Forward
dealforward.com
What it is
Forward is a web-based digital sales room for B2B teams preparing proposals, engaging buyers, managing deals, and onboarding clients in shared workspaces. Teams can share a room with buyers through one link without requiring a login. Rooms can bring together presentations, proposals, demo recordings, scheduling tools, and other resources. Chat, comments, file exchange, and mutual action plans with assigned tasks and deadlines support collaboration. Deal microsites can be tailored with a buyer’s logo and banner. Engagement analytics track activity such as content views and proposal reads, with real-time notifications. Forward lists more than 30 integrations, including HubSpot, Salesforce, Pipedrive, Slack, Dropbox, Zapier, Calendly, and Google Calendar. It describes use by account executives, customer success teams, sales development representatives, and sales leaders. The free plan costs nothing, has no deal limit, and includes standard support. Pricing for Standard, Pro, and Enterprise is available by contacting sales; support levels and template availability vary by plan.
Spec sheet
- What it does
- Forward is a digital sales-room platform that centralizes sales resources, buyer interactions and deal processes in one workspace.Read 15 Oct 2026 · dealforward.com
- Product
- Forward is a digital sales room for modern B2B sales teams to create proposals, engage buyers, manage deals, and onboard clients in shared workspaces.Read 9 Oct 2026 · dealforward.com
- Audience
- The site describes use by account executives, customer success teams, sales development representatives, and sales leaders.Read 9 Oct 2026 · dealforward.com
- Integrations
- Forward says it offers 30+ integrations and lists tools including HubSpot, Salesforce, Pipedrive, Slack, Dropbox, Zapier, Calendly, and Google Calendar.Read 9 Oct 2026 · dealforward.com
- Security
- Forward says it uses organizational, technical, and administrative measures to protect personal data, while noting that no transmission or storage system can be guaranteed fully secure.Read 9 Oct 2026 · dealforward.com
- Support
- The pricing page describes 24/7 support through various channels with a two-hour SLA, and says support level varies by plan.Read 9 Oct 2026 · dealforward.com
- Headquarters
- LinkedIn lists Forward's headquarters in London, United Kingdom.Read 15 Oct 2026 · uk.linkedin.com
- Founded
- LinkedIn lists Forward's founding year as 2021.Read 15 Oct 2026 · uk.linkedin.com
- Analytics
- Engagement analytics track room activity, including content views and proposal reads, and provide real-time notifications.Read 9 Oct 2026 · dealforward.com
- Automated workflows
- Automated workflows are listed among the platform capabilities.Read 15 Oct 2026 · dealforward.com
- Buyer access
- Sales rooms are shared through one link and buyers do not need to log in.Read 15 Oct 2026 · dealforward.com
- Collaboration
- The platform supports chat, comments, file exchange, and mutual action plans with assigned tasks and deadlines.Read 9 Oct 2026 · dealforward.com
- Company size
- LinkedIn lists Forward as a privately held software-development company with 11–50 employees.Read 15 Oct 2026 · uk.linkedin.com
- Compliance stated
- Forward's privacy policy addresses UK GDPR, EU GDPR, CCPA and United States privacy laws.Read 15 Oct 2026 · dealforward.com
- Content
- Rooms can centralize sales presentations, proposals, demo recordings, scheduling tools, and other resources.Read 9 Oct 2026 · dealforward.com
- Documentation
- The Help Center lists getting-started, spaces, widgets, usage tips, integrations, mutual-action plans and analytics/reporting sections.Read 15 Oct 2026 · dealforward.com
- E-signature
- The pricing page lists e-signature as an included capability.Read 15 Oct 2026 · dealforward.com
- Engagement analytics
- Analytics track room visits, content views, proposal reads and other buyer activity with real-time notifications.Read 15 Oct 2026 · dealforward.com
- Google API policy
- Forward states that Google API data is handled under Google's Limited Use requirements.Read 15 Oct 2026 · dealforward.com
- Independent listing status
- GetApp lists Forward with a starting price of 39 per user per month, a free trial and a free version, but no user reviews.Read 15 Oct 2026 · getapp.com
- Integrations count
- Forward advertises more than 30 integrations.Read 15 Oct 2026 · dealforward.com
- Legal entity
- The privacy policy identifies Simpliciter Ltd. as the registered entity.Read 15 Oct 2026 · dealforward.com
- Limit: customization
- G2 reviewer feedback calls for more proposal customization and deeper buyer-engagement analytics.Read 15 Oct 2026 · g2.com
- Limit: integrations
