Connect what already works
Start with a sanitized export, scheduled delivery or an available API without replacing your operating systems.
From business data to confident action
Your systems show what happened. TrustForge shows what to do next.
Turn the information your business already creates into clear role-based reports, practical next actions and visible follow-through.
Start with a sanitized export. Keep every system you already use. Straightforward pricing from $299 setup plus $149 monthly.
OWNER OPERATIONS BRIEFREADY
Agency performance91.8%
Priority attention2 items
Team alignmentConfirmed
NEXT BEST ACTION
Review four overdue renewals and assign the next client touch.
Operations ManagerToday · 2:00 PM
9:41
MANAGER VIEW
Good morning, Maya.
Needs attention4
Renewal reviewDue today
Team workloadOn track
OwnerFull picture
EmployeeClear next step
Seethe full operating picture
Knowwhat deserves attention
Assignthe next best action
Verifywhat was completed
See the operating flow
From scattered data to a clear next move.
See how TrustForge organizes existing information for each role and connects alerts to accountable action.
- Your current systems remain the source
- Each role sees a focused private view
- Leadership sees progress and exceptions
TRUSTFORGE OPERATIONS WALKTHROUGHFrom data to accountable action
OWNERSee the risk
MANAGERAssign the work
EMPLOYEEComplete the action
Explore your industry
Choose a business. See the decisions TrustForge makes easier.
Every demo uses a different operating voice, source data and owner priority—while keeping the next move and follow-through clear.
INS
LIVE OPERATING VIEWInsurance
OwnerOperations ManagerCSRProducer
WHERE TRUSTFORGE FITSAgency owner
Between client meetings
Private report delivered to work email
Retention trend91.8%Next action ready
1 Email arrives2 Open the brief3 Act on the priority
TRUSTFORGE INSURANCE OPERATIONS
ReadyDaily operating brief
CONNECTED SOURCEAgency management exportYour current systems remain in place
Retention trend91.8%
Open service tasks14
Revenue opportunities$12.4K
NEXT BEST ACTION
Review four overdue renewals and assign the next client touch.
Owner, Operations Manager, CSR and Producer views
- Assigned to
- Operations Manager
- Due
- Today, 2:00 PM
- Status
- Open
Built for the work behind the business
Purpose-built experiences across eight industries.
Each solution reflects its industry’s language, systems and priorities, with the same standard of clarity, privacy and direction.
01↗
TrustForge Insurance Operations
Independent insurance agencies
EXPLORE THE SOLUTIONSee its operating view, metrics and workflow →
02↗
TrustForge Restaurant Operations
Independent restaurants and restaurant groups
EXPLORE THE SOLUTIONSee its operating view, metrics and workflow →
03↗
TrustForge Logistics Operations
Motor carriers, trucking companies and fleet operators
EXPLORE THE SOLUTIONSee its operating view, metrics and workflow →
04↗
TrustForge Field Service Operations
HVAC, plumbing and electrical companies
EXPLORE THE SOLUTIONSee its operating view, metrics and workflow →
05↗
TrustForge Hotel Operations
Independent hotels and small hotel groups
EXPLORE THE SOLUTIONSee its operating view, metrics and workflow →
06↗
TrustForge Property Management Operations
Multifamily and independent property managers
EXPLORE THE SOLUTIONSee its operating view, metrics and workflow →
07↗
TrustForge Retail & Grocery Operations
Independent retailers, specialty grocers and small groups
EXPLORE THE SOLUTIONSee its operating view, metrics and workflow →
08↗
TrustForge Manufacturing Operations
Independent manufacturers and regional plants
EXPLORE THE SOLUTIONSee its operating view, metrics and workflow →
Simple by design
A natural extension of the systems your team already knows.
Bring the operation into focus
TrustForge standardizes the data and calculates the measures, comparisons and exceptions that shape the day.
Deliver clarity by role
Each person receives a focused private view, while leadership stays connected to priorities and progress.
Private by default
Use less data. Produce more clarity.
Start with sanitized CSV or Excel exports. Reports stay separated by company and role, and TrustForge works without replacing your current systems.
Straightforward pricing
Start affordably. Add more as the operation grows.
Every industry begins with the same launch price. Cost changes only as locations, data sources, reporting cadences or automation expand.
LAUNCH
One operating team$149/ month
$299 one-time setup
- One operating unit or workflow
- Up to two source files or systems
- Up to four private role-based views
- KPI summary and assigned next actions
GROWTH
Expanding operations$299/ month
$499 one-time setup
- Up to three locations or units
- Up to five source files or systems
- Multiple reporting cadences and role views
- Comparisons and unresolved-item escalation
SCALE
Complex or multi-location teamsCustom
Priced after a workflow review
- Advanced multi-location reporting
- Custom roles, measures and delivery rules
- Secure delivery or API when supported
- Rollout and implementation support
No annual contract is required for Launch or Growth. We confirm scope before setup.
TrustForge Referral Credit
Earn $10 for every new client you refer.
Introduce a business to TrustForge and receive a service credit after it becomes a paying client.
$10per new clientUp to $50 in credits
The referred business must be new to TrustForge. Credits apply to future monthly service, not setup fees, have no cash value and are applied after the first paid invoice.
See your operation differently
Ten minutes can uncover the reporting gaps costing you time and money.
Launch pricing starts at $299 setup plus $149 monthly.