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Read-Only Integrations

Reads your stack. Drafts your replies. Never touches your customers.

ForwardStack connects read-only to your CRM, surfaces the leads and follow-ups that need attention, and drafts personalized replies. You review. You push send. We never reach out to anyone on your behalf.

Your CRM
Live Data
→
ForwardStack
Reads only
→
Your Dashboard
Draft surfaces
→
You
Push send

No agent ever contacts a customer's customer. TCPA / CAN-SPAM / FTC safe by design.

Supported Integrations

Your CRM is probably already here.

Eight platforms across roofing, pest control, landscaping, solar, and field service. More on the roadmap every month.

Roofing Live

Inbound lead → 60-second draft reply. First responder wins the job.

Roofing In Beta

Stalled estimate detection + draft follow-up before the job goes cold.

Pest Control In Beta

Renewal tracking + draft offer for accounts approaching service expiry.

Pest / Pool Available at launch

Aging AR collection drafts — polite, on-brand, never awkward.

Landscaping Available at launch

Job pipeline drafts — move stuck proposals to a decision faster.

Landscaping Available at launch

Estimate follow-up drafts that match your brand tone automatically.

Solar Available at launch

Proposal follow-up drafts — catch the fence-sitters before they go dark.

All Verticals In Beta

Overdue invoice drafts surfaced in your morning brief — before you have to remember to ask.

The Legal Firewall

Lawyer-approvable in about 5 minutes.

Every integration is read-only. We surface drafts. You send. That distinction is what keeps you clear of TCPA, CAN-SPAM, and FTC enforcement — by design, not by policy.

What ForwardStack does
✓ Reads your CRM contacts, leads, and job data (read-only OAuth)
✓ Drafts personalized email replies and follow-ups
✓ Surfaces drafts in your ForwardStack dashboard outbox
✓ Notifies you when a lead or account needs attention
✓ Waits for you to review, edit, and push send from your own CRM
What ForwardStack never does
✗ Messages, texts, or calls your customers directly
✗ Touches any outbound channel (email, SMS, phone) autonomously
✗ Edits review platforms (Google, Yelp, Angi) on your behalf
✗ Speaks to insurance adjusters, lenders, or regulators
✗ Writes to your CRM, modifies records, or deletes anything
No autonomous outreach. Ever. ForwardStack is a read-and-draft tool. Your customers only hear from you — because you decide what to send and when.
Don't See Yours?

We'll add it to the roadmap.

Tell us what you're running. Founding customers get custom integrations at no extra cost — we'll reach out when it's live.

Founding customers get their CRM wired up before general availability. If your stack isn't listed, apply first — we build for the cohort, not the waitlist.
✓
We got it.

We'll add it to the roadmap and reach out when it's live. Founding customers jump the queue — apply here to lock in your spot.

Ready to recover what's slipping?
Join the founding cohort — 50% off year one.

Claim a founding spot →