One streamlined workflow — messy notes in, organized contacts, projects and tasks out. Start on the free plan. No payment details.
The whole CRM, free. No time limit.
No payment details.
For solo operators with a steady pipeline.
30-day money-back guarantee
For founders running every relationship.
30-day money-back guarantee
Try any paid plan for a full month. If it isn't doing the job, email us and we'll refund every cent. No questions, no forms, no retention call. Cancel in one click from Settings.
Available on every plan — even Free. $5 = 20 tokens. On paid plans AI Notes are unlimited and never use one. We always ask before spending a credit (toggle off in settings if you'd rather not be asked). 1 token = one AI action: a note processed, a smart task created, a call check-up, an AI tag suggestion. Reads, edits, manual entries, and search are always free.
We take customer data seriously. Forward uses bank-grade encryption and per-user database isolation — even our team can't browse your contacts, notes, or deals.