Your organization owns its data.
Keep business records and branding tied to the right organization. A parent–child relationship does not automatically share access.
FORGE™ · Where Visions are FORGED™
Your operation.Connected.
From the first relationship to the final payment. Bring finance, people, projects, commerce, and experiences together—with the capabilities your organization actually needs.
Explore capabilities ↓01
The platform
Built around your work.
Not the other way around.
Run a business, a chapter, a nonprofit, or a portfolio. FORGE combines an operating workspace with reusable modules and purpose-built applications. Start with a practical need—not a wholesale replacement of every system.
Connect the pieces your organization needs
Modules handle the work.
Connect the capabilities you need: proposals, inventory, ticketing, finance, and more. Access and configuration remain explicit.
People get the right interface.
Teams work in FORGE or a connected app. Customers, members, and guests use the appropriate branded portal or experience.
New connections. Practical outcomes.
More of the journey.
Less work between systems.
These expanding workflows show what the platform can bring together. Module access, provider connections, and organization setup determine what is enabled.
02
The capability library
Explore the pieces.
See what they make possible.
Find a capability, open its details, and see a practical use case. “Available” describes a deployed workflow; “Beta” and “Pilot” identify narrower implementations. Current subscription types vary by user count or organization type—not module selection. Roles, readiness, and configuration still apply.
25 of 25 capabilities
Illustrative workflowFinancial operationsUnderstand cash, commitments, and the events behind your forecast.Features & use case
What it does
- Account balances, financial events, and recurring schedules
- Cash-flow forecasting and supplier exposure
- Organization views and explicitly selected combined reporting
In practice
A multi-company operator reviews upcoming supplier payments without mixing every company’s finances.
Scope & setupSource accounting systems remain authoritative for their payment and balance facts.
Discuss this capability ↗Illustrative workflowScenario Builder & Formula BuilderTurn assumptions into a decision you can explain.Features & use case
What it does
- Revenue and expense streams with timing and editable assumptions
- Reusable calculations and budget-to-actual comparisons
- An explicit handoff from an approved scenario to the forecast
In practice
A nonprofit compares attendance, sponsorship, and production costs before committing to an event.
Scope & setupSaving a scenario does not automatically change actuals or commit spending.
Discuss this capability ↗Illustrative workflowInvoices & receivablesMove from outstanding balances to a clear follow-up queue.Features & use case
What it does
- Open invoice and payment-state visibility
- Receivables review, reminders, and delivery history
- Organization-specific senders for business documents
In practice
A service company reviews unpaid invoices and sends the right reminder from its own organization.
Scope & setupSources and payment links vary by application and provider. On the Runway’s customer invoice flow uses its configured Stripe connection.
Discuss this capability ↗Illustrative workflowCommission managementConnect sales performance, gross profit, expenses, and compensation.Features & use case
What it does
- Configured sales-report imports and duplicate review
- Assignment review and commission calculations
- Accruals and supporting-record visibility
In practice
A sales organization reviews gross profit and assignments before approving its commission cycle.
Scope & setupSource data and compensation rules must be configured; this is not a payroll processor.
Discuss this capability ↗Illustrative workflowRewardsPilotMake card spend and benefit decisions more deliberate.Features & use case
What it does
- Card-wallet and spending-category comparisons
- Benefits and annual-value tracking
- Points and rewards modeling
In practice
An operator compares the value of different business cards for planned vendor spend.
Scope & setupSeparate from customer Loyalty programs. Estimates depend on current provider terms and entered assumptions.
Discuss this capability ↗Illustrative workflowProperty IntelligenceBring property evidence and operating assumptions into one decision.Features & use case
What it does
- Property records, research evidence, and comparisons
- Financing and operating-economics models
- Connections to tasks, scenarios, and forecast planning
In practice
A property team compares locations and tests the effect of financing and operating costs.
Scope & setupResearch evidence is distinct from assumptions; models are not appraisals or guaranteed returns.
Discuss this capability ↗Illustrative workflowContacts & relationshipsKeep the people and companies behind the work in context.Features & use case
What it does
- Organization-owned people and company directories
- Roles, relationships, and duplicate review
- Links to projects, sales, vendors, and teams
In practice
A chapter records a venue contact, sponsor representative, and volunteer with their different relationships intact.
Scope & setupRecords remain organization-scoped. A matching name or email does not by itself grant access.
Discuss this capability ↗Illustrative workflowTasks, projects & calendarConnect a plan to owners, dates, conversations, and files.Features & use case
What it does
- Assignments, status, conversations, and multiple attachments
- Project schedules, budgets, and accountable owners
- Calendar views for task dates and appointments
In practice
An event team assigns production milestones, attaches vendor documents, and tracks what needs attention.
Scope & setupExternal calendar feeds and application links require their respective connection setup.
Discuss this capability ↗Illustrative workflowOrganizations, teams & membershipGive the right people access to the right organization.Features & use case
What it does
- Independent organizations and parent–child structures
- Invitations, roles, application grants, and permission checks
- Organization branding and workspace context
In practice
A national association, region, and local chapter share a structure while keeping access explicit.
