Forge
Projects & Tasks · Grow
Get things done.
Together.
Kanban boards, task lists, deadlines, and team collaboration — connected to your customers, not separate from them.
A forge shapes raw material into something strong — Forge turns ideas into finished work.
Before & After
Your project tool doesn't know about your customers. When a deal closes, someone has to manually create a project. Tasks live in a silo.
Features
Everything you'd expect.
And a few things you wouldn't.
Kanban & List Views
Flexible views for how your team works. Kanban boards for visual flow. Lists for detailed tracking. Switch anytime.
- Drag-and-drop kanban columns
- List view with sorting and filtering
- Custom fields per project type
- Subtasks and checklists
Team Collaboration
Assign tasks, set deadlines, leave comments, and attach files. Everyone stays aligned.
- Task assignments with due dates
- Comment threads on every task
- File attachments and links
- Activity feed per project
Client-Linked Projects
Link projects to CRM contacts or deals. See project progress right on the customer profile.
- Projects linked to Roots contacts and deals
- Project status visible on CRM profiles
- Auto-create projects when deals close
- Client-facing project portals (coming soon)
Connected
Forge doesn't work alone.
It works with everything.
In Practice
Real businesses.
Real results.
When a deal closes in Roots, a project template auto-creates in Forge with tasks, deadlines, and team assignments.
Result
Onboarding starts instantly. Nothing falls through the cracks. Clients see progress.
Each event is a project with task checklists — venue, catering, decor, invites. Team members own their tasks with deadlines.
Result
Every event runs on schedule. Last-minute scrambles disappear.
Teams on Forge complete projects 25% faster with automated task creation.
Available in Grow
Forge starts at $149/mo
Get started today. Upgrade or downgrade anytime.