Thread-aware email logging
Connect your work mailbox; Forward logs messages to the right contact, understands ongoing conversations, and only creates a task when the ask is genuinely new.
Your book is too big to hold in your head and your CRM was designed for someone else's forecast. Forward is the working layer: what you promised, who's gone quiet, and what to do before lunch — kept current from the email you're already sending.
A pricing question in message nine of a long thread becomes an obligation. Forward reads the thread and turns it into one dated task, not four.
The quiet account isn't happy, it's disengaged. Staleness signals and Call Checkup make the drift visible while there's runway to fix it.
Hours updating fields so someone else can read a dashboard. Forward keeps the timeline from email automatically, which makes the reporting update a summary instead of an archaeology dig.
Two hundred overdue tasks means zero useful tasks. Forward serves overdue work ten at a time and lets you push, date or discard each in a tap.
Do Next: nine items, each with the account, the reason and the source email one tap away.
QBR call. Dictated debrief afterwards logs the escalation, the expansion hint and a follow-up scheduled for Monday, never the weekend.
A client replies confirming a fix; Forward suggests the related task looks resolved and you confirm with one tap.
Call Checkup lists four accounts you haven't touched in six weeks. Two get a call, two get an email.
Your notes are already written, so the weekly update takes five minutes.
Connect your work mailbox; Forward logs messages to the right contact, understands ongoing conversations, and only creates a task when the ask is genuinely new.
Overdue work arrives ten a day with Today, Pick a date and Discard buttons, so a busy fortnight doesn't leave a list you'll never open again.
Email history, notes, documents, open tasks and deals on one screen — the pre-call read is thirty seconds, not a scavenger hunt.
The assistant reads your data: which accounts have gone quiet, what you owe this client, what changed this month — and can create or update records with an undo.
Those systems exist to report your book upward. Forward exists to tell you what to do today. Plenty of account managers run it as a personal layer, then update the system of record with far less pain because the history is already written down.
No. Forward evaluates the whole thread before acting: a reply about an existing request updates that task, and a request that's been fulfilled gets flagged as looking done for you to confirm — never a second near-identical task.
Every relationship carries last-contact and staleness signals, and the Overview surfaces the accounts drifting. That's usually a better early warning than a health score nobody updates.
Yes — it installs as an app, with a bottom tab bar, quick logging and dictation, so a note after a client call takes thirty seconds in a car park.
Forward is $19 a month flat, installs on your phone, and takes about ten minutes to set up. Use it as your personal working layer for a fortnight and see whether your renewal conversations start earlier.