Scope & setupTeam membership is distinct from paid subscriptions. Parent relationships do not automatically grant access across a hierarchy.
Discuss this capability ↗Illustrative workflowProposals & agreementsPrepare commercial offers with reusable structure and controlled sharing.Features & use case
What it does
- Drafts, reusable templates, and pricing lines
- Organization branding and customer publication links
- Agreement records and commercial workflows
In practice
A rental supplier prepares an event proposal with catalog pricing and shares a branded customer view.
Scope & setupAdvanced contributor intake and proposal evaluation are still in development. Publishing is not the same as sending, reserving stock, or collecting payment.
Discuss this capability ↗Illustrative workflowFORGE SupportGive requests a destination, a conversation, and a status.Features & use case
What it does
- Organization helpdesks and separate platform routing
- Priorities, replies, searchable queues, and status tracking
- Help & Learning guides and FAQs
In practice
An association tracks a member’s support request through resolution without losing the conversation.
Scope & setupOrganization helpdesks must be enabled. Live chat, screen-sharing, and chatbot support remain planned.
Discuss this capability ↗Illustrative workflowFORGE InventoryManage catalogs, availability, reservations, and equipment custody.Features & use case
What it does
- Item catalogs, stock counts, suppliers, and pricing
- Project-linked reservations with overlapping-date checks
- Check-out, returns, and optional Logistics connections
In practice
An equipment provider reserves 20 units for a project and tracks partial returns before closing the job.
Scope & setupReservations, custody, and transport remain separate records with deliberate links; linking a proposal does not silently reserve stock.
Discuss this capability ↗Illustrative workflowFORGE LogisticsCoordinate the movement of equipment and resources.Features & use case
What it does
- Transport jobs, drivers, vehicles, and manifests
- Dispatch, delivery, pickup, and return status
- Optional Inventory links and shipping-provider setup
In practice
A production company connects an outbound delivery with its return pickup and final equipment check-in.
Scope & setupStock and transport status retain separate controls. Carrier services require a configured provider.
Discuss this capability ↗Illustrative workflowFORGE StorefrontConnect products, customers, orders, and fulfillment.Features & use case
What it does
- Catalog items, variants, media, and supplier information
- Pricing, orders, and fulfillment workflows
- Inventory-linked commerce and payment connections
In practice
A club creates a merchandise catalog with sizes, colors, and multiple fulfillment suppliers.
Scope & setupLive checkout, tax settings, shipping, and providers require organization-specific validation. A catalog alone does not activate payments.
Discuss this capability ↗Illustrative workflowAppointments & bookingsMake services, resources, and availability work together.Features & use case
What it does
- Services, resources, recurring availability, and blocks
- Capacity and time-conflict checks
- Booking review, confirmation records, and change requests
In practice
A service business offers appointments around staff, rooms, capacity, and turnaround time.
Scope & setupAdditional automated notifications and invoice handoffs remain in development. Connected booking apps may retain their own reservation authority.
Discuss this capability ↗Illustrative workflowSubscriptions & access plansConfigure how customers subscribe to an application or offering.Features & use case
What it does
- Application-scoped plans and storefront settings
- One-time and recurring pricing with provider-backed checkout
- Billing-state and access-entitlement controls
In practice
A software business connects subscription status to the appropriate application access.
Scope & setupProvider setup and application-specific entitlement wiring are required; plans do not override organization permissions.
Discuss this capability ↗Illustrative workflowFORGE LoyaltyStart an organization-owned rewards program with an auditable ledger.Features & use case
What it does
- Organization-scoped program settings and customer accounts
- Manual points adjustments and append-only activity history
- Explicitly linked balance snapshots in SecureOne
In practice
A club configures its program in FORGE OS and records approved points against the right customer account.
Scope & setupManaged in FORGE OS with its existing organization permissions. A customer reward catalog, automatic earning, tiers, and universal cross-app synchronization are not enabled.
Discuss this capability ↗Illustrative workflowTicketStudio & FORGE TicketingBuild the seating plan and carry the ticket through entry.Features & use case
What it does
- Visual sections, tables, seats, ticket types, and availability
- Purchases or manual issuance, transfers, and seat/type reassignment
- Branded emails, SecureOne ticket views, and mobile QR check-in
In practice
A gala team moves a guest from GA to an available VIP seat, revokes the old QR, and checks the current ticket at the door.
Scope & setupPayments and notifications need configured providers. Manual issuance does not collect payment. Ticketing push notifications are not yet implemented.
Discuss this capability ↗Illustrative workflowProspecting & call campaignsTurn a contact list into accountable relationship-building.Features & use case
What it does
- Prospect records, activities, and follow-up dates
- Audience review, caller assignment, outcomes, and queues
- On the Runway business-card capture, crop, review, and local drafts
In practice
A sponsorship team distributes outreach across existing relationships and records the next action after each call.
Scope & setupCard extraction requires human review. The expanded shared prospecting workflow is being developed incrementally.
