Invoices & quotes
Create documents, archive without losing dashboard totals, export filtered lists, send HTML emails, and share client portal links.
Forgedo features
One workspace for every business task.
Invoices, booking, CRM, file tools, AI summaries, and client portals — all in one clean platform built for freelancers and small businesses.
What you can do with Forgedo
- Create invoices and quotes with exports, portal links, and reminders
- Accept bookings with HTML confirmation and reminder emails
- Track leads and clients in a lightweight CRM
- See revenue and scheduling from one dashboard
- Merge, split, rename, and convert files without leaving the platform
- Summarize long text or PDF content with AI tools
Feature breakdown
Built to work together.
Six core tools that cover your full workflow — from sending the first invoice to tracking the last follow-up.
Booking system
Share a booking page, manage availability, use your SMTP settings, and send cleaner HTML confirmation and reminder emails.
Simple CRM
Track contacts, notes, follow-up dates, and client value with lightweight CRM workflows that stay easy to manage.
Business dashboard
See income, unpaid totals, recent documents, top clients, monthly trends, and booking activity from one view.
PDF & file utility
Merge PDFs, split pages, compress images, convert files, and bulk rename assets with simple guided actions.
AI summarizer
Upload a PDF or paste long text to extract summaries, key points, names, tasks, and dates — fast.
Why this matters
Less software sprawl. Simpler operations.
Replace the pile of separate tools with one workspace that covers the whole workflow.
For freelancers
Replace separate invoicing tools, schedulers, and file utilities with one cleaner stack that costs less and does more.
For consultants & agencies
Keep client records, invoices, bookings, and reporting aligned without stitching apps together each month.
For local service businesses
Accept bookings, send reminders, and keep your documents and customer records organized in one place.
For growing teams
Unlock dashboards, agendas, and CRM access as your workflow gets more advanced — upgrade only when you need it.
See how Forgedo fits your workflow.
Start with the free plan or compare plans to decide which tools you want to unlock first.