- G2 reviewers request more third-party integrations and support for additional content types.Read 15 Oct 2026 · g2.com
- Limit: localization
- A G2 reviewer reported initial language-localization limitations, later improved to three supported languages.Read 15 Oct 2026 · g2.com
- Limit: task attachments
- A G2 reviewer wanted stronger project-management features, especially the ability to attach files to tasks.Read 15 Oct 2026 · g2.com
- Live collaboration
- Buyers and sellers can use chat, comments, file sharing and real-time collaboration inside a room.Read 15 Oct 2026 · dealforward.com
- Multimedia content
- Rooms support presentations, proposals, documents, demo recordings, videos and interactive materials.Read 15 Oct 2026 · dealforward.com
- Mutual action plans
- Mutual action plans assign tasks, deadlines and next steps to keep stakeholders aligned.Read 15 Oct 2026 · dealforward.com
- Named integrations
- Listed integrations include HubSpot, Salesforce, Pipedrive, Slack, Dropbox, Zapier, Calendly, Google Calendar, Gmail, Figma and Google Sheets.Read 15 Oct 2026 · dealforward.com
- Outlook integration
- Microsoft 365 administrators may need to grant Microsoft Graph permissions including Mail.Send for Forward email sending.Read 15 Oct 2026 · dealforward.com
- Personalization
- Users can create deal microsites and tailor them with a buyer’s logo and banner.Read 9 Oct 2026 · dealforward.com
- Personalized rooms
- Teams can create prospect-specific rooms with personalized branding, logos and banners.Read 15 Oct 2026 · dealforward.com
- Plan limits
- Forward says there is no limit to the number of deals managed, while template availability varies by plan.Read 9 Oct 2026 · dealforward.com
- Praise: buyer collaboration
- G2 reviewers repeatedly praise personalized buyer spaces, chat, document sharing and mutual action plans for improving collaboration and deal momentum.Read 15 Oct 2026 · g2.com
- Praise: ease of use
- G2 reviewers describe the platform as easy to use, with straightforward implementation and helpful support.Read 15 Oct 2026 · g2.com
- Praise: streamlined sales
- G2 reviewers repeatedly praise Forward for consolidating sales information, proposals and conversations into one place and reducing email clutter.Read 15 Oct 2026 · g2.com
- Privacy compliance
- The privacy policy discusses UK GDPR, EU GDPR, and US privacy laws and identifies Simpliciter Ltd. as the UK GDPR data controller.Read 9 Oct 2026 · dealforward.com
- Privacy safeguards
- The privacy policy describes organizational, technical and administrative measures against unauthorized access, loss, alteration and abuse.Read 15 Oct 2026 · dealforward.com
- Rating on Capterra
- 0.0 out of 5 from 0 reviews.Read 15 Oct 2026 · capterra.com
- Rating on G2
- 5.0 out of 5 from 15 reviews.Read 15 Oct 2026 · g2.com
- Rating on Gartner Peer Insights
- 4.9 out of 5 from 36 reviews.Read 15 Oct 2026 · gartner.com
- Rating on GetApp
- No overall rating from 0 reviews; the listing shows no user reviews.Read 15 Oct 2026 · getapp.com
- Salesforce integration
- The Salesforce connection uses Salesforce Core API services and a custom Forward app, and requires Salesforce Enterprise or Unlimited edition.Read 15 Oct 2026 · dealforward.com
- Security statement
- Forward says it uses industry-standard security measures to protect sales materials and information.Read 15 Oct 2026 · dealforward.com
- SMTP integration
- Organizations can route Forward emails through their own SMTP server, configured by an administrator.Read 15 Oct 2026 · dealforward.com
- Support SLA
- The pricing page advertises 24/7 support through various channels with a two-hour SLA.Read 15 Oct 2026 · dealforward.com
- Templates
- Forward provides reusable templates for cold outreach, proposals, demo follow-up, enterprise sales and onboarding.Read 15 Oct 2026 · dealforward.com
Plans and prices
Strong points and limits
Strong points
- Buyers can access rooms without a login.
- Rooms centralize proposals, presentations, and demo recordings.
- Mutual action plans assign tasks and deadlines.
- Analytics track content views and proposal reads.
- Free plan has no deal limit.
Limits
- Support levels vary by plan.
- Template availability varies by plan.
Who it suits
Forward is for B2B account executives, customer success teams, sales development representatives, and sales leaders who want to share deal materials and coordinate next steps with buyers. Its single-link rooms allow buyers to enter without logging in.
Verdict
Forward brings buyer-facing content, collaboration, and deal activity into shared sales rooms. Its free plan has no deal limit, while paid plan pricing and support details require checking with sales.
Where Specifiction places it
- Digital Sales Rooms#3 of 278.9