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Business Operating System

Run your entire
business from
one system

Replace project and sales spreadsheets, CRMs, project tools, and disconnected software with a single, structured Business Operating System — built for any professional services or project-based business.

Fully configured for you. Deployed on your own infrastructure, or in our data centre or your choice of cloud provider. Live in days — not months.

8+Tools replaced
£7kAvg. annual saving
DaysTo go live
ForgeBOS Business Operating System — live dashboard
Works for
Consulting & Advisory Law & Accountancy Agencies & Studios IT & Tech Services Events & Production Construction Services Hire & Others
The Problem

Why do growing businesses need a Business Operating System?

A patchwork of disconnected tools means no single person ever has a complete picture of the business — and every gap costs time and money.

🔀
Multiple tools that don't integrate
Project management, CRM, invoicing, HR — all siloed, all requiring duplicate data entry.
📊
No single view of performance
Financial health, pipeline value, and project status exist in different places — or nowhere. Exports, apis and other tools like PowerBI required to compare and pivot data.
⏱️
Manual reporting and duplicated effort
Staff spending hours on admin instead of delivery. Errors compound with every re-entry.
💸
Costs increasing with every new tool
Per-seat pricing fees pile up faster than the value they deliver.
What a 10-person business typically spends
On disconnected software tools per year
Project Management (Asana, Monday)£80–150/mo
CRM (Salesforce, HubSpot)£60–120/mo
Invoicing (Xero, QuickBooks)£30–80/mo
HR (Breathe, Charlie, Personio)£40–100/mo
Scheduling & booking tools£20–60/mo
Email marketing & engagement£30–80/mo
Other Platforms...£3,120–7,080/yr
ForgeBOS — everything included
From £249/month
+ one-time setup · a simple SLA / maintenance agreement that scales with your business · no hidden per-seat fees
The Solution

One system.
Total control.

ForgeBOS replaces fragmented tools with a unified system that manages your operations, reporting, workflows, and performance — for any professional services or project-based business.

Single source of truth across every department
Real-time financial visibility and pipeline forecasting
Automated recurring billing and subscription invoicing
Full HR suite — timesheets, leave, payroll, mileage
Complete audit trail on every action, every user
No per-user pricing — one flat platform licence
Fully configured to your business before go-live
Deployed on your own VPS — your data, your control
🏢
Business Dashboard
Configurable real-time view of every project, department, and deal. Row groups, named view filters, and live financial stats.
🤝
CRM & Pipeline
Company and contact records, prospect Kanban, kiosk capture forms, and a complete prospect-to-paid business lifecycle.
📋
Project Management
Projects, tasks, sub-tasks, Gantt views, time logger, workflow templates with deep-clone project structures including invoices.
💷
Finance & Bookkeeper
Invoicing, recurring billing, subscriptions, debt collection, bank ledger and reconcilliation, VAT, multi-currency, and pipeline / cashflow forecasting.
✉️
Email & Communications
Full IMAP/SMTP whitelist inbox with multi-account support. Emails auto-assigned to the right project and task via smart rules. Logging of whatsapp, social and other communications.
📅
Scheduling & Resources
Calendar with overlap detection, resource bookings, Book My Diary for external appointments, and visitor sign-in kiosk.
👥
HR Suite
Timesheets, annual leave, payroll, PAYE/P32 tax, pension dashboard, and mileage claims — fully integrated.
🔒
Security & Multi-Tenancy
Built-in enterprise-grade security with user authentication, multi-factor protection, and strict data isolation—so every customer's data stays completely separate and secure on your own infrastructure.
Replace This

What does ForgeBOS replace? Every tool your business currently pays for separately

