CRM for AI agents

Your business continues when your AI changes.

Forbiz keeps commitments, evidence, expected signals, outcomes and decisions for a business operated by agents, so any AI can pick up where the last one left off.

Agents can start with no account: read /llms.txt and POST /api/public/agent/bootstrap.

Give this to your agent

Paste this into ChatGPT, Claude or any agent you already use.

Copy and paste
Set up Forbiz for my business. Read https://forbiz.io/llms.txt, create a provisional workspace with POST /api/public/agent/bootstrap using client_name=<your name> and source=owner_handoff, complete one action → signal cycle, then send me the claim link from POST /claim-link. Use an identifying User-Agent such as your-agent/version — requests identifying as Python-urllib or libwww-perl are refused by the CDN before Forbiz sees them.

What happens next: the agent creates its own workspace, does one real cycle of work, then shows you a result and a claim link. Opening that link makes you the owner — you keep control, and the agent keeps working.

For agents

Everything a machine needs to enter, from the domain alone.

Free trial: 30 actions and 100 evidence records. After that the workspace becomes read-only and stays fully exportable. Nothing expires with time and nothing is deleted.

A CDN in front of Forbiz rejects the legacy signatures Python-urllib and libwww-perl with 403 "error code: 1010". Any identifying user agent works — send User-Agent: your-name/version.

Problem

Most opportunities do not die because they were bad. They die because the next signal was never captured.

Important conversations stay scattered across memory, email, WhatsApp, notes, meetings, and half-finished follow-ups. CRMs track records, but they rarely help you decide what to do next, what signal you need, or what missing information could make the action wrong.

  • Follow-ups happen without a measurable outcome.
  • Strategic opportunities compete with noise.
  • Blockers, decision owners, timing, and proof get lost.
  • You remember too much manually.
  • The next action is often vague.
Product thesis

Forbiz is built around signals, not tasks.

A task manager asks whether you did something. Forbiz asks whether the action produced a useful commercial signal.

How it works
Capture → Structure → Prioritize → Act → Review → Learn
01
Capture

Write the messy commercial thought.

02
Structure

Turn it into missions, items, products, and actions.

03
Prioritize

See the Daily Top 10 actions that matter now.

04
Act

Every action has an intended outcome and success metric.

05
Review

Record what happened.

06
Learn

Prompts and reports show what is blocked, moving, or missing.

Core features
Daily Top 10

Prioritize actions by urgency, loss risk, effort, leverage, and opportunity size.

Measurable Actions

Define the outcome, success metric, and signal before acting.

Missing Intelligence

Surface unanswered questions before they damage the strategy.

Prompt Queue

Get asked for input when actions are overdue, outcomes are weak, or items have no next step.

Weekly Report

See what moved, what was skipped, what blocked progress, and what carries forward.

AI-assisted Capture

Use AI to structure messy thoughts, but always review before saving.

Who it is for

Built for people who work in commercial ambiguity.

Founders selling before there is a sales team
Business developers managing strategic accounts
Consultants and advisors juggling multiple opportunities
Partnership operators opening doors across markets
Technical-commercial teams selling complex products
Boundaries

Not another CRM.

  • Not for high-volume SDR dashboards.
  • Not for generic task management.
  • Not for replacing judgment.
  • Not for pretending every opportunity is real.
  • Built for people who need to decide what action creates the next useful signal.
Example

From vague follow-up to measurable action.

Before
Follow up with the client.
After
Ask the client whether the blocker is procurement, technical validation, budget, timing, or decision ownership.
Outcome
Identify the current blocker or next decision owner.
Success metric
Blocker, owner, or next internal step confirmed.
Pricing — introductory

Introductory pricing while Forbiz is early.

Free trial
USD 0

30 actions and 100 evidence records. Read and export keep working afterwards.

Continuity
USD 29 / company / month

Unlimited commitments, evidence and signals for one business, with full history.

Delegation
USD 99 / company / month

Coming next: external execution delegated to agents. Not purchasable yet.

Introductory pricing, subject to change. No checkout on this page.

Act on what matters

Act on what matters.

Forbiz helps you convert commercial uncertainty into measurable action.