Discuss this capability ↗Illustrative workflowWellTold & marketing planningTurn event material and media into reviewed, publish-ready stories.Features & use case
What it does
- Story planning and media context
- Content review and approval workflows
- Connected publishing preparation
In practice
A nonprofit prepares a post-event impact story and routes it for review before publication.
Scope & setupChannel connections and publishing approval are configured separately; this does not imply unattended posting to every network.
Discuss this capability ↗Illustrative workflowEvent operations & fundraisingRun event-specific workflows in On the Runway™.Features & use case
What it does
- Run of show, vendor pipeline, sponsors, and branded portals
- Donation and auction workflows with configured Stripe payments
- Event P&L reports, customer invoices, and acknowledgment review
In practice
A charity coordinates sponsors and auction items, then reviews the financial result and donor communications.
Scope & setupThese are On the Runway capabilities, not duplicated FORGE modules. Tax acknowledgments require accurate organization details and review.
Discuss this capability ↗Illustrative workflowFORGE CommunicationsSend from the right organization and track the result.Features & use case
What it does
- Verified senders and transactional document delivery
- Ticketing email and configurable SMS connections
- Messaging settings, usage statements, and delivery callbacks
In practice
An organizer sends branded ticket updates while keeping platform notices and marketing settings separate.
Scope & setupSMS requires provider setup and consent. Marketing campaign sending and automated collection of communications usage charges are not enabled.
Discuss this capability ↗Illustrative workflowIntegrations & data intakeStart with your existing inputs. Connect more as the workflow matures.Features & use case
What it does
- Manual entry, copy/paste, report imports, and review
- Accounting, payment, communication, and commerce connectors
- Provider-specific sync, source references, and duplicate controls
In practice
A business starts with report imports and later connects QuickBooks while keeping its operational review process.
Scope & setupQuickBooks, Stripe, Square, Microsoft, Shopify imports, Twilio, and Shippo have specific supported workflows—not universal automatic synchronization.
Discuss this capability ↗Illustrative workflowBranding, access & recoveryKeep the organization’s identity and operational boundaries intact.Features & use case
What it does
- Logos, colors, and linked application branding
- Role-aware access, module configuration, and application registry
- Exports, backup/recovery tools, and linked SecureOne verification
In practice
An administrator configures a new organization’s identity and access without becoming a visible member of its team.
Scope & setupRecovery scope varies by application. SecureOne linking does not yet replace every sign-in, and verification alone does not grant organization access.
Discuss this capability ↗Illustrative workflowResource LibraryKeep files, links, and reusable resources close to the work.Features & use case
What it does
- Shared-library foundations for files, links, and templates
- Task and project attachment workflows
- Permission-aware resource assignment
In practice
A project team keeps the current proposal, reference photos, and delivery instructions attached to its work.
Scope & setupShared-library adoption varies by application. Existing application document workflows remain in place.
Discuss this capability ↗Availability describes the documented implementation, not a promise that every integration is enabled for every organization. Provider accounts, permissions, and production readiness are reviewed during setup.
03
Built for different kinds of organizations
Different missions.
A practical way forward.
Illustrative workflows—not customer testimonials. Choose an organization type to see a starting point and the capabilities that support it.
04
Connected experiences
One foundation.
Purpose-built experiences.
A shared capability does not mean a shared permission. Each connection has its own scope, and each organization keeps control of its records.
FORGE OS
Finance, planning, relationships, commerce, and execution in an organization-aware workspace.
Open FORGE OS ↗FORGE Events
Event planning, run of show, sponsors, vendors, fundraising, portals, and event P&L—with connected FORGE capabilities.
Explore FORGE Events ↗SecureOne
Linked person verification and a mobile ticket experience. Organization membership and permissions are still checked separately.
Open SecureOne ↗WellTold
Story planning, media, review, and publishing preparation. Connected channels require their own setup and approval.
Explore WellTold ↗Connected applications are configured individually. A universal “Sign in with SecureOne” experience is still in development; existing sign-in and account-linking flows remain in place.
Start focused.
Connect deliberately.
No need to turn on everything at once. We’ll map your workflow, configure the right organization and providers, and verify the journey before inviting your team or customers.
- 01
Choose a starting point
An event, an invoice queue, an equipment pool, a member program, or a customer journey.
- 02
Connect the right pieces
Set branding, roles, data sources, and the payment or communication providers you need.
- 03
Verify, then expand
Test the full workflow with your team. Add capabilities as the next operational need appears.
What’s still being developed?
Advanced proposal evaluation and contributor intake, additional booking notification and invoice flows, universal SecureOne-first sign-in, automated loyalty tiers and earning campaigns, Qube Builder, and expanded payroll/HR/benefits capabilities are not presented here as generally available. Provider setup, taxes, and live payment activation require separate validation.
Let’s make it practical
What would you
like to connect?
Tell us what your organization does, where work gets stuck, and which systems you want to keep. We’ll help you find a sensible first workflow.
Plan a tailored walkthrough ↗