Automatically sync contacts and companies between ClientForge and your workspace in real time.
View and manage your sales pipeline stages directly from your dashboard.
Automatically log emails, calls, and meetings as activities in ClientForge.
Get notified when deals move stages, are won, or need attention.
Map custom fields between platforms to keep data consistent and complete.
Pull revenue data and forecasts from ClientForge into your analytics dashboard.
Enter your ClientForge API key to establish a secure connection.
Choose which contacts, deals, and pipelines to synchronize.
Set up automated workflows for contact updates and deal notifications.
Keep your entire team in sync by centralizing customer interactions and deal progress in one workspace.
Automatically assign incoming leads to the right sales rep based on custom rules and territory mapping.
Generate real-time pipeline reports combining CRM data with your workspace analytics for better forecasting.
No paperwork. No commitments. No credit card required.