ForgeXRM is a premier Microsoft ISV and CRM Solutions Partner, dedicated exclusively to empowering businesses through the Microsoft Power Platform and Dynamics 365. We specialize in delivering tailored CRM solutions for Insurance and Wealth Management and enhancing productivity with powerful add-on solutions for Project Management and advanced CRM capabilities. Our configurable XRM Grid Control empowers organizations to innovate and maximize their CRM investments.

Our Solutions

🚀 CRM for Health Insurance Brokers
Simplify insurance agency management with CRM-integrated solutions designed to automate workflows and nurture key client relationships—helping health insurance brokers focus on what matters most.

💼 CRM for Wealth Management
Equip financial advisors with intelligent insights to automate and personalize client engagement, predict client needs, and strengthen trusted client-advisor relationships.

📊 ForgeXRM Grid Control
Revolutionize your CRM experience with our advanced, editable CRM grids that enhance Microsoft's out-of-the-box features. With simple, point-and-click configuration, XRM Grid Control transforms forms into dynamic dashboards that unlock the true potential of your data.

🛠️ ForgeXRM Project Management
Streamline your projects with comprehensive, integrated project management tools for Microsoft Dynamics 365 and Power Apps. Gain real-time visibility into costs, schedules, resources, and timekeeping—all in one place—to ensure projects stay on track and within budget.

Why ForgeXRM?
We bring deep industry expertise and a proven track record in delivering innovative CRM/XRM solutions that unlock business value fast. Whether you need bespoke application development or business process consulting, our solutions are built to align with your vision and deliver rapid ROI—turning possibilities into powerful solutions in days, not months.

ForgeXRM

Org chart

Teams

Offices