FIELD + PRODUCTION
Built around the contractor workflow.
Start with the job, then move into materials, measurements, production, and field execution without losing the customer or project details.
ForgeOne CRM Integration Network
One job. Every tool connected.
Order materials, get measurements, offer financing, move money, back up files, and coordinate the team from the same platform your company already uses. Less switching. Less re-entry. Fewer things falling through the cracks.
One job record Your company accounts Less double entry
INTEGRATION HUB
ABC Supply Co. Inc.Materials & Suppliers
HOVERMeasurements
QXOMaterials & Suppliers
EagleViewMeasurements
QuickBooks OnlineAccounting
Lowe's ProMaterials & SuppliersPEOPLE+PRODUCTS+POSSIBILITIES
LIVE CONNECTIONSAll active integrations across ForgeOne CRM
ABC Supply Co. Inc.Materials & SuppliersHOVERMeasurementsQXOMaterials & SuppliersEagleViewMeasurementsQuickBooks OnlineAccountingLowe's ProMaterials & Suppliers
Acorn FinanceFinancing
Google DriveStorage & backup
DropboxStorage & backupStripeStripePaymentsQuickBooks OnlineAccountingPlaidPlaidBanking data
OneLedgerForgeOne CRM connected app
PDR OneForgeOne CRM connected app
ForgeOne OpsForgeOne CRM platformPEOPLE + PARTNERS + PROGRESS
The integration belongs inside the job — not in another tab.
Your field team, office staff, suppliers, measurement companies, and financial tools all touch the same project. ForgeOne CRM keeps that work tied to the same customer and job so your team is not rebuilding it in five places.
OFFICE + CUSTOMER EXPERIENCE
Connected back to the people running the job.
Office teams keep the same customer, documents, order updates, measurements, and financial details in view.
INTEGRATION DIRECTORY
The full ForgeOne CRM integration network.
Explore the supplier, measurement, financing, accounting, storage, payment, banking, and ForgeOne CRM app connections available across the platform.
FEATURED PARTNER INTEGRATIONS
Industry connections built into the contractor workflow.
Explore how ABC Supply Co. Inc., HOVER, QXO, EagleView, and QuickBooks Online connect ordering, measurements, pricing, accounting, and job data directly to ForgeOne CRM.
×Available now
Materials & Suppliers
ABC Supply Co. Inc.
Search ABC materials, review your account pricing, choose the branch and delivery details, and keep the order with the job.
View integration
×Limited pilot
Measurements
HOVER
Start or sync HOVER measurements from the ForgeOne CRM job and keep the reports, status, and property together.
View integration
×Validation
Materials & Suppliers
QXO
Search QXO products, review your account pricing, build the order, and keep it attached to the ForgeOne CRM job.
View integration
×Available in ForgeOne CRM
Measurements
EagleView
Choose an EagleView report, review the price, place the order, and keep the measurement with the ForgeOne CRM job.
View integration
×Live & connected
Accounting
QuickBooks Online
Connect QuickBooks Online to ForgeOne CRM and move supported customer and invoice information into accounting without duplicate entry.
View integration
MORE INDUSTRY CONNECTIONS
Additional partner workflows available across ForgeOne CRM.
Materials & Suppliers
Lowe's Pro
Review Lowe's Pro materials, store availability, and pricing without leaving the ForgeOne CRM job.
View integration
Financing
Acorn Finance
Show the contractor's Acorn Finance option on the ForgeOne CRM customer screens where it can help the sale move forward.
View integration
BUSINESS, STORAGE + FINANCIAL CONNECTIONS
The services that keep files, money, and data moving.
Connect the services that support backups, payments, banking data, and the financial workflows behind each job.
Storage & backup
Google Drive
Back up ForgeOne CRM files to the contractor company's Google Drive while the company keeps control of its own Drive connection.
Open setup
Storage & backup
Dropbox
Back up ForgeOne CRM files to the contractor company's Dropbox while keeping unrelated Dropbox files outside the ForgeOne CRM connection.
Open setup
stripe
Available in ForgeOne CRM Payments
Stripe
Connect the contractor company's Stripe account to accept supported card and ACH invoice payments and keep payment activity visible in ForgeOne CRM.
Open setup
Accounting
QuickBooks Online
Send ForgeOne CRM customers and invoices to QuickBooks Online so accounting records can be created from the job workflow without re-entering the same information.
Open setup
PLAID
Available in OneLedger Banking data
Plaid
Connect bank accounts in OneLedger through Plaid so authorized users can review transaction feeds and match banking activity to the books.
Open OneLedger
FORGEONE CRM CONNECTED APPS
One platform, connected across the ForgeOne CRM product family.
ForgeOne CRM, OneLedger, PDR One, and ForgeOne Ops are designed to share the same customer, job, operational, and financial information without making the company rebuild it in each app.
ForgeOne CRM connected app
OneLedger
Connect ForgeOne CRM job and financial activity to OneLedger so the business can review costs, invoices, payments, and owner financial information in one place.
Open OneLedger
ForgeOne CRM connected app
PDR One
Connect PDR One financial activity to OneLedger so income and expenses can be reviewed with the rest of the business books.
Open PDR One
ForgeOne CRM platform
ForgeOne Ops
ForgeOne Ops connects service calls, dispatch, scheduling, crews, and field coordination with the rest of the ForgeOne CRM system.
Open ForgeOne Ops
Measurement to signed estimate, in one continuous walkthrough.
STEP 01 / 09
WHY FORGEONE CRM
Stop rebuilding the same job in five places.
The estimate is one place. The supplier order is another. Measurements, photos, payments, and customer communication can end up somewhere else again. ForgeOne CRM brings those tools back to the job so the team can work instead of chase information.
LINKED + INTEGRATED
One job. One record.
Supplier orders, measurements, financing, files, payments, and status updates stay on the ForgeOne CRM job where the work started.
DISCONNECTED WORK
Another login. Another rebuild.
Without a connection, the team may have to enter the same information again, track orders or measurements separately, and keep another system updated by hand.
Connect once
Company admins connect each service for their own business and choose the account or defaults the team should use.
Work from the job
Start the supplier order, measurement request, or financing option from the ForgeOne CRM job that already contains the customer and project information.
Keep the result
Status updates, documents, measurements, order details, and other supported information stay attached to the work they belong to.
BUILT FROM REAL CONTRACTOR WORK
Made by a contractor. For contractors.
ForgeOne CRM was built from years of hands-on contractor and insurance workflow experience across disconnected tools. If a feature does not save contractors time or make the job easier to run, it does not belong in ForgeOne CRM.
FOR TECHNOLOGY + INDUSTRY PARTNERS
Reach contractors where they already run the job.
ForgeOne CRM gives partners a place inside the contractor's day-to-day work instead of asking the contractor to leave the job, sign into another system, and rebuild the same information.