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Description

Forward helps sales teams win deals and onboard clients faster. Forward's engagement platform centralises resources, stakeholders, sales tools, and interactions into a single digital workspace for seamless collaboration, a standout experience, and faster buyer decision. Forward's digital sale rooms are shareable via a single link, and come with a host of superpowers. Real-time collaboration to ensure smooth deal progress - Sales insights for tracking engagement - Plan mutual-action to keep your deal on course - Auto-personalization for a competitive edge Sales teams can control their deals, reduce friction, and increase conversion rates. Forward offers a free trial to help you discover the best way for you to move your deals forward.

Description

Moxtra's Client Interaction Platform was developed in partnership with some of the most prestigious financial institutions around the world. These institutions use the platform to power their digital businesses. The platform is subject to strict compliance, security and auditability. Moxtra allows seamless extension of business processes. The solution can be deployed in a private cloud, shared multitenant cloud, or on premise. This will increase security. Moxtra's interactions are recorded and self-documented. Moxtra keeps track of every interaction and records the time, location, device, as well as the time. Moxtra was designed to meet the stringent security needs of regulated industries. It uses encryption and has the ability to support each business's best practices.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Google Drive Yes 
Airtable Yes 
Bitbucket No 
Cal.com Yes 
Chili Piper Yes 
Figma Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Mailchimp No 
Miro Yes 
PagerDuty No 
Pitch Yes 
Stackreaction No 
Stripe No 
Tolstoy Yes 
Trello No 
Typeform Yes 
Vidyard Yes 
Wufoo No 
Zapier No 

Integrations

Google Drive Yes 
Airtable No 
Bitbucket Yes 
Cal.com No 
Chili Piper No 
Figma No 
HubSpot CRM No 
HubSpot Customer Platform No 
Mailchimp Yes 
Miro No 
PagerDuty Yes 
Pitch No 
Stackreaction Yes 
Stripe Yes 
Tolstoy No 
Trello Yes 
Typeform No 
Vidyard No 
Wufoo Yes 
Zapier Yes 

Pricing Details

€29/month/user
Free Trial Yes 
Free Version Yes 

Pricing Details

$120 per month
+ $300 one-time setup fee
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Forward

Founded

2021

Country

United Kingdom

Website

www.dealforward.com

Vendor Details

Company Name

Moxtra

Founded

2012

Country

United States

Website

moxtra.com

Product Features

Sales Content Management

Audio / Video Recording No 
Audio File Management No 
Branded Sales Content No 
Centralized Sales Content Repository Yes 
Collaboration Tools Yes 
Content Recommendations No 
Email Management No 
Engagement Analytics Yes 
Interaction Tracking Yes 
Personalization Yes 
Sales Partner Management No 
Sales Training / Onboarding Yes 
Video File Management No 

Sales Enablement

Collaboration Yes 
Contact Management No 
Content Management Yes 
Document Management Yes 
Goals / Quota Management Yes 
Lead Management No 
Meeting Management No 
Performance Management Yes 
Presentation Management No 
Proposal Management Yes 
Territory Management No 
Training Management No 

Product Features

Collaboration

Brainstorming Yes 
Calendar Management Yes 
Chat / Messaging Yes 
Contact Management Yes 
Content Management Yes 
Document Management Yes 
Project Management Yes 
Real Time Editing Yes 
Task Management Yes 
Version Control No 
Video Conferencing Yes 

Content Collaboration

Client Portal No 
Cloud Storage No 
Digital Asset Management No 
Document Creation / Editing No 
Document Management No 
Electronic Signature No 
Feedback Management No 
File Sharing No 
Messaging / Discussion No 
Real-Time / Interactive Editing No 
Roles / Permissions No 
Search No 
Version Control No 
Video / Image Editing No 
Workflow / Approval Process No 

Customer Experience

Action Management No 
Analytics No 
Customer Segmentation No 
Dashboard No 
Feedback Management No 
Knowledge Management Yes 
Multi-Channel Collection No 
Sentiment Analysis No 
Survey Management No 
Text Analysis No 
Trend Analysis No 

Digital Signature

Audit Trail No 
Authentication No 
Auto Reminders No 
Customizable Templates No 
Document Analytics No 
Mobile Signature No 
Multi-Party Signing No 
Progress Tracking No 
Task Progress Tracking No 

Sales Content Management

Audio / Video Recording No 
Audio File Management No 
Branded Sales Content No 
Centralized Sales Content Repository No 
Collaboration Tools No 
Content Recommendations No 
Email Management No 
Engagement Analytics No 
Interaction Tracking No 
Personalization No 
Sales Partner Management No 
Sales Training / Onboarding No 
Video File Management No 

Sales Enablement

Collaboration No 
Contact Management No 
Content Management No 
Document Management No 
Goals / Quota Management No 
Lead Management No 
Meeting Management No 
Performance Management No 
Presentation Management No 
Proposal Management No 
Territory Management No 
Training Management No 

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