The Forged Operations CRM
Keep every deal in motion.
Sales is a pursuit. colead keeps the chase moving by tracking your pipeline, syncing your meetings, and handling the follow-up so you’re always closing.
Real-time by default
AI-native
Full audit trail
Minimal setup
colead · Deals
Search deals…BoardTable
New dealDiscovery$70k
$42kMRR $3.5k
Jul 12KG
$28kMRR $2.1k
Jul 24GM
Proposal$157k
$96kMRR $6.0k
Jun 30KG
$61kMRR $4.2k
Jul 8GM
Closing$174k
$120kMRR $8.5k
Jun 22KG
$54kMRR $3.0k
Jun 27GM
Example pipeline. colead works with the companies you sell to.
Everything you need to stay on every deal
The essentials, done well — and a few things most CRMs make you bolt on later.
Pipeline that moves
Drag deals across stages on a kanban board or work them in a sortable table. Values, MRR, and forecasts roll up automatically.
Ask your CRM
A built-in AI assistant reads your pipeline, drafts updates, logs activity, and answers questions in plain language.
Meetings, synced
Granola meeting notes flow in automatically, match to the right deal, and post to the activity timeline — no copy-paste.
Full audit trail
Every create, edit, stage move, and deletion is recorded with who did it and what changed. Nothing slips through.
Contacts & stakeholders
Keep people first-class. Attach contacts to deals with influence, and see every relationship at a glance.
Action items
Track next steps across the whole pipeline, with owners and due dates, on a board or in one cross-deal list.
“A-B-C. Always Be Closing.”
Less admin. More closing.
Real-time updates, keyboard-first navigation, and an assistant that does the busywork — so your reps spend their time on deals, not data entry.