Last Updated
Overview
Forekast helps service-focused teams manage client relationships beyond the sale. With centralized data, automation tools, and real-time profitability tracking, it drives smarter, scalable service delivery. While it may not offer the features of a traditional sales CRM, but if your needs start after contracts are signed, Forekast is worth considering.
Overall Rating
Based on 2 users reviews
4
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
Forekast Specifications
- Contact Management
- Customer Communication Tracking
- Email Integration
- Customer Service/Support
What Is Forekast?
Forekast is a specialized post-sales customer relationship management (CRM) platform built for service-oriented businesses. Unlike traditional CRMs that focus on the sales pipeline, it is designed to manage and nurture client relationships after the initial deal is closed.
The platform centralizes client data, tracks all interactions via a unique timeline view, and provides tools to measure profitability at the client level. It helps businesses improve retention, identify growth opportunities, and scale their operations efficiently.
Forekast Pricing
Disclaimer: The pricing is subject to change.
Forekast Integrations
The software supports integration with multiple systems and platforms, such as:
- Google Workspace
- Slack Software
- QuickBooks Software
- Gmail
- Google Drive
Who Is Forekast For?
Forekast is ideal for a wide range of industries and sectors, including:
- Consultancy
- Contractors
- Insurance
- Real estate
Is Forekast Right For You?
Forekast is an excellent fit for any service-based business seeking to move beyond a conventional sales CRM and adopt a tool dedicated to client success and retention. Its standout capability is the ‘Touchpoint Timeline,’ which provides a complete visual history of every client interaction, simplifying team handoffs and ensuring business continuity.
The platform's focus on client-level profitability helps leaders identify their most valuable accounts. Given its compelling ‘free forever’ plan, it presents a low-risk, high-reward opportunity for teams to enhance their post-sales process.
Still doubtful if Forekast is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
Forekast Features
Client Management
This module centralizes all client information into a single, accessible repository. It allows teams to add custom attributes tailored to their specific business needs, ensuring every team member is empowered with the relevant data required to serve clients effectively.
Automated Workflows
It allows users to build custom, automated processes for every stage of the client journey, from initial onboarding to contract renewal. This functionality enables you to embed new, repeatable steps into your service delivery, ensuring consistency and reducing manual administrative overhead for your team.
Resources Management
This feature provides at-a-glance dashboards covering team member bandwidth, project profitability, client satisfaction metrics, and more, allowing for data-driven decisions on resource allocation and workload management.
Customized Triggers
With Forekast, users can implement no-code ‘if this, then that’ automation to create custom rules and alerts. These triggers keep teams informed and proactive, ensuring that critical actions are never missed and that everyone stays on top of important client developments automatically.
Pros And Cons of Forekast
Pros
Provides flexible data for powerful BI insights
Flexible time tracking and task views without added complexity
Offers a quick process to create new projects
Cons
Limited training resources available
Feature and reporting dependencies can be confusing at times
Forekast Reviews
Total 2 reviews
4
All reviews are from verified customers
Rating Distribution
5
Stars0%
4
Stars100%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Enterprise, 500+ employees
“Complete Customer Management Solution”
Pros
I really appreciate how everything is centralized in one dashboard, all client information, communications and notes are right there. It makes it easy to see which clients need more attention at a glance. The data protection features give me peace of mind knowing customer information is secure from unauthorized access plus, the integration capabilities with other apps really expand what I can do with the platform.
Cons
It doesn't always highlight which clients need the most attention, making it harder to prioritize my needs accordingly.
Rating Distribution
Ease of use
9
Value for money
8
Customer Support
8
Functionality
8
Mid-Market, 51-100 employees
“A new take on CRM”
Pros
The updated interface is user friendly and packed with useful features. Their customer support has been phenomenal and it really helps our agents stay organized and efficient in their daily tasks.
Cons
The website gets very glitchy when I'm trying to input values and sometimes it just won't accept what I'm entering. It also lags maybe since its still in early development, though I'm hoping a patch update will sort these issues out.
Rating Distribution
Ease of use
8
Value for money
8
Customer Support
9
Functionality
8
Frequently Asked Questions
Does Forekast offer an API?
The vendor hasn’t provided information about the platform’s API availability.
Does Forekast have a mobile app?
No, Forekast doesn’t offer a mobile app.
What languages does Forekast support?
It is available in English.
What other apps does Forekast integrate with?
Forekast software integrates with Google Workspace, Slack, QuickBooks, Google Drive, OpenAI, and various other apps.
What types of pricing plans does Forekast offer?
Forekast offers a 'Free Forever’ plan, making its core features accessible at no cost. However, charges for customization may apply. Contact us for a tailored Forekast price plan.
What level of support does Forekast offer?
Users can contact the Forekast team for support via ticket system.
Who are the typical users of forekast?
Agencies, consultants, contractors, and professionals in the insurance and real estate industries benefit from Forekast features.