Built for service businesses

The CRM that runs your entire business

Leads, clients, invoicing, accounting, proposals, project management, and AI — all in one platform. White-label it as your own.

9+
Core Modules
100%
White-Label
24/7
AI Assistant

Everything you need, nothing you don't

Stop juggling 10 different tools. AlbrightForge CRM replaces your CRM, accounting software, project manager, and AI assistant.

Lead & Client Management

Track leads from first contact to loyal client. Full lifecycle CRM with custom statuses, sources, and follow-up automation.

Deal Pipeline

Visual kanban pipeline with drag-and-drop. Track deal stages, probability, and expected close dates at a glance.

Proposals & Estimates

Create professional proposals from your price book. Convert approved proposals directly into invoices.

Invoicing & Payments

Send invoices, track payments, manage recurring billing. Stripe integration for seamless payment collection.

Full Accounting

Chart of accounts, journal entries, P&L reports, balance sheets, and AR aging — all built in.

Calendar & Scheduling

Track appointments, renewals, and follow-ups. Google Calendar sync and custom event fields per business.

Price Book

Catalog your services with material costs, labor rates, and markup. AI-powered pricing suggestions.

Project Boards

Monday.com-style task boards with custom columns, groups, sub-items, and drag-and-drop organization.

Cody AI Assistant

Built-in AI that understands your business data. Ask questions, get insights, and automate workflows.

White-Label Platform

Your brand. Your CRM.

Every tenant gets their own branded experience — custom logo, colors, sidebar navigation, and display name. Your clients see your brand, not ours.

White-label branding per tenant
Multi-tenant architecture
Custom sidebar navigation
Role-based access control
Stripe billing integration
File attachments & uploads
Activity timeline tracking
Dark & light mode
yourcompany.albrightforge.com

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