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CRM

FORGE CRM is built for relationships, not pipelines. Track client preferences, trip history, and important notes — not sales funnels.

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Adding Clients

Manually:

1. Go to CRM section
2. Click + New
3. Enter client details

Import from CSV:

1. Click Import
2. Upload your CSV file
3. Map columns to FORGE fields
4. Review and confirm

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Client Information

For each client, you can track:

• Contact details — Name, email, phone
• Tags — VIP, family, honeymoon, etc.
• Notes — Preferences, important dates, trip history
• Linked trips — Comparisons and itineraries for this client

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The Power of Notes

Notes are the heart of FORGE CRM. Use them to remember:

• “Prefers oceanview cabins”
• “Anniversary is June 15”
• “Allergic to shellfish”
• “Loved the Alaska cruise last year”

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Linking Trips to Clients

When creating comparisons or itineraries, you can link them to a client. This:

• Shows the trip in the client’s profile
• Helps you track their trip history
• Enables AI to provide personalized context

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Searching Clients

Use the search bar to find clients by:

• Name
• Email
• Tags
• Notes content