ForgeLine Systems — Boise, ID

The operating system for businesses that can't afford to stop moving.

ForgeLine Works is the SMB operating system — 10 AI tools covering every moment of your business day. One flat rate. No add-on pricing. No enterprise complexity. Built for the owner who's doing five jobs and can't afford to miss a thing.

Claim Your Founding Spot — $199/mo Enterprise? Request a Demo
ForgeLine Works — 10-tool SMB operating system
Vertical SaaS — Velvet & Recon
Threshold — Enterprise stop-loss infrastructure
What We Build

Three lanes. One company.

ForgeLine builds across three distinct areas — each with its own customer, market, and mission. All under one roof, all AI-native from day one.

Lane 1 · Horizontal · SMB

ForgeLine Works

The SMB operating system. 10 AI tools covering every moment of your business day — phones, leads, reviews, scheduling, inventory, issues, invoices, retention, daily intelligence, and financials. One flat rate. Everything included.

Any small business · $199/mo founding
See all 10 Works tools ↓
Lane 2 · Vertical SaaS

Built for one. Built right.

Deep, narrow software for professionals where generic tools never worked. Velvet for personal stylists — wardrobe intelligence, client management, AI-powered styling. Recon for government contractors — 39 sources, smart scoring, proposal engine.

Domain-specific · Professional
See Vertical SaaS ↓
Lane 3 · Enterprise

Threshold

Purpose-built stop-loss MGU administration. HIPAA-compliant, Azure-hosted, AI-native infrastructure for MGUs and stop-loss carriers. A completely separate buyer, compliance regime, and sales motion — sharing the ForgeLine engineering foundation.

Enterprise · Healthcare / Insurance
Request a Demo ↓

One business. One day. 10 tools.

Works is the SMB operating system — not a bundle of features, but an interconnected system where every tool talks to every other. One subscription, everything included, and a back office that actually runs itself.

The Problem Works Solves

Your business is running on disconnected tools, add-on pricing, and enterprise software built for companies with IT departments you'll never have.

Disconnected tools that don't talk to each other. Your scheduling doesn't know your inventory. Your financials don't know who got paid. Every app is an island.

Add-on pricing that punishes growth. Every new capability is another line item, another login, another monthly bill that wasn't there last quarter.

Enterprise complexity priced for enterprise budgets. Tools built for companies with IT teams and procurement processes you don't have and will never need.

How Works Connects
Every tool feeds every other tool. That's the operating system.

This is what makes Works different from a bundle. The tools share a spine — one customer record, one event bus, one financial layer. When something happens in one tool, the others know about it automatically.

📞 Call comes in 🌙 Nightshift answers 🔥 Flare follows up 🚪 KnockKnock collects 🎭 Encore brings them back 📒 Ledger records it all
Nightshift → Flare: Lead captured on an after-hours call automatically starts a follow-up sequence.
GoldStar → Patch: Bad review triggers an automatic goodwill offer to the reviewer.
Encore → GoldStar: Review request goes out, GoldStar monitors for the response and drafts the reply.
KnockKnock → Ledger: Invoice paid triggers a revenue entry in your financials automatically.
📰 Briefed pulls from everything: Every morning, your Works dashboard surfaces what happened yesterday, what needs your attention today.
Patch → Ledger: Goodwill issued (refund, credit) creates an expense entry automatically.
01 / 03
Get found & win work
Every lead matters. These three tools cover the full arc from first contact to closed deal — and make sure nothing slips through.
🌙

Nightshift

AI Receptionist · 24/7 Call & Text Answering

You're missing calls at noon because both hands are full. Nightshift answers every call and text, qualifies the lead, books the appointment — and briefs you in the morning instead of leaving a missed call list.

  • Answers phones and texts 24/7 with your business's voice
  • Qualifies leads, books appointments, handles FAQs automatically
  • Morning brief of every overnight contact — not a missed call list
  • Hot lead? Gets flagged to you in real time, not buried in voicemail
Connects to Flare: Lead captured after hours automatically starts a follow-up sequence. You wake up to leads already in motion.
🔥

Flare

Lead Nurturing · AI-Written Follow-Up Sequences

Leads don't go cold on their own — you let them go cold because you couldn't follow up fast enough. Flare runs a structured sequence for every lead, with Claude writing each message fresh based on what you told it about them.

  • Automated follow-up sequence: day 1, 3, 7, 14, 30 — never miss a touchpoint
  • Claude writes each message fresh from the lead context you provide
  • Hot lead replies surface immediately — Flare escalates, you close
  • Email and SMS sequencing based on what gets a response
Connects to Nightshift: Inbound call that doesn't book → auto-creates a Flare lead. The hand-off is automatic.

GoldStar

Reputation Management · Google Reviews on Autopilot

Your reputation is your pipeline — and a review that goes unanswered is a deal that doesn't close. GoldStar monitors your Google reviews, drafts responses in your voice, and gets your approval before posting. Every review, answered.

