Find funding-ready leads faster
LeadForge gives funding and tax credit recovery teams a CRM tuned for one job: identifying high-intent businesses, organizing outreach, and keeping revenue-moving opportunities in motion.
What to expect
Honest trust signals for an early-stage platform
LeadForge is a focused product for a specific revenue workflow. Instead of inflated claims, we lead with practical promises about how the product is built and how teams will use it.
Built around a narrow use case
Every workflow is shaped for business funding and tax credit recovery outreach, not generic SaaS theater.
Clear, usable pipeline structure
Your team should know what to do next without digging through cluttered records or disconnected notes.
Straightforward plans and implementation
You can start lean, validate fit, and expand only when the process earns it.
Platform fit
A CRM designed for opportunity discovery, not just record keeping
The strongest teams do three things well: find the right businesses, qualify fast, and keep every follow-up visible. LeadForge is structured around those moves.
Signal-rich lead discovery
Surface businesses actively showing funding need or missed tax credit potential, so your pipeline starts with urgency instead of cold guesses.
- Funding-intent lead capture
- Tax credit recovery opportunity flags
- Focused lists your team can work immediately
CRM built for financial outreach
Track every company, owner conversation, qualification note, and next step inside one workflow designed for funding and recovery offers.
- Deal stages tailored to your process
- Contact history and qualification notes
- Clear handoff between sales and operations
Prioritization that keeps reps focused
See which accounts deserve attention first, which deals are stalling, and where follow-up can unlock revenue before it slips away.
- At-a-glance pipeline visibility
- Actionable follow-up queues
- Simple reporting for managers and founders
Operating principle
Lead quality matters more than list size
LeadForge helps teams spend more time on businesses with an actual reason to engage now—capital pressure, missed recovery value, or both.
Best for
Funding brokers, tax credit recovery teams, revenue operators, and founder-led sales orgs building a sharper outbound machine.
Pricing
Plans that match how your outreach team grows
Start with a focused workflow, then move up when your team needs more seats, reporting depth, and implementation support.
Starter
$79/mo
For solo operators or small teams validating a focused funding pipeline.
- 1 pipeline workspace
- Up to 2 users
- Lead and company tracking
- Core stages for qualification and follow-up
- Email support
Growth
$249/mo
For teams that need a serious operating layer for funding and tax credit recovery outreach.
- Up to 8 users
- Multiple outreach pipelines
- Opportunity prioritization views
- Manager-friendly reporting
- Shared notes and task visibility
- Priority support
Forge
Custom
For larger teams that want implementation help, tailored workflow design, and deeper operational control.
- Custom seat counts
- Workflow mapping and onboarding
- Advanced pipeline configuration
- Dedicated implementation support
- Custom commercial terms
Common questions
What teams ask before they switch
Ready to tighten the pipeline?
Turn scattered outreach into a system your team can run
If you help businesses secure funding or recover overlooked tax credits, LeadForge gives you a sharper starting point and a cleaner operating rhythm.