop and sell lots in housing projects Track and manage schedules and meetings via an integrated calendar Notifications/alerts for upcoming events or tasks Tracks all change orders submitted across projects and updates the budget to reflect the most recent costs Track all company interactions with current clients Provides a channel for team members to share AI models, media files, communicate, and work together Manage and track all internal and external communication conducted via calls, email, text, or chat Manage, organize, and store contact information Track, store, and access client contracts or licenses Customize data fields to support various needs and use cases Alter the layout and content of reports Pre-designed layouts that can be customized to match preferences and requirements Import and export data to and from software applications Store, manage, and track all electronic documents in a centralized location Create and send email blasts/campaigns Estimate expected cost based on various factors before a project begins Primarily serving architecture, engineering, and construction industry professionals Form predictions based on past and present data/trends Use AI to generate content in the form of text, images, videos, etc. Track and manage inventory levels to maintain proper supply Calculate total itemized costs, including initial costs and any changes Store information about leads or contacts and track, manage and nurture them throughout the sales process Organize and manage all processes/procedures involved in purchasing goods and/or services Plan and coordinate all the resources, costs and time needed to execute assignments Measure time to completion or hours worked for projects Monitor the progress of projects from start to finish Generate quotes or estimates for customers View and track pertinent metrics to find patterns and gain insights from data Ensure that quotes/invoices are correct before sending to customers Pipeline view and tracking lead status Plan availability and assign specific time slots for tasks and resources Track information, qualifications, and contact details of subcontractors Create, manage and track all task activities and progression Set up connections to third-party platforms to improve business processes Track the duration and expiration of warranty as well as any obligations under that warranty Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. ## Pricing [View pricing plan details](https://www.capterra.com/p/10189742/ForgeOne-CRM/pricing/) ForgeOne CRM Business $179.00 Per User,Per Month It includes: - Also available for annual subscription offering 12 months for price of 10 months. Additional Admin Seat $59.00 Per User,Per Month It includes: - Annual billing offers 12 months for the price of 10 months. Manager Seat $39.00 Per User,Per Month It includes: - Annual billing offers 12 months for the price of 10 months. Sales / Field Seat $29.00 Per User,Per Month It includes: - Annual billing offers 12 months for the price of 10 months. ForgeOne™ CRM Text $49.00 Flat Rate,Per Month It includes: - $49 one-time carrier registration fee applies Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.