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Description
Forwardpass.com offers a cloud-based platform designed for the creation and management of communities, ensuring that our accounting and property management services are delivered securely online. Users are relieved from concerns about software upgrades, installations, backups, or hardware requirements, as all they need is a standard web browser to access our services. Updates are seamlessly integrated into your subscription, allowing users to log in from any location. Additionally, Forwardpass's accounting functionality supports restricted fund accounting, which is essential for entities like governments, non-profits, universities, and homeowner associations, featuring advanced tools such as payment batching, audit trails, automated property assessments, barcode scanning, integrated credit card processing, and the ability to reverse transactions. With these comprehensive features, Forwardpass.com empowers communities to efficiently manage their financial and property-related needs.
Description
An entirely FREE CRM solution designed specifically for professionals in the insurance and financial sectors. Streamline your workflows to conserve both time and financial resources. Experience the power of immediate communication through mobile and social media channels. Enhance your communication effectiveness like never before. Enjoy a steady lead flow from various sources without the concern of where your next prospect will originate. Access to top commissions is available from more than 500 carriers across life & health as well as property & casualty lines. Utilize our software at your convenience, without the need for contracts. This platform empowers you to focus on growing your business without unnecessary barriers.
API Access
Has API
No
API Access
Has API
No
Integrations
ProspectBoss
No
Pricing Details
$49 per user per month
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
Yes
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
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Forwardpass
Founded
2011
Country
United States
Website
www.forwardpass.com
Vendor Details
Company Name
RetireCo
Founded
2009
Country
United States
Website
agent.retireco.com/professionals
Product Features
HOA
Calendar Management
Yes
Committee Management
Yes
Document Management
Yes
Event Management
Yes
Member Communities
Yes
Member Directory
Yes
Online Payment Processing
Yes
Property Database
Yes
Website Management
Yes
Work Order Management
Yes
Real Estate Property Management
Billing & Invoicing
Yes
Commercial Properties
Yes
Contact Management
Yes
Credit Check
No
Expense Management
Yes
Insurance Management
No
Landlord Database
Yes
Late Fee Calculation
Yes
Lease Management
Yes
Maintenance Management
Yes
Owner Portal
Yes
Payment Processing
Yes
Portfolio Management
Yes
Rent Tracking
Yes
Residential Properties
Yes
Tax Management
No
Tenant Database
Yes
Tenant Portal
No
Vacancy Tracking
Yes
Website Management
Yes
Product Features
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No
