CF
ContactForgeCustomer Relationship Platform
One platform · every customer touchpoint

Every tool you need to run customer relationships.

Contacts, deals, activities, tasks, inboxes, campaigns, automations and reports — all in one place, all designed for sales teams who treat their pipeline like the business it is.

Contacts & Companies

A full directory with custom fields, owners, tags and segments. Bulk import, dedupe and merge tools so you start clean and stay clean.

Deal Pipelines

Drag-and-drop kanban with custom stages, weighted forecasts, age-in-stage alerts and per-rep quotas. SDR, AE and CS each get their own board.

Activities & Tasks

Calls, emails, meetings and notes logged against the right record automatically. Tasks roll up into a prioritised queue so the next best action is always at the top.

Shared Inbox

Two-way email sync threads every reply onto the contact record. Assignments, internal notes, 11626mentions and SLAs without leaving the platform.

Campaigns & Automations

Segment, schedule and send. Multi-step automations branch on opens, clicks, or any custom property. Every reply lands back on the contact.

Reports

Pipeline by stage, conversion by source, win rates per rep, activity throughput, cohort retention. Save, schedule, export or pipe through the API.

Custom Fields & Segments

Track the data your business actually cares about. Build segments from any combination of fields and use them across campaigns, reports and automations.

Documents

Quotes, proposals, contracts and one-pagers attached to contacts and deals. Track who opened what and when.

2FA, Audit Log, Role Gating

TOTP-based 2FA, full audit trail on every admin action, granular permission groups. SOC 2 in progress.

See it on your own pipeline

14-day free trial. No card required for the Free plan. Setup takes <5 minutes.

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