More leads. More sales.
More profit.
Forbes Circle builds and runs the CRM and marketing systems that grow your revenue, backed by the finance and operations expertise to turn that revenue into profit.
The upgrade your business has been waiting for.
Grow your revenue. Keep more of it.
CRM and marketing are our core. We build and run the engine that brings in sales, inside the systems you already use. When you're ready, our finance and operations team makes sure that growth turns into profit.
A sales engine that captures and converts every lead.
- CRM Build and ManagementPipeline setup, lead routing, and automated follow-up on your existing platform.
- Digital MarketingPaid media, landing pages, and email and SMS campaigns, managed every month.
- Lead GenerationMulti-channel lead capture, qualification, and appointment setting.
- Sales Team TrainingModern sales process, scripts, playbooks, and hands-on coaching.
- Pricing and Market AnalysisCompetitive positioning, pricing strategy, and vendor recommendations.
A back office built to scale with your growth.
- Financial ManagementBookkeeping, financial statements, and profitability by job, customer, and channel.
- Cash Flow Forecasting and BudgetingSee gaps before they hit, with budget-to-actual reporting built in.
- Operations ManagementWorkflow optimization, SOPs, and vendor and contract management.
- ERP IntegrationImplementation and integration across finance, inventory, and operations.
- HR and PayrollPayroll, contractor management, and workforce compliance.
Connected by
Your sales, marketing, and financial data in one view, with AI automation working across every department, so every decision is backed by the numbers.
One partner. Every growth lever.
Most growing companies piece together an agency, a CRM consultant, a sales coach, and an outside accountant. Forbes Circle brings it all together under one plan, one team, and one set of numbers.
- We use your existing systems.We build on the CRM, accounting, and operations tools you already pay for.
- We recommend proven vendors.When a system holds you back, we recommend vetted options and manage the switch.
- We earn when you grow.Growth pricing ties our fee directly to the revenue we help create.
| Service | Market rate |
|---|---|
| Marketing agency retainer | $1,500 to $5,000/mo |
| CRM implementation | $2,000 to $15,000 once |
| CRM management | $3,000+/mo |
| Fractional sales leadership | $3,000 to $6,000/mo |
| Fractional CFO and finance support | $3,000+/mo |
| Four separate vendors | $10,000+/mo |
| Forbes Circle | One partner |
Market rates based on published 2026 agency, CRM partner, and fractional leadership pricing.
Built for where your business is today.
Start with expert guidance, bring us in to build and run your growth engine, or transform the entire business.
Essentials
Built for companies seeking expert guidance on their business, sales, marketing, and systems.
- Sales process and pipeline review
- Lead generation strategy by channel
- CRM and systems recommendations
- Monthly strategy sessions
- Written action plan
Growth
Built for companies ready to take the next step and grow revenue.
- Everything in Essentials
- CRM build and sales automation
- Digital marketing and lead generation
- AI automation and sales team training
- Pricing and market analysis
- KPI dashboards and monthly reporting
- Financial snapshot on growth initiatives
Enterprise
Built for companies ready to operate at a Fortune 100 standard.
- Everything in Growth
- Financial and operations management
- ERP integration and software engineering
- AI workflow automation
- HR and payroll administration
- SOPs and vendor contract management
- C-suite advisory
Pricing is built around your business. Every engagement is scoped to your company's size and goals. We'll walk through options on your first call.
Request PricingBuilt by an operator from your industry.
Our founder has run sales, operations, and finance inside the businesses we serve. We speak your language from day one.
- Law Firms & Legal
- CPA & Accounting
- Plumbing & HVAC
- General Contractors
- Manufacturing
- Steel & Industrial
- Hospitality & Hotels
- Restaurants & Food Service
- Health & Fitness
- Franchises
- Real Estate & Property Mgmt
- E-Commerce & Retail
- Transportation & Logistics
- Technology & SaaS
- Non-Profits
- Investment & Wealth Mgmt
- Auto & Body Shop
- Other
We work with the platforms you already use, including HubSpot, Salesforce, ServiceTitan, Jobber, GoHighLevel, Google Ads, Meta, QuickBooks, Xero, NetSuite, Microsoft Dynamics, Gusto, ADP, Stripe, Shopify, Microsoft 365, and Google Workspace.
Let's grow your revenue.
Tell us about your business. We'll reply within one business day with next steps and the right place to start.