Forefront CRM
The facts below are what the maker publishes about Forefront CRM, checked and dated. Our editors have not written about it yet.
The facts
Each one read from Forefront CRM's own pages, with the date it was checked.
What it does
- Automated follow-up
- Follow-up sequences can automate SMS, email, and team tasks, and can pause when a seller responds.checked 13 Oct 2026
- Communications
- The CRM can display sent and received SMS, recorded calls and voicemails, team notes, and inbound communications that have not been answered.checked 12 Oct 2026
- Communication tracking
- The product tracks SMS, calls, voicemails, notes, and inbound communications, including whether the team responded.checked 13 Oct 2026
- Data retention
- The privacy policy says account data is kept while the account is active and for 90 days after closure, while some device and log data may be retained for up to a year.checked 13 Oct 2026
- Email marketing
- Yeschecked 22 Sep 2026
- Integrations
- The maker says Forefront can integrate with tools that send webhooks or work with Zapier, and names Google Workspace/Gmail, Google Calendar, Google Drive, LeadPropeller, and Carrot.checked 13 Oct 2026
- Lead import
- Yeschecked 22 Sep 2026
- Lead records
- Lead records can bring together communication history, activity, contact and property information, motivation, and lead temperature.checked 13 Oct 2026
- Lead routing
- Yeschecked 22 Sep 2026
- Notable limit
- The pricing FAQ says prospecting is supported only on a limited scale and recommends other tools for high-volume cold calling; Forefront is positioned as a lead-conversion tool.checked 12 Oct 2026
- Other integrations
- The features page lists Gsuite/Gmail, Google Calendar, and Google Drive integrations.checked 12 Oct 2026
- Phone integrations
- The homepage names smrtPhone and CallRail for tracking marketing calls, texts, and voicemails.checked 12 Oct 2026
- Privacy and retention
- The privacy policy says account data is kept for the life of the account and 90 days after account closure, while canceling a subscription alone does not delete the data.checked 12 Oct 2026
- Prospecting limit
- The maker says prospecting is supported only on a limited scale and positions Forefront primarily as a lead-conversion tool.checked 13 Oct 2026
- Purpose
- Forefront is a CRM for real estate investors marketing to motivated sellers and converting their leads into deals.checked 13 Oct 2026
- Reporting
- Its KPI dashboard tracks 27 data points, and funnel statistics can be viewed by marketing campaign and time period.checked 13 Oct 2026
- Security
- The privacy policy says Forefront uses SSL for data transmission, SSH keys for server access, and restricts server and database access to approved IP addresses.checked 13 Oct 2026
- Setup
- The maker says typical setup, including integrations, takes 1 to 2 hours and offers setup assistance.checked 13 Oct 2026
- Support
- Plans include phone and email support Monday through Friday, 9 AM to 4 PM Central; the pricing page says email replies are usually within 15 minutes.checked 13 Oct 2026
- Visual pipeline
- The drag-and-drop pipeline lets teams customize workflows and see which leads need attention.checked 13 Oct 2026
The company
- Company
- The about page says the company was formed in December 2012 and that FlipPilot was rebranded as Forefront CRM in March 2021.checked 12 Oct 2026
- Company history
- The about page says the company was formed in December 2012 and Forefront CRM was rebranded from FlipPilot in March 2021.checked 13 Oct 2026
- Headquarters
- San Antonio, Texas, United Stateschecked 28 Sep 2026
Where it runs
- Mobile app
- The features page describes a native iPhone app for accessing leads, tasks, and communications away from a computer.checked 13 Oct 2026
