Overview

Forward is a digital sales room platform designed to streamline B2B sales processes by centralizing communication, content sharing, and collaboration between sales teams and prospects. It enables sales professionals to create personalized, branded workspaces for each deal, facilitating real-time engagement and mutual action planning. The platform integrates with CRM systems like HubSpot and Salesforce, offering features such as e-signatures, video embedding, and analytics to track prospect interactions. By consolidating all deal-related activities into a single, secure link, DealForward aims to reduce email clutter, accelerate sales cycles, and improve win rates.

Key Features

Personalised workspaces

Create branded, secure micro-sites for each deal that centralize all communications, content, and activities in a single link with buyer-specific branding.

Mutual Action Plans

Enable collaborative planning and tracking of next steps between sales teams and prospects within the digital sales room with structured timelines and accountability.

E-signature Capabilities

Integrate electronic signature functionality to streamline contract signing and approval processes directly within sales rooms.

CRM Integrations

Connect with HubSpot, Salesforce, Pipedrive, and other CRM systems to sync deal data, activities, and communications seamlessly across platforms.

Video Embedding

Embed video content from Loom, YouTube, and Vimeo directly into sales rooms to enhance prospect engagement.

Engagement analytics

Track prospect interactions, content views, and engagement metrics in real-time to identify buying signals and optimize follow-up strategies.

Live chat & comments

Facilitate real-time communication and feedback within sales rooms through integrated chat and commenting features for seamless buyer collaboration.

Multi-media embed

Consolidate presentations, documents, multimedia, and interactive elements into a centralized repository for seamless collaboration.

Integrations

Seamlessly connect with popular CRM systems, sales tools, communication platforms, and productivity apps to streamline workflows with 30+ integrations.

Pros & Strengths

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Centralized Deal Management: Consolidates all deal-related communications, content, and activities into a single secure link, reducing email clutter and improving organization.

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Enhanced Collaboration: Provides real-time communication tools including live chat, comments, and mutual action plans that facilitate joint planning with prospects.

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Streamlined Sales Process: Integrates essential sales tools like e-signatures, video embedding, and analytics into one platform to accelerate deal progression.

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Improved Buyer Engagement: Enables personalized, branded content delivery that increases prospect interaction and demonstrates sales team professionalism.

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Detailed Interaction Analytics: Offers real-time tracking of prospect engagement with sales materials to identify buying signals and inform follow-up timing.

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Extensive Integration Ecosystem: Supports 30+ integrations with CRM, communication, productivity, and sales tools for seamless workflow automation.

Cons & Tradeoffs

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CRM Integration Learning Curve: May require time and technical effort to properly configure and integrate with existing CRM systems like HubSpot or Salesforce.

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Limited Customization in Lower Tiers: Free and Standard plans offer restricted customization options that may not meet the needs of complex sales processes or enterprise requirements.

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Custom Pricing for Advanced Features: Pro and Enterprise plans require custom pricing quotes, making cost planning difficult for small teams or startups with limited budgets.

Known Limitations

• Enterprise-level features and dedicated support require custom pricing arrangements that may not be accessible for smaller organizations.

• The platform's effectiveness depends on consistent adoption across sales teams, which may require change management and training initiatives.

• Free plan limited to 1 user and 3 published spaces, which may not suffice for growing teams.

Pricing & Plans

Model: freemium

Forward offers a Free plan (0 EUR/month for 1 user with 3 published spaces), Standard plan (19 EUR/user/month), Pro plan (49 EUR/user/month), and Enterprise plan (custom pricing). Free plan includes unlimited deals, standard support, and basic features. Standard adds unlimited team members, HubSpot integration, and priority support. Pro adds Salesforce/Pipedrive integrations, e-signatures, automated workflows, and dedicated account manager. Enterprise adds SSO, custom subdomain, 24/7 support with 2-hour SLA.

✓ Free Plan ✓ Free Trial

Pricing verified: 2026-08-20

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