FORWARD Direct Reviews & Product Details

An all-in-one program delivery CRM built for governments and nonprofits. FORWARD Direct is a purpose-built program administration CRM designed specifically for public sector and nonprofit service delivery. It replaces spreadsheets, disconnected portals, and retrofitted donor or sales CRMs with one centralized system that manages the full lifecycle of your programs. At its core, FORWARD Direct creates a unified “front door” for your community — a single, accessible intake experience that connects residents, businesses, or clients to the right programs and services. From application to reporting, everything lives in one secure platform. What You Can Do with FORWARD Direct • Create a single front door for intake across multiple programs • Build dynamic, multilingual, mobile-friendly applications • Manage eligibility, reviews, and approvals with configurable workflows • Store documents and track communications in one centralized record • Send unlimited branded emails and notifications • Track payments and program outcomes • Access real-time dashboards for leadership and funders Built Specifically for Public Programs Unlike generic CRMs built for sales or donor management, FORWARD Direct is designed for compliance-heavy, equity-focused programs. It supports intake, eligibility verification, communications, payments, and reporting in one system — without requiring custom development. Why It Matters • Replace fragmented tools with a single source of truth • Reduce manual data entry and administrative burden • Improve client experience with a clear, accessible entry point • Strengthen transparency with audit-ready reporting • Launch and scale programs without rebuilding your tech stack FORWARD Direct gives governments and nonprofits the infrastructure to run multiple programs from one secure platform — simplifying operations while maximizing community impact.