NJWebForge · Forge Operator™ Portal

A Client Portal Built for YOUR Industry — Not Another Generic CRM

Every Forge Operator™ plan includes a custom-built client portal that speaks your industry's language. Auto shops see VINs and service history. Barbers see preferred stylists and allergies. HVAC techs see system specs and maintenance plans. We build it, configure it, and manage it — you just use it.

7+
Industry Templates
AI
Powered Chatbot
n8n
Automation Built In
NJWebForge Client Portal Dashboard

What Makes This Different

Not another bloated CRM. A focused portal built for how your trade actually works.

01 Industry-Specific Fields

Problem: Generic CRMs don't know what a VIN is or why barbers need allergy info.
Fix: Pre-configured templates for your industry with the exact fields you need.

Auto shops track VIN, mileage, service history
Barbershops track preferred stylist, allergies, frequency
HVAC tracks system type, square footage, maintenance plans

02 AI Chatbot Assistant

Problem: Data entry is tedious and error-prone.
Fix: Talk to your portal. "Add John's Auto as a client, 2015 Honda Civic, needs oil change."

Conversational client intake
Search existing clients instantly
Powered by OpenAI GPT-4

03 We Manage Everything

Old way: Buy software, figure it out yourself, pay for support when it breaks.
Forge Operator™ way: We build it, run it, and keep it running. You never touch the tech.

Built and configured by us
Ongoing monitoring and updates
Connected to your tools via n8n automations

Built for These Industries

Each template includes industry-specific fields that actually make sense.

🚗

Auto Repair Shops

Vehicle Make/Model/Year
VIN Number
Current Mileage
Service Type
Preferred Technician
✂️

Barbershops & Salons

Preferred Barber/Stylist
Service Preferences
Appointment Frequency
Product Allergies
Preferred Times
❄️

HVAC Services

Property Type
HVAC System Type
System Age
Square Footage
Maintenance Plan Status
🌱

Landscaping

Property Size (acres)
Service Type
Service Frequency
Irrigation System
Seasonal Services
📸

Photography Studios

Session Type
Session Date & Location
Package Selected
Special Requests
Delivery Preferences
💪

Fitness & Gyms

Membership Type
Fitness Goals
Health Conditions
Preferred Trainer
Emergency Contact

Don't See Your Industry?

We build custom field templates for your specific business. Tell us what you track — we'll have your portal configured in 24 hours.

Request Custom Template

Core Features

Everything you need to manage clients — without the bloat or the learning curve.

🤖 AI Chatbot Assistant

Add and search clients conversationally. The chatbot asks industry-specific questions automatically based on your niche.

Natural language client intake
Instant client search by name/email/phone
Secure with nonce authentication + rate limiting

📋 Client Management

Clean, organized client database with custom post types. All data searchable and exportable.

Custom fields per industry
Formatted client cards with all details
WordPress native (easy backups/exports)

🎫 Support Tickets

Track customer support requests with priority levels and categories. Keep everything organized in one place.

Priority levels (High/Medium/Low)
Custom categories
Status tracking (Open/In Progress/Closed)

⚙️ Workflow Tracking

See your active automations and track progress. Know exactly what's running and what's completed.

Progress bars (0-100%)
Status indicators
Workflow type categorization

🔗 Automation-Ready

Your portal connects to Google Sheets, QuickBooks, email, SMS — whatever your business already uses. We set up all the integrations.

n8n workflow integration
REST API + webhook support
Connects to 500+ tools

📊 Industry Dashboard

Not a generic admin panel. Your dashboard shows the metrics and views that matter to your specific trade.

Industry-specific widgets and layouts
Dark theme UI, mobile responsive
Real-time activity overview

How It Works

We handle the build. You handle your business.

Step 1
🎯

Free Diagnostic

We look at how you're managing clients today, where leads are slipping through, and what tools you already use. 20 minutes, no pressure.

Step 2
🏗️

We Build Your Portal

We install the portal on your site, configure your industry template, set up the AI chatbot, and connect your tools. Your one-time setup fee covers all of this — you approve the plan, we handle execution.

Step 3
🚀

Go Live

Your portal is live, your automations are running, and your dashboard shows everything happening in real time. Leads get followed up. Appointments get booked. You just work.

Step 4
🔄

We Keep It Running

Your Forge Operator™ monthly plan covers ongoing management, monitoring, updates, and support. If something breaks, we fix it. If you need changes, just tell us. You never touch the tech.

See It In Action

Watch how the AI chatbot handles client intake for an auto shop.

🤖

Hey! I'm your client management assistant. Want to add a new client, or looking for info on someone already in your system?

👤

Add John's Auto as a client

🤖

Got it! John's Auto. Any other details? Like contact info, vehicle information, or what service they need?

👤

john@example.com, 555-1234, 2015 Honda Civic, VIN 1HGBH41JXMN109186, 45,000 miles, needs oil change

🤖

✅ Perfect! I've added John's Auto to your clients with all the vehicle details. You can view them on your dashboard.

The chatbot automatically recognized this was an auto shop and asked about vehicle-specific fields like VIN and mileage.

Included with Every Forge Operator™ Plan

Your industry portal is built and managed as part of your Forge Operator™ service.

Core

$149
/month
+ $497 one-time setup
Industry portal installed & configured
AI chatbot for client intake
Up to 500 automation runs/month
1 user seat
Email support
Most Popular

Scale

$299
/month
+ $997 one-time setup
Everything in Core
Industry-tuned dashboard with trade metrics
3 custom n8n workflows + integrations
Up to 5 user seats
Priority support + monthly strategy call

Black

$599+
/month
Custom setup
Everything in Scale
Fully custom dashboard & KPIs
Unlimited automations & workflow changes
Up to 20 user seats
VIP support + dedicated account manager

Your setup fee covers the full portal build — installation, industry template, AI chatbot, integrations, and training. Your monthly plan covers ongoing management, monitoring, and support. No hidden costs.

FAQ

Questions we get asked every day.

Do I need to know how to code?

No. We build and configure everything for you. You just use it. The AI chatbot handles most data entry, so you don't even need to fill out forms.

What if my industry isn't listed?

We create custom templates for any trade. Tell us what fields you need — we'll have it configured in 24 hours. Or use the General Business template which works for anyone.

Do I need to manage any of the tech myself?

No. That's what Forge Operator™ is. We handle hosting configuration, plugin updates, API connections, chatbot training, and ongoing monitoring. If something breaks, we fix it.

Is my data secure?

Yes. All data is stored in your WordPress database on your server. The AI chatbot uses nonce authentication and rate limiting. Security monitoring is built into every Forge Operator™ plan.

Can I export my data?

Absolutely. Since it's WordPress, you can export everything via standard WordPress tools, database exports, or we can connect it to Google Sheets automatically via n8n.

Will this work with my existing website?

Yes. We've tested with GeneratePress, Astra, Kadence, and others. The portal uses custom post types and doesn't conflict with themes. If you need a new website, that's available as an add-on.

Can I use this for multiple locations?

Yes — the Black tier includes multi-location support with separate dashboards per location. Core and Scale plans cover single-location businesses.

How long does setup take?

Core and Scale portals are typically live within 5–7 business days. Black tier custom builds can take 2–3 weeks depending on scope.

Ready to Stop Wrestling with Generic CRMs?

Get a client portal that actually understands your business — built, managed, and supported by Forge Operator™.

⚡ No pressure, just value • 📍 Serving Sussex County, NJ • 📞 (862) 599-1471

NJWebForge