  • Real-time Google review monitoring — know within minutes
  • AI-drafted responses in your voice, ready for one-tap approval
  • Escalation flags for sensitive situations that need a human touch
  • Rating trend tracking across time — know if you're improving
Connects to Patch: Bad review triggers a goodwill offer to the reviewer automatically — turn a 1-star into a resolution before it compounds.
02 / 03
Run the operation
Scheduling, inventory, and issue resolution — the three things that eat your time and your margins when they're running on group chats and spreadsheets.
📅

Roster

Team Scheduling · No Group Chat Required

Your group chat is a scheduling nightmare in disguise — swaps getting missed, callouts landing at midnight, and you never knowing for certain who's actually showing up. Roster handles all of it over SMS, without the chaos.

  • Post shifts via text — employees confirm or request swaps directly
  • Callouts handled automatically: Roster finds coverage before you have to ask
  • Real-time visibility into who's on before they show up
  • No app download required for your team — just SMS
Connects to DayOne: New employee's first shift triggers DayOne onboarding sequence automatically.
📦

Pantry

Inventory Management · No Spreadsheets Required

Inventory lives in a spreadsheet that's always wrong or a supplier's portal that you never check until it's an emergency. Pantry watches your stock levels continuously and queues reorders before you run out — with your approval before anything ships.

  • Track stock levels by text — no data entry portal, no app
  • Automatic reorder alerts when items hit your set thresholds
  • Reorder queued and ready — you approve before anything ships
  • Low-stock items surface in your daily Briefed summary every morning
Connects to Ledger: Reorder triggered creates an expense entry automatically — your financials know what you spent before you do.
🛡️

Patch

Issue Resolution · Handle Complaints Before They Become Fires

Customer complaints handled badly become bad reviews. Patch intercepts complaints, triages the situation, offers the right goodwill (refund, credit, promo code based on your rules), and escalates to you only when it needs a human. Most issues close before they ever reach you.

  • Customer texts a complaint — Patch triages before it becomes a review
  • Configurable goodwill rules: refund, credit, or promo code by issue type
  • Escalation to owner when the situation genuinely needs you
  • Shopify integration for order lookups during complaint handling
Connects to GoldStar: Bad review appears → Patch triggers a goodwill offer to the reviewer automatically. The loop is closed without you.
03a / 03
Get paid & keep customers
Revenue that's already yours, customers who've already said yes — these four tools make sure neither slips away.
🚪

KnockKnock

Payment Follow-Up · Get Paid Without Torching the Relationship

Chasing unpaid invoices personally is awkward, time-consuming, and rarely works. KnockKnock runs a multi-channel follow-up sequence on unpaid invoices — the right tone, the right channel, timed to get a response — and leaves the relationship intact.

  • Automated follow-up on unpaid invoices — day 1, 5, 14, 30
  • Right channel, right tone: SMS first, email when needed
  • Customer replies handled; escalation when it truly needs you
  • Payment confirmed? Ledger knows before you do
Connects to Ledger: Invoice paid → automatic revenue entry. Connects to Encore: payment confirmed → review request goes out at the right moment.
🎭

Encore

Customer Retention · Bring Them Back After the First Visit

They came once. Most of them wanted to come back — they just got busy and forgot you exist. Encore handles both sides: the review request right after a job, and the re-engagement sequence for customers who've gone quiet.

  • Post-job review request via SMS — perfectly timed, not too soon, not too late
  • Re-engagement sequences for dormant customers: Claude writes every message
  • Personalized based on what you know about the customer and when they last came in
  • Review requested → GoldStar monitors for the response and drafts the reply
Connects to GoldStar: Review request sent by Encore → GoldStar monitors for the response and has a draft reply ready. Connects to KnockKnock: paid invoice is the trigger for the review ask.
📰

Briefed

Intelligence Layer · You're Already Briefed When You Open Works

You shouldn't have to dig through five apps to understand what's happening in your business. Briefed surfaces what happened yesterday, what needs your attention today, and what's trending — pulled from every Works tool automatically.

  • Morning digest: calls overnight (Nightshift), shifts today (Roster), low stock (Pantry)
  • Open leads (Flare), unpaid invoices (KnockKnock), cash position (Ledger)
  • Trending patterns across your operation — spotted before you'd notice them manually
  • The Works dashboard intelligence layer — always current, never stale
Reads from everything: Briefed pulls from every Works tool — it's the intelligence layer that makes Works feel like one system, not ten.
03b / 03
Know your business
Financial clarity and the daily pulse of what's actually happening — so you're never flying blind.
📒

Ledger

Financial Intelligence · Know Exactly Where You Stand

Financial clarity shouldn't require an accountant on retainer or a spreadsheet you update manually. Ledger runs quietly in the background, pulling in every dollar in and every dollar out automatically — so you always know your position without asking.

  • Pulls from Mercury (bank), Stripe (payments), and every Works tool that touches money
  • Every payment in, every expense out — tracked automatically, no manual entry
  • Real-time P&L visibility: know your position any time you open Works
  • Weekly financial digest so you're always current, never surprised
Connected to everything: KnockKnock writes payment entries. Pantry writes reorder expenses. Patch writes goodwill costs. Ledger is the financial layer that knows what the whole business is doing.
🌅

DayOne

Two Modes · New Hire Onboarding + Owner Daily Pulse

DayOne runs two jobs. New hire mode: your first-week onboarding handled automatically — check-in sequences, FAQs, escalation alerts when someone's stuck. Owner mode: text in how the day went, get back an AI reflection, and watch your business energy tracked over time.

