Forte CRM

Forte CRM is here to help you manage and boost your sales process, keep your sales team on track, and enhance customer service. It’s all about making your life easier when it comes to marketing and information management!

Perfect for Any Organization

This software is designed for any type of organization, especially those with teams spread out across different locations or mobile staff. No matter where you are, you can stay connected!

A Unique CRM Solution

Forte CRM isn’t just another run-of-the-mill CRM tool. It combines the perks of browser-based apps like shared databases and easy access from anywhere on the web with the familiarity of a native Windows application.

User-Friendly Features

The Forte CRM gives you a single place to manage emails, client databases, reporting, workflow, scripting, time tracking, and more! Its open architecture means you can customize it endlessly for whatever future needs might pop up.

Entry-Level Options

If you're a solo user or running a small office from home, this entry-level CRM fits perfectly. It includes everything from contacts and calendars to tasks and email capabilities—ideal for light email and contact management.

Key Features of Forte CRM Solo

• Contact Management: Keep track of notes, documents, calls, emails, tasks, and appointments.


• Automate Tasks: Create scripts that remind you about important tasks—like following up on agreements!


• Document Generation: Use CLAD (Centralised Live Automated Document) to easily make documents from templates.


• Tasks & Appointments: Share your calendar so others can help schedule meetings without conflicts.


• Email Control: Organize incoming emails by linking them directly to existing contacts in your database.


• Centrally Stored Customer Records: All data is stored in one central place for easy access by authorized users.


• Create Reports: Use the built-in report engine to generate simple or complex reports as needed.


• Your Download Link Here!

No Internet? No Problem!

The ISAC feature allows offline access to your data without complicated setups—so you can work anytime and anywhere! Plus, every change is logged automatically for auditing purposes. Updates happen quietly in the background too—no hassle!