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
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4
Rating Distribution
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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
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.
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.
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.
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.
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