  • New hire: 6-day check-in sequence via SMS, owner gets escalation alerts only when needed
  • New hire: FAQ handling built in — common first-week questions answered automatically
  • Owner pulse: Text in how the day went — DayOne reflects back and tracks patterns over time
  • Owner pulse: Works dashboard shows your business energy trend week over week
Connects to Roster: New employee's first Roster shift triggers the DayOne onboarding sequence automatically. No manual setup.
⚡ Founding Member Pricing — 10 Spots Total

One flat rate. All 10 tools. No games.

No per-seat fees. No feature tiers. No add-on unlocks. No "you need to upgrade" moments. One price, everything included, from day one.

$299 $199/mo
⚡ 10 founding spots total · First come, first served Auto-bumps to $299/mo when spots fill No retroactive increases for founding members

Lock in $199/mo now. When all 10 founding spots are claimed, the price moves to $299 — permanently for new accounts. Founding members stay at $199 as long as they're subscribed.

🌙 Nightshift24/7 AI receptionist
🔥 FlareLead follow-up sequences
⭐ GoldStarReputation management
📅 RosterSMS team scheduling
📦 PantryInventory & reorders
🛡️ PatchIssue resolution
🚪 KnockKnockPayment follow-up
🎭 EncoreCustomer retention
📰 BriefedBusiness intelligence
📒 LedgerFinancial clarity
Claim Your Founding Spot →

10 spots. One flat rate. No add-on hell.

Works is in early access. Once the 10 founding spots are gone, the price moves to $299 — permanently for new accounts.

Get Started at $199/mo →
Lane 2 — Vertical SaaS

Built for one type of professional. Built right.

Generic tools built for everyone work well for no one. We build narrow, deep software for professionals where the status quo is genuinely broken — and we build it exactly right.

Personal Stylists

💎 Velvet

Built for personal stylists. The first platform that works the way stylists actually work — not a CRM bolted onto a closet app.

Wardrobe intelligence, client management, appointment scheduling, and commission tracking — in one place. Built for stylists who've outgrown a notes app and don't want to learn enterprise software.

  • Client wardrobe management with AI-powered outfit suggestions
  • Appointment scheduling with pre-session wardrobe briefs prepared automatically
  • Commission tracking and stylist P&L visibility with no manual logging
  • Client preference profiles that get smarter with every session
  • Booking requests, client notes, and session → invoice in one flow
Visit Velvet ↗
Government Contractors

🛰️ Recon

Built for government contractors. Your BD team — without the headcount.

Recon monitors 39 federal opportunity sources, scores each one against your capabilities and past performance, and drafts your initial proposal response so you can focus on winning — not hunting.

  • 39 federal opportunity sources monitored and synthesized in real time
  • Smart scoring against your NAICS codes and past performance record
  • AI proposal engine with built-in compliance structure and checklist
  • Price intelligence from historical contract data — know before you bid
  • Opportunity alerts when a match above your threshold appears
Visit Recon ↗
Lane 3 — Enterprise Infrastructure

Threshold

Purpose-built stop-loss MGU administration. Enterprise-grade. AI-native.

Stop-loss MGU administration has run on legacy systems and manual workflows for decades. Threshold changes that — a modern, HIPAA-compliant platform purpose-built for MGUs and stop-loss carriers who need to move faster and quote smarter.

No generic insurance software. No bolt-on AI. Built from the ground up for this workflow, this compliance regime, this buyer.

  • Case management from RFP intake through bind and policy administration
  • AI-powered underwriting intelligence with defect detection and pattern recall
  • Census ingestion, medical review, network fit analysis, and proposal generation
  • Carrier and broker portals with granular role-based access control
  • HIPAA-compliant, Azure-hosted, audit-log infrastructure
  • Lumen™ intelligence layer — cross-case pattern recognition that compounds over time
  • Claims adjudication, policy administration, and financial reporting
Request a Demo ↗ Enterprise pricing · Contact us for a demo and proposal
AI-Native
Intelligence at the core, not bolted on after the fact
HIPAA
Compliant infrastructure, Azure-hosted, full audit log
Lumen™
Cross-case intelligence — patterns your team would never surface manually
MGU-Built
Designed for MGU workflow, not adapted from generic insurance software
HIPAA Azure Stop-Loss MGU AI-Native Claims
“Small businesses deserve software built for them — not enterprise tools watered down and repriced. Works is 10 tools that run together as one system, at a price that doesn't punish you for growing. Velvet and Recon exist because the people who needed them were underserved for too long. Threshold exists because stop-loss administration is still running on systems that belong in a museum.”
Erik Wangenheim — Founder, ForgeLine Systems · Boise, ID
Let's Talk

Got an idea? Let's forge it.

Whether you're looking for a partner, a product demo, or just want to say hi — we're always open to interesting conversations.

Say Hello → hello@forgelinesystems.com