Use cases
ForwardThis is built for busy people who use email, across every industry. Here are some examples of how people use it today.
Setup in 30 seconds.
Agencies
Briefs onto the board, invoices into Xero, enquiries into the CRM.
See how
Estate agents
Viewings in the calendar, offers in the CRM, tenancy agreements out for signature.
See how
Accountants
Receipts recorded, bills into Xero, engagement letters out for signature.
See how
Law firms
Documents filed by matter, letters out for signature, deadlines in the calendar.
See how
Ecommerce teams
Delivery issues into tickets, invoices into Xero, order changes onto the board.
See how
Startups
Bug reports into the tracker, investors into the CRM, contracts filed in Drive.
See how
Sales teams
Leads into the CRM, demos into the calendar, signed orders filed and announced.
See how
Property managers
Maintenance onto the board, invoices into Xero, certificates filed with reminders set.
See how
Clinics
Appointments booked, invoices into QuickBooks, referral letters filed where they belong.
See how
Support teams
Stray emails into tickets, escalations flagged, bug patterns logged in Notion.
See how
Tradespeople
Jobs into the calendar, invoices into Xero, the site texted when the plan changes.
See how
Recruiters
CVs filed and logged, interviews booked, the ATS kept up to date from your inbox.
See how
Personal assistant
Appointments in the calendar, bills filed, school emails turned into reminders.
See how
Executive assistants
Meetings booked, board papers filed, itineraries calendared, introductions into the CRM.
See how
Amazon sellers
Freight paperwork filed, VAT invoices into Xero, reorder reminders on the board.
See how
Freelancers
Briefs filed and tasked, invoices into Xero, enquiries into the CRM.
See how
Marketing teams
Press requests onto the board, subscribers added and tagged, posts drafted, assets filed.
See how
Insurance agents
Enquiries into the CRM, policies filed per client, renewals calendared with reminders.
See how
Dental practices
Appointments booked, lab work filed, supplier invoices into QuickBooks.
See how
Travel agents
Bookings filed per client, travel dates calendared, supplier invoices into Xero.
See how
Therapists
Sessions booked, reschedules confirmed by text, invoices into QuickBooks, referrals filed.
See how
Shopify sellers
Customer questions into tickets, collab offers logged, packaging invoices into Xero.
See how
HR teams
Offers filed, interviews booked, agreements out for signature, absences logged.
See how
Construction firms
Drawings filed per project, invoices into Xero, delivery changes texted to site.
See how