Pricing

Priced around client accounts, not seats

Add teammates freely. Every plan scales with how many clients you're running, not how many people are logged in.

No setup fee on any plan.

Studio

For agencies running a small, steady client roster

$0/mo

5 client accounts · 3 seats

  • Pipeline & deals — kanban board, drag-and-drop stages
  • Contacts & unified inbox — email, SMS, WhatsApp
  • Scheduling — booking pages tied to deals
  • Client roster — status, team, pipeline value
Start with Studio
Most popular

Agency

For agencies actively growing their roster and running campaigns at volume

$0/mo

20 client accounts · 10 seats

  • Everything in Studio
  • Automations — trigger, condition, action builder
  • Campaigns & sequences — bulk sends, nurture flows
  • Forms & funnels — lead capture, landing pages
  • Reports & attribution — revenue by source, by stage
Start with Agency

Scale

For agencies running client work at scale, where reporting and prioritization are full-time jobs

$0/mo

Unlimited accounts & seats

  • Everything in Agency
  • AI insights & lead scoring
  • White-label client reports
  • Dedicated onboarding
  • Priority support
Start with Scale
0

The first 50 agencies lock founding pricing for life

White-glove migration and 1:1 onboarding are hands-on — they don't scale past a small cohort without hiring ahead of revenue. Join as a Founding Agency and your plan's price is locked for as long as you stay subscribed, even as list price rises later. Once the cohort fills, this banner will say so and open a waitlist instead.

Check founding availability

Guarantee

Try it without the risk

30 days
Full refund, no conditions

Cancel in the first 30 days and get every dollar back, including any annual prepayment, prorated for unused months.

Migration
Guaranteed, or that month's free

If the free migration doesn't successfully move your existing CRM data, that month is free until it does.

FAQ

Billing questions

One client account per business you run marketing or sales work for — their contacts, deals, campaigns, and reports all live under it. Your own agency's internal pipeline (if you track it) counts as one client account too.
You'll get a heads-up before it happens, not a hard cutoff mid-month. Upgrade to the next tier and everything already in ForecastOS stays exactly where it is — no re-migration, no data loss.
Yes, any time. Upgrades apply immediately; downgrades take effect at the next billing cycle so you're not cut off from something mid-use.
Seats are agency-wide, not per client account. A 10-seat Agency plan means 10 teammates who can access any of your 20 client accounts, based on the permissions you set for each of them.
Contacts, deals, and client account structure from your current CRM (GoHighLevel, HubSpot, Zoho) or a spreadsheet, moved over by the ForecastOS team before you're live. It's included on every plan, not just the higher tiers.
Month-to-month plans cancel anytime. Annual plans are prepaid for the year but covered by the same 30-day full-refund guarantee if it's not a fit early on.
Not a self-serve trial — onboarding is hands-on by design, starting with the free migration. The 30-day guarantee serves the same purpose: you get the full product live with your real data before deciding it's a fit.

Still deciding?

Still deciding which plan fits?

Book a 20-minute call and we'll tell you honestly which tier matches how you run client work today — not just which one costs more.

Book a 20-minute demo