ForgeBOS — Complete Business Operating System
ForgeBOS replaces the patchwork of disconnected tools that professional services and project-based businesses run on — CRM, project management, invoicing, HR, email and reporting — with one fully configured system, deployed on the client’s own infrastructure and live in days, not months.
The Problem
A typical 10-person business pays for 8+ disconnected subscriptions - project tools, CRM, accounting, HR, scheduling and email marketing - with no single view of performance and duplicate data entry at every gap.
That patchwork typically costs £3,120–£7,080 per year in tooling alone — before counting the hours lost to manual reporting and re-keyed data. ForgeBOS consolidates it into one flat platform licence with no per-seat fees.
What We Built
A single, structured system managing the complete prospect-to-paid business lifecycle - every number live, every action audited.
Business Dashboard & Reporting
A configurable real-time view of every project, department and deal — row groups, named view filters and live financial stats. No exports, no pivot tables, no reconciling.
CRM & Pipeline
Company and contact records, prospect Kanban, kiosk capture forms and a complete prospect-to-paid lifecycle — one searchable record per client from first enquiry to final invoice.
Projects & Delivery
Projects, tasks and sub-tasks with Gantt views, a time logger and workflow templates — including deep-clone project structures that carry their invoicing with them.
Finance & Bookkeeper
Invoicing, recurring billing and subscriptions, debt collection, bank ledger and reconciliation, VAT and multi-currency — with pipeline and cashflow forecasting on live data.
Email & Communications
A full IMAP/SMTP inbox inside the platform with multi-account support — smart rules auto-assign every email to the right project and task, with WhatsApp and social comms logged alongside.
HR Suite
Timesheets, annual leave, payroll, PAYE/P32 tax, pension dashboard and mileage claims — fully integrated, so people data connects to the work actually being done.
Engineering & Deployment
Not generic SaaS - a configured business system delivered to each client’s specific workflow, on infrastructure they control.
Self-Hosted & Sovereign
Deployed via Docker on the client’s own VPS, cloud or our data centre — full data sovereignty, simplified UK GDPR compliance, and no data hostaging. One deployment supports multiple brands with strict tenant isolation.
Security Throughout
JWT authentication on every API route, optional TOTP two-factor, role-based access control, UUID routing so internal IDs are never exposed, bcrypt hashing and a complete audit trail on every action.
AI-Accelerated Delivery
The core subscription, billing and CRM platform reached functional first release in around a week — AI-accelerated development with architecture, security, code review and testing firmly under human control. Configuration and data import take days, so clients go live fast.
Ready to run your business from one system?
ForgeBOS is fully configured to your workflow before go-live - visit forgebos.com for a demo, or talk to us about what a business operating system could replace for you.
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