Forekast Team Resources

Manage your agency with Forekast

Agency Management Software

A free SaaS platform built entirely for managing clients, services, and team resources for digital agencies. 

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

Hundreds of agencies are using Forekast

Streamline Operations

Forekast’s Agency management software serves as a comprehensive platform designed to streamline the operations and processes of virtually any agency. Its primary function is to centralize high level data across clients, services, and team members, fleshing out key data across several metrics. The core feature is a post sales customer relationship management (CRM), built from scratch, exclusively for agency workflows.

Customize and Scale

Forekast offers a high degree of customization to meet the unique needs of different agencies. Whether it’s for a small startup or a large enterprise, Forekast can be scaled and tailored to handle various client loads and the complexity of services offered. Integration capabilities also allow for seamless communication with other software systems, providing a cohesive integration with the other apps you’re already using.

Insights from Analytics

The reporting and analytics features of Forekast’s agency software are indispensable for agency managers and decision-makers. By offering insights into client trends, retention rates, and financial performance, Forekast empowers agencies to make informed decisions, adjust strategies, and pursue growth opportunities.

PRODUCT OVERVIEW

Agency Post-Sales CRM

Your agency needs a post sales CRM with client success management and key account management baked-in. Measure, optimize, and grow your Agency with Forekast.

Forekast - CRM - CSM - KAM
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Manage Clients Better

Forekast’s client P&L, Touchpoint Timeline view, and Team Resource view, you’ll get a birds-eye view of your agency like never before.

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Focus Team Resources

Track client communication, data, and notes in one easy to use dashboard. Gain insights into which clients need attention to deploy your team on the important tasks.

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Scale Key Accounts

Identify the clients with growth potential using insights into upsell, cross sell, and contract renewal opportunities. Focus your agency resources where it matters most.

WHY CHOOSE FOREKAST AGENCY SOFTWARE?

Agency Software Features

Forekast - Feature Packed

Touchpoint Timeline

Visualize client engagements effortlessly with Forekast’s Touchpoint Timeline. This exclusive feature gives you a clear view of client history and project adjustments at your fingertips. Stay updated on each client’s status and simplify transitions during PTO, leaves, or team changes with ease.

Team Resourcing

Effortlessly manage team workload and allocate new clients or projects in real-time with our tool. Assess team retention and profitability with ease, ensuring optimal resource distribution.

Forekast Team Resources

Grow & Scale

Boost your profit and efficiency quickly. Our user-friendly dashboard offers clear P&L insights for clients, services, and team members. Discover fresh opportunities to expand your agency business.

AGENCY ROLES

Built For
Everyone On Your Team

TESTIMONIALS

Hear what our Agency
customers are saying

SECURITY & COMPLIANCE

Your Data, Secured.

Data protection is mission critical to Forekast, and we’re diligent
about keeping your data private and secure.