For agencies managing 3+ clients
Pipeline, inbox, campaigns, automations, reporting, and AI insights — for every client account you manage, in one login.
Free migration · 30-day refund guarantee · No setup fee
01 — Who this is for
Not a general-purpose CRM with an agency mode bolted on. ForecastOS assumes from the first screen that you're running pipeline, campaigns, and reporting for multiple client accounts at once — because that's the only way most agencies actually work.
02 — The problem
Deals slip between stages because nothing prompts the next action automatically.
Reps switch tabs mid-conversation and lose context on what was already said.
Screenshots and spreadsheets instead of a report a client can log into.
The one person who remembers the follow-up sequence goes on leave.
03 — The solution
Every contact, deal, campaign, and automation in ForecastOS is scoped to a client account. Switch between clients without switching tools, logging into a different system, or losing your place.
A kanban board per client, drag-and-drop stage changes, and deal cards that carry the context — value, contact, due date — without a second click.
Email, SMS, and WhatsApp in a single thread view, so a reply doesn't mean hunting across three apps to find out what the client already said.
A branded, shareable report view replaces the monthly screenshot-and-spreadsheet ritual. Build it once, and it stays live.
A visual trigger → condition → action builder means the follow-up sequence survives past the one person who set it up.
Every open deal gets a live score based on engagement and deal signals. Suggested actions surface in one feed, and one click turns a suggestion into a task.
Booking pages link straight back to the contact and deal record, so a booked call already has context attached.
04 — How it works
We look at what you're running today — CRM, spreadsheets, whatever's holding it together — and map it to a ForecastOS plan.
Contacts, deals, and client accounts move over from GoHighLevel, HubSpot, Zoho, or a spreadsheet. You don't touch a CSV.
Starter workflows, sequence templates, and a white-label report template are ready before your first login.
A 1:1 onboarding call and a 30-day support channel mean the first month is the most supported one.
05 — Why switch
A separate CRM and email/SMS tool
Reports built by hand each month
No prioritization — everything looks urgent
Automations known only to one teammate
A new login for every client account
One inbox, tied to pipeline and contacts
Live, shareable client report view
AI scoring flags who to contact next
Workflows visible and editable by the team
Every client account, one login
06 — Guarantee
If it's not a fit in the first 30 days, cancel and get every dollar back — including any annual prepayment, prorated for unused months.
If the free migration doesn't successfully move your existing CRM data, that month is free until it does.
07 — Before you switch
Let's talk
Book a 20-minute call. We'll look at what you're running today, show you ForecastOS against it, and tell you honestly whether it's a fit.
This form isn't wired to a backend yet — it opens an email to hello@forecastos.example. Free migration · 30-day refund guarantee · No setup fee.