Welcome to Forekast

A Post-Sales CRM

The only free CRM built entirely for managing clients, services, and teams after the sales pipeline.

* Your data is kept private and secure. Learn more.

Hundreds of teams worldwide are using Forekast

PRODUCT OVERVIEW

CRM + CSM + KAM

A client relationship manager with client success management and key account management baked-in. Measure, optimize, and grow with Forekast.

Client Relationship Manager

With our client P&L, Touchpoint Timeline view, and so much more, you can quickly see where things stand with all your clients.

Client Success Manager

Keep all your client communication, data, and notes in one easy to use dashboard. Gain insights into which clients need attention.

Key Account Manager

Identify and scale key accounts with insights into upsell, cross sell, and contract renewal opportunities. Focus your resources where it matters most.

WHY CHOOSE FOREKAST?

Simple, yet feature packed.

Meet Touchpoint Timeline

Touchpoint timeline is a Forekast-only feature that lets you visualize client history, scope changes & more, right at your fingertips. Always know where things stand with every client. Make PTO coverage, employee leave, or team member departure transitions simple and frictionless.

Resource Allocation, Refined.

Manage employee and contractor bandwidth and assign new clients/projects to available resources in real time. Compare retention & profitability across your entire team.

Scale, Repeat.

Improve profitability & efficiency. Gain insight with client, service, and team member P&L in our simple to use business dashboard. Uncover new pockets of opportunity to grow your {book of} business.

Organize Clients

All your clients, in once place. Add custom attributes unique to your business, and empower your team with tools they need.

Track Touch Points

A full history of all client interactions: scope changes, communication, team member changes, and more.

Automate Workflows

Onboarding to launch, growth to renewal, custom workflows enable you to build in new functionality into your process.

Manage Resources

Team member bandwidth, profitability, duration, client satisfaction, and more, right at your fingertips.

Scale Key Accounts

Detect clients that need more attention, or focus on growing, upselling, and cross-selling existing key accounts.

Customize Triggers

No-code “if this then this” features let you setup rules and alerts so you and your team can stay on top of the action.

Optimize Processes

Build and refine processes for all stages of a client lifecycle. Track performance across your entire team.