The AI-powered digital sales room that turns passive buyers into active champions.
Forward is a sophisticated Digital Sales Room (DSR) platform designed to bridge the visibility gap between initial pitch and final signature. By 2026, Forward has established itself as the leading 'Agentic Sales Platform,' moving beyond simple document hosting into active deal orchestration. Its technical architecture centers on a centralized collaboration hub where sales teams and prospects interact within a unified environment. The platform leverages proprietary AI models to synthesize multi-modal data—including meeting transcripts, document engagement signals, and stakeholder communication patterns—into actionable intelligence. This includes the automated generation of Mutual Action Plans (MAPs) and real-time sentiment analysis of stakeholders. Forward’s positioning in the 2026 market focuses on 'Buyer-Led Growth,' providing a frictionless interface for the modern B2B buyer who prefers self-service exploration over traditional sales calls. Its enterprise-grade infrastructure allows for seamless CRM bidirectional sync (Salesforce, HubSpot), ensuring that every interaction within a Forward 'space' is recorded and attributed to the correct opportunity, effectively eliminating the 'black hole' of the sales cycle where deals typically stall.
Uses LLMs to parse sales transcripts and automatically populate a shared project timeline with deadlines and owners.
Verified feedback from the global deployment network.
Post queries, share implementation strategies, and help other users.
Analyzes behavior patterns (dwell time, scroll depth, click-through) across multiple users in a single organization.
Conditional content visibility based on CRM attributes or prospect interaction history.
In-browser document editing and legally binding signature collection within the DSR environment.
Autonomous AI agents that send personalized follow-ups based on specific 'Space' interactions.
Real-time sync of all workspace activity into CRM objects (Opportunities, Contacts, Activities).
Full DNS CNAME mapping allowing the platform to run on the user's own domain infrastructure.
Complex deals often stall when new stakeholders (Legal, Security) join late and lack context.
Registry Updated:2/7/2026
Security lead joins; AI detects their role and surfaces the Security Whitepaper immediately.
Rep receives a Slack notification when the CFO views the pricing section.
Contract is signed directly within the Space via native E-sign.
Information loss during the handoff from Sales to Customer Success.
Partners using outdated sales collateral and losing brand consistency.