Take raw information — from an email, a text message, something you jotted down, or notes from a meeting or call — and paste it into the AI Notepad. AI sorts everything into contacts, deals, tasks and activity, then asks the right follow-up questions before anything is saved. Change the way you function and organize your thoughts.
No credit card. Unlimited AI for 14 days. Cancel anytime.
Information lives in emails, text threads, voice memos, and scraps of paper. The next move lives in five places and none of them is your CRM.
By the time you've re-typed company, role and stage into required fields, the deal has already gone cold.
Traditional CRMs ship for 200-person sales teams. Small teams and reps pay for seats, automations, and a learning curve they don't need.
Paste anything — an email thread, text messages, something you wrote down, meeting notes, or a voicemail recap. No fields, no forms.
AI reads the entry and proposes new contacts, updated deals, follow-up tasks, and activity logs. You review, edit, or ignore.
Saved data lands in Relationships, Deals / Pipeline, and Do Next — with reminders so the next move never slips.
Paste raw notes from emails, texts, calls or meetings — AI turns them into structured contacts, deals, tasks and activity. You review before anything is saved.
Contacts enriched with company, role, location, tags and notes. Tap to edit on any device.
Multiple kanban pipelines with custom stages. Drag deals between stages or use the +New deal modal.
Tasks with priority, due dates and reminders — tied to the contacts and deals that matter.
Calls, meetings and notes logged on a clean timeline so nothing about a relationship is lost.
Pipeline value, active deals, tasks for today, and trends — the only screens you need each morning.
One search bar across contacts, tasks, deals and activity. Click a result to land on the exact card.
Push notifications for what's due, plus an optional daily digest so the day starts in focus.
Stacks vertically on phone and tablet, scrolls smoothly, and installs as a PWA. Capture from anywhere.
Paste raw information from anywhere. Forward's AI Notepad sorts it into contacts, deals, tasks and activity — so you can focus on moving relationships forward.