Make the requirements real
Separate must-haves from nice-to-haves, then tie them to workflows, channels, integrations, reporting, and what your teams need day to day.
Independent contact center guidance
Free CCaaS RFP Scorecard
Shopping for a contact center platform? We'll run a free bake-off scorecard against your requirements. You pick the winner. We run the RFP and go-live, and you never get a bill from FORGE.
Get my free scorecard
Built for teams with 250+ agents.
Start with your requirements
Talk to an advisor before you talk to suppliers.
A polished demo is not the same as a good fit. We set the decision criteria first, so every supplier conversation is useful and every score has context.
Compare like with like
One consistent scorecard keeps supplier claims, commercial assumptions, and product gaps in a single decision-ready view.
Keep leverage on your side
Run a disciplined process before renewal pressure narrows your options. You own the decision. FORGE keeps the work moving.
Included at no cost
In 72 hours, you have a point of view.
Not a generic vendor list. A starting point built around what your operation needs to improve.
Shortlist of 3–5 platforms
Screened against your requirements, scale, channels, and operating model.
RFP pack
The questions and evaluation criteria you take to market.
Gap view
Early visibility into where platforms will need workarounds, integrations, or trade-offs.
30-minute walkthrough
Review the scorecard, answer questions, and agree on next steps.
The process
What happens next
The first step is low-friction. If there's a fit, we stay with you through selection, implementation, and go-live.
| Stage | What you can expect |
|---|---|
| 1. Share the brief | Tell us about your agents, channels, current platform, integrations, renewal timing, and the problem you're solving. |
| 2. Build the scorecard | Within 72 hours, FORGE returns a shortlist, RFP pack, and early gap view based on your requirements. |
| 3. Walk it through | A focused 30-minute walkthrough to pressure-test the shortlist and decide whether to run a formal bake-off. |
| 4. Broker and deliver | If FORGE brokers the selection, we run the RFP and go-live. You also get a free Teleboards installation PM to keep implementation organized. |
Is this for you?
Built for serious contact center decisions.
Ideal fit: teams with 250+ agents
That's where a structured process creates real operational and commercial leverage. Teams with 100–249 agents can still raise a hand. We'll review fit based on scope and timing.
A good starting point if you're approaching renewal, replacing a legacy platform, consolidating tools, or adding digital channels.
Clear commercial model
How FORGE is paid
The scorecard is free. Here's how the rest of the engagement works.
You never get a bill for the scorecard
The requirements conversation, shortlist, RFP pack, gap view, and 30-minute walkthrough are free. No obligation to continue.
Supplier-paid when we broker the work
If you select a platform through a FORGE-brokered process, the supplier typically compensates FORGE through a referral, partner, or implementation arrangement. We disclose the relationship and keep your requirements and outcome at the center.
Take the first step
Request your free scorecard.
Give us enough context to make the first conversation useful. We'll review your brief and follow up on fit and timing.
Prefer email?
info@forgeadvisors.io