❌ Old Way
CRM tools — Salesforce, HubSpot, Pipedrive — separate logins, duplicate data
Spreadsheets for tracking, reporting, invoicing — always out of date
Project tools (Asana, Monday) with no financial or HR context
Xero or QuickBooks — requires re-entering data from your project tool
Separate HR platform — another subscription, another login
Email in Gmail/Outlook — notes manually copied into project tools
Manual exports and pivot tables for any business reporting
✦ ForgeBOS
Unified CRM built in
Contacts, pipeline, capture forms, and engagement — one searchable record per client.
Structured live data
Every number is live. No exports, no reconciling, no manual aggregation.
Integrated project management
Tasks with invoicing, timesheets, and resource booking built in from the start.
Automated invoicing
Recurring, subscription, and one-off invoices with debt collection — no re-entry.
Full HR suite included
Timesheets, leave, payroll, and PAYE — connected to the work being done.
IMAP inbox inside ForgeBOS
Every email auto-logged against the right project and task. No manual copying.
Live Bookkeeper dashboards
Financial position, pipeline value, and period comparisons — always current.
The Process

Live in days — not months

We handle the entire configuration. You get a fully structured system built around your business — ready to use from day one.

01
Setup & Configuration
We structure the system around your business — departments, workflows, invoice templates, and user roles.
02
Data Import
We bring in your existing companies, contacts, projects, and financial history. No starting from scratch.
03
Go Live
Your system is ready immediately. Staff onboarded, email connected, and your dashboard accurate from the start.
04
Ongoing Optimisation
Optional support as you grow — expanding modules, adding automations, evolving with your business.
Why It's Different

Built differently to typical business software

ForgeBOS is not generic SaaS. It is a configured business system delivered to your specific workflow — not a self-serve tool you set up yourself.

No per-user pricing
A flat platform licence means your costs don't spike as you hire. Scale your team without scaling your bill.
Fully configured for your business
We set it up for you — structured, accurate, and ready to use from day one. Not a blank canvas.
Complete audit trail
Every communication, invoice, and task change is logged and attributable. Nothing gets lost.
Your data, your infrastructure
If you opt for sole-server service, we deploy it on your own hardware, cloud, or at our data centre vps. Your data stays under your control.
Multi-tenant, built to scale
One deployment supports multiple brands or divisions. Grow your business without rebuilding your system.
No data hostaging — your data deployed on your own infrastructure
8+Tools replaced
£7kAnnual saving
DaysTo go live
No SaaS seat fees — flat platform licence, no per-user pricing
What's Coming

Roadmap — Planned Enhancements

ForgeBOS is actively developed. Here's what's coming next and on the horizon.

⚡ Coming Soon
📄 Payslip generation per pay run
🔁 Recurring pay run automation
📅 Auto-mark staff unavailable on national holidays
📧 New email To Do notification on dashboard
📬 Email notification on new kiosk submission
🛠 In Development
📊 Kiosk submission analytics & billboard mode
🏦 Direct bank feed integration
📱 Progressive Web App for mobile field use
🚀 Future
🤖 Automated communication summarisation
🔍 Smart invoice matching & anomaly detection
📈 AI business forecasting module
Common Questions

Frequently asked questions about ForgeBOS

Everything you need to know before getting started.

