Deal documents, encrypted
Proposals, SOWs, quotes and spreadsheets attached to the deal, encrypted at rest, previewable in-app without downloading — including xlsx and CSV rendered as readable tables.
Delivery is tracked to the hour; the client relationship isn't tracked at all. Then a renewal conversation arrives cold and you realise the last non-delivery contact was four months ago. Forward is the layer above your project tool — new business, existing accounts, and the human maintenance that keeps both.
Pipeline work stops the moment delivery gets busy, which is exactly when it shouldn't. A ranked daily list keeps two prospecting actions alive even in a heavy week.
Forward tracks last real contact per account and flags the ones drifting, so the renewal call isn't the first non-project conversation in a quarter.
When the account lead is on leave, the context leaves with them. Shared timelines, notes and documents mean anyone can pick up an account cold.
"Sure, we can look at that" becomes an expectation. Dictated call debriefs capture it as a dated task with the client attached, so it's either delivered or renegotiated.
Overview shows pipeline value by stage, which deals have gone stale past 30 days, and the accounts that have gone quiet.
Client call. Two minutes of dictation afterwards logs the scope question, the budget hint, and a follow-up dated for Monday rather than Sunday.
A quote lands in email. Forward files it to the deal and updates the existing task instead of adding a second one about the same thing.
Call Checkup: three dormant past clients worth a check-in. One has a new brief.
Weekly rhythm score shows business development actually happened this week.
Proposals, SOWs, quotes and spreadsheets attached to the deal, encrypted at rest, previewable in-app without downloading — including xlsx and CSV rendered as readable tables.
Every contact and deal carries last-contact and staleness signals, so drifting accounts are visible on the Overview rather than discovered at renewal.
Ask it which accounts have gone quiet, what you promised a client last month, or to draft the follow-up — it reads your contacts, deals, notes and documents, and can act with an undo.
Add account leads without tier jumps. Everyone sees the same timelines, notes and documents on every account.
No, and deliberately. Keep delivery in whatever your team already uses. Forward covers the layer above it: the client relationship, the pipeline, the renewal conversation and the promises made on calls.
Yes — add them to the workspace at the same flat per-person price. Contacts, deals and history are shared, so cover during holiday doesn't mean lost context.
You can attach proposals, quotes, spreadsheets and PDFs to a deal, stored encrypted and previewable in-app, so the number you quoted is one click from the conversation about it.
Around ten minutes: connect email, import contacts from a CSV or your address book, and name your pipeline stages. Forward starts logging from day one and backfills recent email history.
Agencies rarely lose clients in one dramatic moment — they lose them across a quiet quarter. Forward makes the quiet quarter visible in week two, for $19 a month per person with everything included.