Horizon Forge CRM is a private, organization-aware workspace for running client work, time, billing, and day-to-day operations in one place. Access is by request so we can set up your organization and enable the features you need.
What you can do
Built for small teams and growing organizations that need more than a spreadsheet — without the noise of enterprise tools you will never use.
Clients & pipeline
Keep client details, contacts, and engagement history in one place. Move projects and opportunities through stages with expected close dates and contract PDFs.
Invoices & documents
Create and track invoices with statuses, due dates, and client associations. Attach PDFs so billing stays connected to the work.
Notes, tasks & AI assist
Capture tagged notes linked to clients or projects. Use AI for summaries, next steps, deal insights, sentiment analysis, and email drafts.
Dashboard analytics
See live metrics for clients, pipeline, invoices, and revenue so you know where the business stands without digging through spreadsheets.
Time tracking
Log time with project-based timers or manual entries, categories, filters, and totals. Import from Clockify, prep weekly reports, and keep personal time private unless it is on a shared project.
AI time logging
Connect Cursor, Claude Desktop, or other MCP clients to search your projects, add completed time entries, and review recent work - using your own revocable API token.
QR code generator
Create, save, edit, copy, and download PNG QR codes for URLs, plain text, Wi‑Fi credentials, and contact cards. Customize size, colors, correction level, and an optional center logo.
Quick links & lead forms
Save reusable quick links (optionally tied to projects). Organization managers can build web forms, review submissions, update lead status, and convert a lead into a client record.
Team & organization tools
Invite members and managers, maintain your organization directory, and enable optional features as your team grows.
Frequently asked questions
- Who is Horizon Forge CRM for?
- Small teams and growing organizations that need client, project, time, and billing tools in one private workspace—without the complexity of large enterprise platforms.
- How do I get access?
- Access is by request. Submit the form on this page with your organization details, and Horizon Tech Solutions will follow up with next steps to set up your workspace.
- Does Forge CRM include time tracking?
- Yes. You can log time with timers or manual entries, import from Clockify, prepare weekly reports, and optionally connect AI tools like Cursor or Claude Desktop through MCP.
- Can I use Forge CRM and Properties together?
- Yes. They share organization sign-on. Request access for Forge CRM, Horizon Forge Properties, or both using the access platform field on the request form.
Request Access
Horizon Forge CRM is available by request. Tell us a bit about your organization and how you plan to use it - we will follow up with next steps.