Built for tradespeople & hands-on professionals

QuotesForge CRM.Built for trades. Built for business.

Win the work. Run the job. Collect the balance. Bring your visual lead pipeline, Turbo Quote estimates, branded proposals, schedules and invoices into one CRM. Open Daily Plan and know exactly what needs your attention next.

  • 14-day free trial
  • No card required
  • Works on your phone

Example quote · Q-2026-4821

Accepted

Workshop repair & equipment installation

Marcus Whitfield · Dublin, OH

Preparation & disposal$2,461.00
Materials & parts$4,144.00
Hardware & supplies$1,084.00
Crew labor$3,800.00
Total$12,385.40
Follow-up sequence paused, quote accepted after 2 reminders

Your entire customer pipeline. One CRM.

From incoming leads to repeat customers, QuotesForge puts sales, operations and billing in the same place. Less re-entry. Clearer priorities. A professional customer experience.

Lead capture & pipeline

Capture calls, referrals and form inquiries. See who is New, Quoted, Won or Lost, with stage updates from matching estimates and quote-linked invoices.

Quotes that win jobs

Turn job descriptions into itemized materials, labor and a pitch with Turbo Quote. Send branded proposals with photos, terms and online signatures.

Follow-up automation

Give every open proposal a planned next conversation. Build personalized sequences with customer names, quote totals and job details.

Invoices & payments

Convert accepted quotes into invoices, email branded PDFs and track unpaid, partial and overdue balances without retyping the job.

Repeat-business engine

Group customers, send customized review requests and draft targeted promotions. Keep the next sale connected to the work you already delivered.

Daily Plan & business visibility

Get an AI-prioritized action list from leads, estimates, unpaid invoices and upcoming jobs. See pipeline value, quote outcomes and revenue trends.

From opportunity to invoice, without starting over

1

Capture the lead

Capture the customer, service and follow-up date. Put the opportunity on your visual pipeline.

2

Send the quote

Use Turbo Quote, templates or your price book. Send a branded proposal with online acceptance.

3

Get paid

Schedule the work, create the invoice from the quote and keep the outstanding balance in view.

Choose the plan that moves your business forward

Start with a 14-day free trial, no card required. Choose Starter, Pro or Business for your next stage. Clear monthly pricing in USD.

Starter

For solo contractors getting organized.

$49/mo

  • Up to 50 leads / month
  • Unlimited quotes & invoices
  • Customer-facing quote pages
  • Basic pipeline
Start my free trial
Most popular

Pro

For growing crews closing more jobs.

$99/mo

  • Unlimited leads
  • Follow-up automation
  • Review requests
  • Quote templates
  • Payments via Stripe
Start my free trial

Business

For multi-crew operations.

$199/mo

  • Everything in Pro
  • Multiple users
  • Advanced reporting
  • Priority support
Start my free trial

NEXT: SEE IT IN MOTION

See how the whole customer pipeline connects.