Less busywork.
More business.
Your contacts, follow-ups, emails, and payments — finally together. Meet the CRM that helps you keep your business moving.
See if it's the right fit for your business — a free 15-minute tour, no commitment, no card required.
Your business, at a glance.
Here's what's moving forward today.
Active contacts
248
↑ 18 added this month
Pipeline value
$24,800
12 opportunities in progress
Invoices paid
$8,650
↑ 8 payments received
Client pipeline
Add opportunityNew leads04
Oak & Pine Studio
Website design
Harper Consulting
Business support
In conversation05
Willow Creative
Social media management
Northside Co.
Monthly support
Ready to start03
The Sunday Edit
Brand & website
Evergreen Services
Operations support
One less thing on your list.
Follow-up email sent automatically.
Illustrative product preview · Sample data
Made for small business, not enterprise bloat
Your CRM doesn't need to be complicated.
Most CRMs are built for enterprise sales floors — seat minimums, paywalled modules, and a settings menu you need a manual for. Task Forward CRM is built for small business owners who just want their contacts, follow-ups, and payments handled, without paying for — or learning — features they'll never touch.
What you're used to dealing with
- Per-seat pricing that punishes a growing team
- Modules and add-ons you have to pay extra for
- A settings menu that takes a week to learn
What you get here
- One flat price, not a per-seat charge
- Contacts, workflows, email & payments — all included
- A workspace you can learn in an afternoon
Your business. Better connected.
Keep things moving. Without doing every little thing.
From that first “hello” to your next paid invoice, give every client a clear next step.
01 / AUTOMATION
The follow-up you didn't have to remember.
Build a workflow once. Let it welcome new leads, send follow-ups, and move contacts to the next step — while you focus on the work that needs you.
Schedule a Free TourNew contact added
From your inquiry form
Wait 10 minutes
Give them a little breathing room
Send a personal welcome
Welcome email · Ready to send
02 / EMAIL MARKETING
Stay in their inbox. And on their radar.
Create emails that feel like you. Organize your audience with tags, send to the right people, and keep the conversation going beyond the first message.
Schedule a Free TourTo: New inquiries · Subject: A little hello, and your next step.
Your Business
Good things start with a conversation.
Hi Jamie, thanks for reaching out. Let's find a time to talk.
Book a quick call →03 / CLIENT MANAGEMENT
Know the next step. For every client.
Keep contacts, conversations, and opportunities in one place. Send a contract, follow up on an invoice, and see where things stand without piecing it all together.
Schedule a Free TourJamie Lee
Oak & Pine Studio · Website project
Welcome email sent
Today, 9:00 AM
Service agreement
Today, 10:24 AM
Project deposit · $1,250
Today, 11:05 AM
04 / TEAM CHAT
Loop your team in, without another app.
Message a teammate about a deal or a client right from the same workspace — DMs, group chats, file sharing, quick emoji reactions, and read receipts, no separate chat app to check.
Schedule a Free TourFewer tabs. A clearer picture.
The everyday tools your business needs, connected in one workspace.
Simple to start. Simple to stay.
One workspace. One monthly price.
Book a free tour and see it for yourself — add your contacts, build your first workflow, and see how it fits your day before you commit to anything.
Pick a time that works for you — about 15 minutes, no pressure, no card required.
We'll walk through the CRM together and answer whatever's on your mind.
Ready to start? We'll send you a simple link to enter your info and get your workspace set up.
One flat price for your whole team. Includes up to 5,000 marketing contacts.
- Contacts & client pipelines
- Visual workflows & follow-ups
- Email campaigns & audience tags
- Contracts & e-signatures
- Invoices & payment tracking
- One shared workspace for your team
No card required for the tour. We'll send you a link to subscribe afterward, if it's a fit.
A few things you might be wondering.
How do I get started?+
Book a free 15-minute tour. We'll walk through the CRM together — no pressure, no card required. If it's the right fit, we'll send you a link afterward to subscribe.
Do I need to add a card for the tour?+
No. The free tour is just a conversation — no payment details needed. You'll only enter card info if you decide to subscribe afterward.
What happens after the tour?+
If you'd like to move forward, we'll send you a secure link to subscribe. Once you're set up, you'll have full access to your workspace right away.
Can my team use it with me?+
Yes — it's one flat price for the whole workspace, not a per-seat charge, so your team works together without paying extra per person.
Is this separate from Task Forward's VA services?+
Yes. Task Forward CRM is a software subscription. Virtual assistant, social media, and creative services are available separately through Task Forward.
Your next chapter. A little more organized.
Bring your business together with Task Forward CRM.
No card required for the tour.