Forge vs Builder Bookkeep

Faster meeting prep. Stronger relationships. Leave the spreadsheets, note-taking apps, and CRMs behind so you can benefit from these premier features found only in Forge: + AI-POWERED CALENDAR: Forge’s AI finds and summarizes everything you need to know about the people you’re about to meet so you can quickly earn their admiration and respect. + PUSH NOTIFICATIONS FOR MEETING PREP: Never forget their kids’ names! Just-in-time briefings, integrated with your calendars, allow you to quickly prep for meetings in seconds, join meetings with one tap, then seamlessly kick off every conversation. + AUTOMATED MESSAGES: Auto-generated fast messaging: whether it’s their wedding anniversary, kid’s birthday, or niece’s graduation, Forge alerts you to the milestone up to two weeks in advance and automatically creates the right message in SMS, email, or any other channel on your device. + CURATED NEWS FOR YOUR CONTACTS: : Stop spending hours scrolling for a reason to keep in touch, instead send your contacts AI-curated industry and interest news from hundreds of popular and respected sources. It’ll look like you did the hard work. + LOG PERSONAL DETAILS: Interactive AI-driven Q&A trains you in active listening, the #1 technique for building rapport and trust. Quickly save the key personal details others share with you, so they know you care. + 100% SECURE & PRIVATE: Forge’s multiple security layers ensure you have peace of mind and the confidence to log the sensitive topics they share with you. About our Team Created by a Wharton School lecturer, McKinsey consultant, Fortune 500 sales leader, and Stanford MBA, Forge was designed with input from elite professionals at the top of their game: learn and implement the same techniques used by the C-suite, senior partners, elected politicians, and others in the 1% to differentiate themselves and reach the pinnacles of their companies and industries. Testimonials “I’ve been trying Forge this week. Absolutely awesome functionality! This is magic.” –Tom, Fortune 5 senior vice president “Forge is a mindset coach; it ensures I practice the right behaviors when it comes to building relationships with my clients. By recalling what's important to them at the right time, I'm able to connect more deeply than I was doing so before.” –Holly, Realtor “I love this, it’s exactly what I’ve wanted and it’s who I am. Forge will be a powerful tool for our producers as well since their business is so strongly driven by their relationships. Forge is a game changer.” –Mike, Fortune 10 senior vice president “I’m a raving fan! I’ve only been using Forge for a short period of time [but] it’s already surpassed my CRM in terms of functionality and ease of recovery.” -Patrick, Realtor “Forge flawlessly ensures no client slips through the cracks.” -Jessica, Fortune 500 sales leader Just sync Forge to your calendar and you’re ready to go! Enjoy a 2-week unlimited free trial before mandatory subscription. Terms of Use: https://www.forgeyournetwork.com/terms-of-use

Builder Bookkeep Accounting clarity for builders. Builder Bookkeep is a financial management app built specifically for home builders, remodelers, and construction businesses that want clear numbers without living in spreadsheets or accounting software. The app connects to your bookkeeping data in QuickBooks Online to give you a clean, real-time view of what needs your attention: Missing Receipts, Bill Approvals, and Vendor Compliance. What you can do with Builder Bookkeep: - Review uncategorized expenses and vendor activity for all employees - Approve all your bills on mobile or web - See all your vendors’ insurance and W9 compliance information in one place - Collaborate with your bookkeeping and CFO team in one place The Builder Bookkeep app is designed to help builders and remodelers streamline their financial operations and bring clarity from the back office to the field. Whether you’re running specs, customs, or remodels, Builder Bookkeep helps you stay informed, proactive, and in control of your finances. Built by construction accounting experts. Designed for builders who want clarity.