Ranked daily list
Do Next replaces the to-do pile: what matters today, in order, on business days only, with overdue work rationed so you can actually clear it.
Deals are lost in the gaps: the follow-up that slipped a week, the promise from a discovery call nobody wrote down, the prospect who replied while you were in another meeting. Forward is a personal working layer that keeps itself current from your email and tells you what to do next.
Day 3, day 8, day 21 — the cadence exists in theory. Forward dates every commitment as you make it and never puts one on a Saturday you won't work.
You take the call, you learn everything, you type nothing. Two minutes of dictation afterwards becomes structured notes, contacts and next steps.
Ordinary CRMs happily create three tasks about the same ask across a long thread. Forward evaluates the conversation and updates the existing one instead.
Deals with no movement for a month mark themselves stale, so your pipeline reflects what's real rather than what's hopeful.
Do Next: twelve actions ranked by impact, each with contact, deal and the email that caused it.
Discovery call. Dictate the debrief; budget, timeline, competitor and two promised sends are logged and dated.
A prospect replies in an old thread. Forward attaches it, moves your follow-up date, and doesn't spawn a duplicate.
Catch up serves ten overdue items. You give three a new date, do four, and discard three that no longer matter.
Call Checkup finds six warm prospects who've gone quiet. Two calls, one meeting booked.
Do Next replaces the to-do pile: what matters today, in order, on business days only, with overdue work rationed so you can actually clear it.
Connect your mailbox and every message lands on the right contact and deal, with commitments extracted from the thread rather than typed by you.
Installs as an app. Dictate a voice note or snap a photo of a business card and it becomes a contact with a follow-up attached.
Attach quotes, spreadsheets and PDFs to the deal, encrypted at rest and previewable in-app, so the number you sent is never more than a click away.
Most reps who use Forward keep it as a personal working layer and still update the company system of record. Because the history and notes are already captured, that update becomes a copy-paste rather than an hour of recall.
Yes — import from CSV or your address book, and Forward flags likely duplicates by email and phone so a messy list doesn't get messier.
The assistant can draft follow-ups using the actual thread and your notes, and you send them yourself. Nothing goes out automatically.
$19 per person per month, flat, with everything included and a 14-day free trial. No seat tiers, no feature gates, no annual lock-in.
You don't need more pipeline hygiene — you need the next action to be obvious at 7:45am. Forward is $19 a month, free for 14 days, and exports to CSV whenever you want out.