What exactly is ForgeBOS?
ForgeBOS is a Business Operating System (BOS) — a single, fully configured platform that replaces the disconnected tools most professional services businesses rely on. It covers CRM, project management, invoicing, HR, email, scheduling, and financial reporting in one self-hosted system, built and deployed specifically for your business.
Which tools does ForgeBOS replace?
ForgeBOS replaces eight or more separate subscriptions: CRM tools (Salesforce, HubSpot, Pipedrive), project management (Asana, Monday, ClickUp), accounting (Xero, QuickBooks, FreeAgent), HR (Breathe, Charlie, Personio), scheduling tools, and email marketing platforms. A typical 10-person business saves £3,120-£7,080 per year by consolidating onto ForgeBOS.
How much does ForgeBOS cost?
Pricing has two components — a one-off implementation fee and a monthly platform licence. Starter: £1,500 implementation + £249/month (up to 15 users). Growth: £4,500 + £750/month (up to 50 users). Scale: £7,500 + £1,490/month (up to 200 users, turnover under £5M). Enterprise is priced on application. All prices exclude VAT.
Does ForgeBOS charge per user?
No. ForgeBOS uses a flat platform licence per tier — not per-user pricing. Your costs don't increase as you hire within your tier. This is one of the key differences from tools like Salesforce or Asana, where adding staff directly raises your monthly bill. Monthly or annual fees are based on turnover and data / AI use.
What kinds of businesses use ForgeBOS?
ForgeBOS is built for any professional services or project-based business: consulting and advisory firms, digital and creative agencies, law firms, accountancy practices, IT and technology services companies, events and production businesses, construction services, and any service business with 5-100 staff managing client work and recurring revenue.
How long does it take to go live?
Most businesses are live within a few days. The ForgeBOS team handles the entire setup — configuration, data import, email account connection, and staff onboarding. You don't configure the system yourself; it's delivered ready to use, structured around your workflow.
Where is our data stored?
ForgeBOS is deployed on a VPS (Virtual Private Server) that you control — typically Ubuntu 22.04 LTS running Docker. Your data stays on your own infrastructure and is never stored in a shared cloud environment. The recommended spec is 4 vCPU / 8GB RAM / 100GB SSD. This gives you full data sovereignty and simplifies UK GDPR compliance.
Is ForgeBOS secure?
Yes. Security features include JWT authentication on all API routes, optional TOTP two-factor authentication (MFA), role-based access control (Admin, Staff, Restricted), UUID routing so internal IDs are never exposed, full tenant isolation in multi-tenant deployments, bcrypt password hashing, and soft deletes throughout.
Can ForgeBOS support multiple brands or divisions?
Yes. ForgeBOS uses a multi-tenant architecture with full tenant isolation. A single deployment can support multiple brands, divisions, or client environments — each completely isolated. This makes it ideal for group companies or agencies managing work across multiple entities.
What happens after I request a free trial, purchase request or general an enquiry?
The ForgeBOS team will respond within one working day. We'll arrange a short call, walk you through a demo tailored to your workflow, and provide a formal proposal. There's no obligation and no hard sell — just a clear picture of what ForgeBOS would look like for your specific business.
Pricing

See pricing now

We don't charge per "seat". To make this easy to choose and easy to use, we charge a simple fee based on your turnover — the bigger your business, the more value you get from the system.

Solo
1–3 people
Under £150k
Early stage
£150k–£750k
Growing
£750k–£5M
Established
Over £5M
Enterprise
🌐 Hosted by ForgeBOS Recommended
We manage everything. Zero setup on your side — just log in and go.
🖥️ Self-hosted
Deploy on your own VPS or cloud for full data sovereignty.
Starter
Small Business
One-off setup£1,500
Monthly licence£249/mo
🌐 Hosted by ForgeBOS
🎁 60 days completely free
No payment details. No obligation. We set it up, you use it — walk away with nothing owed if it's not right.

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↑ Select your turnover above to see your price
Optional Add-ons

Enhance your system

🤖
AI Business Analysis Module
Automated insights, forecasting, and anomaly detection built on top of your live ForgeBOS data. Surface patterns before they become problems.
£150–£500/month depending on tier
🛡️
Advanced Support
Faster SLA (24h or 8h response), a dedicated support contact, and priority escalation. For businesses where downtime isn't an option.
£200–£800/month
📦
Data Expansion Packs
For high-volume clients with extensive data requirements. Scales storage and processing without re-tiering your core platform licence.
Priced on usage
Testimonials

What businesses say

"

ForgeBOS transformed how we manage our client engagements. Having projects, invoicing, and communications in one system has cut our admin time in half.

💼
Paul
MD, Concept Television Studios Limited.
"

We were using six different tools. Now everything is in ForgeBOS — and for the first time I can see exactly what our business is worth and what's coming in next month.

🏢
DA
Co-Founder
"

The implementation was exactly as described — live within days, fully configured to how we work. The Bookkeeper dashboard alone is worth the platform fee.

⚖️
DB
Operations Director,

Stop managing systems.
Start running your business.

Book a 15-minute call and we'll show you how ForgeBOS maps to your exact business — no slides, no sales pitch, just your workflow in the system.