Lead Pipeline & Kanban
Every lead tracked from first contact to converted client, on a visual board built for how IBs actually work.
The Lead Pipeline turns every referral, inquiry, and follow-up into a single Kanban board — no lead falls through the cracks between a first message and a converted client.
Most introducing brokers start by tracking leads in a spreadsheet or, worse, a mental list. That works until volume grows past a handful of contacts, at which point leads start silently dropping — the follow-up that never happened, the interested prospect nobody circled back to.
FORGE's pipeline gives every lead a visible stage — new, contacted, qualified, negotiating, converted — on a drag-and-drop Kanban board, so at a glance you can see exactly where every relationship stands and which ones need attention today rather than discovering a stale lead weeks later.
Because the pipeline is the front door to the rest of FORGE, every lead that enters it can flow naturally into AI scoring, automated outreach, and eventually commission tracking once converted — the whole client lifecycle lives in one connected system instead of scattered across tools.
See every lead's stage at a glance, not buried in a spreadsheet row.
Every lead stays visible until it's explicitly converted or closed out.
Feeds directly into scoring, outreach and commission tracking.