- What is Forward CRM?
- Forward is a personal CRM for solo operators, founders, and anyone running a one-person revenue motion. The Notepad turns raw thoughts into structured contacts, deals, tasks, and activity entries — automatically.
- Do I need a credit card to try it?
- No. Every signup starts with a 14-day trial of unlimited AI. You only enter card details if you decide to keep going on a paid plan.
- What happens after the 14-day trial?
- You drop to the Free plan (3 AI actions and 10 tasks per day) unless you pick Basic ($20/mo) or Pro ($60/mo). All your data stays — nothing is deleted.
- What counts as an AI action?
- One AI action = one token: processing a Notepad entry, creating a smart task, an AI tag suggestion, a call check-up, or an insights refresh. Reads, manual edits, contacts, deals, log entries, and global search are always free.
- How do credits work?
- Credits top up any plan, including Free. $5 buys 20 tokens. By default Forward asks before spending a credit (with a 'don't ask again today' option), and there's a toggle in Settings → Billing to auto-spend silently.
- Can I import my existing contacts?
- Yes — paste a list into the Notepad and the AI will propose contact rows you can review and accept in one tap. CSV import is on the roadmap.
- Does Forward work on mobile?
- Yes. Forward is a Progressive Web App. Open it on iOS or Android, tap 'Add to Home Screen', and it behaves like a native app — push notifications included.
- Is my data private?
- Yes. Your data lives in your own row-level-secured workspace. Only your account can read or write it. We do not sell data and we do not train AI models on your content.
- Can I cancel anytime?
- Yes. Cancel from Settings → Billing in one click. You keep access until the end of the billing period, then drop to Free.
- How is Forward different from HubSpot or Pipedrive?
- Those are CRMs for sales teams of 50, priced per seat, and require hours of setup. Forward is built for one operator, costs one flat fee, and gets you to a populated workspace in 30 seconds via the Notepad.