---
description: Discover the benefits and disadvantages of ForgePeak.  Learn the software price, see the description, and read the most helpful reviews for UK business users. 
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: ForgePeak Pricing, Cost & Reviews - Capterra UK 2026
---

Breadcrumb: [Home](/) > [Financial CRM Software](/directory/30562/financial-crm/software) > [ForgePeak](/software/1109497/ForgePeak)

# ForgePeak

Canonical: https://www.capterra.co.uk/software/1109497/ForgePeak

> Financial CRM solution that helps financial advisory firms turn webinars, booking campaigns, and lead magnets into clients.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

-----

## Overview

### Who Uses ForgePeak?

Financial Advisors and Financial Advisory Insitutions/Groups

## About the vendor

- **Company**: ForgePeak

## Commercial Context

- **Starting Price**: US$49.00
- **Pricing model**: Per User (Free version available) (Free Trial)
- **Target Audience**: 2–10
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: Canada, Netherlands, United States

## Features

- Campaign Management
- Client Management
- Contact Management
- For Financial Institutions
- Lead Management
- Marketing Automation
- Pipeline Management

## Support Options

- Email/Help Desk
- Knowledge Base

## Category

- [Financial CRM Software](https://www.capterra.co.uk/directory/30562/financial-crm/software)

## Alternatives

1. [Less Annoying CRM](https://www.capterra.co.uk/software/118921/less-annoying-crm) — 4.8/5 (657 reviews)
2. [Zoho CRM](https://www.capterra.co.uk/software/155928/zoho-crm) — 4.3/5 (6994 reviews)
3. [Bigin by Zoho CRM](https://www.capterra.co.uk/software/204998/bigin-by-zoho-crm) — 4.7/5 (743 reviews)
4. [HubSpot CRM](https://www.capterra.co.uk/software/152373/hubspot-crm) — 4.5/5 (4484 reviews)
5. [Backstop](https://www.capterra.co.uk/software/169054/backstop) — 4.3/5 (46 reviews)

## Links

- [View on Capterra](https://www.capterra.co.uk/software/1109497/ForgePeak)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.capterra.com/p/10054037/ForgePeak/> |
| en-AE | <https://www.capterra.ae/software/1109497/ForgePeak> |
| en-AU | <https://www.capterra.com.au/software/1109497/ForgePeak> |
| en-CA | <https://www.capterra.ca/software/1109497/ForgePeak> |
| en-GB | <https://www.capterra.co.uk/software/1109497/ForgePeak> |
| en-IE | <https://www.capterra.ie/software/1109497/ForgePeak> |
| en-IL | <https://www.capterra.co.il/software/1109497/ForgePeak> |
| en-IN | <https://www.capterra.in/software/1109497/ForgePeak> |
| en-NZ | <https://www.capterra.co.nz/software/1109497/ForgePeak> |
| en-SG | <https://www.capterra.com.sg/software/1109497/ForgePeak> |
| en-ZA | <https://www.capterra.co.za/software/1109497/ForgePeak> |

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"Capterra UK","address":{"@type":"PostalAddress","addressLocality":"Egham","addressRegion":"ENG","postalCode":"TW20 9AH","streetAddress":"Tamesis, The Glanty, Staines-upon-Thames Egham TW20 9AH United Kingdom"},"description":"Capterra UK helps millions of people find the best business software. With software reviews, ratings, infographics, and the most comprehensive list of business software.","email":"info@capterra.co.uk","url":"https://www.capterra.co.uk/","logo":"https://dm-localsites-assets-prod.imgix.net/images/capterra/logo-a9b3b18653bd44e574e5108c22ab4d3c.svg","@id":"https://www.capterra.co.uk/#organization","@type":"Organization","parentOrganization":"G2.com, Inc.","sameAs":["https://twitter.com/Capterra","https://www.facebook.com/Capterra/","https://www.linkedin.com/company/capterra/","https://www.youtube.com/channel/UCEt7vQSPiPlPAblHdhJAqnA"]},{"name":"ForgePeak","description":"ForgePeak is a growth management software that streamlines client acquisition and team recruitment with integrated campaign management. It consolidates marketing channels into one workspace, replacing separate tools for webinars, calendar bookings, and lead capture. The platform features three capture surfaces—webinar registration pages, booking campaign pages, and lead magnet functionality—that funnel prospects into a unified pipeline.\n\nA centralized dashboard tracks leads from capture to close, while lead qualification and playbook tools provide advisor-ready scripts. Campaign attribution identifies effective advertising sources. ForgePeak also includes a recruitment pipeline for managing advisor hiring alongside client acquisition. Appointments sync automatically, ensuring data accuracy. The platform standardizes campaign management, eliminating the need for spreadsheets or disconnected systems.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/1ab9f39e-0a97-4807-9c29-98c0cfd8ea79.png","url":"https://www.capterra.co.uk/software/1109497/ForgePeak","@id":"https://www.capterra.co.uk/software/1109497/ForgePeak#software","@type":"SoftwareApplication","publisher":{"@id":"https://www.capterra.co.uk/#organization"},"applicationCategory":"BusinessApplication","offers":{"price":"49","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud"},{"@id":"https://www.capterra.co.uk/software/1109497/ForgePeak#faqs","@type":"FAQPage","mainEntity":[{"name":"What is ForgePeak?","@type":"Question","acceptedAnswer":{"text":"ForgePeak is a growth management software that streamlines client acquisition and team recruitment with integrated campaign management. It consolidates marketing channels into one workspace, replacing separate tools for webinars, calendar bookings, and lead capture. The platform features three capture surfaces—webinar registration pages, booking campaign pages, and lead magnet functionality—that funnel prospects into a unified pipeline.A centralized dashboard tracks leads from capture to close, while lead qualification and playbook tools provide advisor-ready scripts. Campaign attribution identifies effective advertising sources. ForgePeak also includes a recruitment pipeline for managing advisor hiring alongside client acquisition. Appointments sync automatically, ensuring data accuracy. The platform standardizes campaign management, eliminating the need for spreadsheets or disconnected systems.","@type":"Answer"}},{"name":"Who Uses ForgePeak?","@type":"Question","acceptedAnswer":{"text":"Financial Advisors and Financial Advisory Insitutions/Groups","@type":"Answer"}}]},{"@id":"https://www.capterra.co.uk/software/1109497/ForgePeak#breadcrumblist","@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Financial CRM Software","position":2,"item":"/directory/30562/financial-crm/software","@type":"ListItem"},{"name":"ForgePeak","position":3,"item":"/software/1109497/ForgePeak","@type":"ListItem"}]}]}
</script>
