Would you like to get more relevant results in your CRM? Now, with ForceManager’s related entity filters, you can cross-reference data between companies, contacts, activities, and more to access more useful and actionable information.
Try this new feature and optimise the way you manage your data, all with just a couple of clicks!
Read more in the Help Center
Now you can send emails to several contacts at once without leaving ForceManager. The best part? You'll receive instant notifications when a customer opens or clicks on any link in the email.
*If you don't see this feature available, please contact your Customer Success.
Can you imagine having instant answers to most of your technical questions? All this without the need to review documentation or call the back office. With Dana AI Plus, this is now a reality.
Dana AI Plus will be your personalized business expert, thanks to prior training on your business specifications, catalogs, products, and more 🤖. You'll be able to respond faster and more accurately to your customers. Saving time and accelerating sales cycles.
Plus, with the new smart voice reporting, the days of wasting time organizing text notes and filling out lengthy forms are over. Just record a voice note with the details, and Dana AI Plus will create a structured summary, suggest next steps, and fill in custom fields 📱.
Contact your Customer Success to learn more or visit: https://www.forcemanager.com/tour/dana-ai-plus/
Version 3.69.0 of our Android app is here, and it's transforming the way professionals operate on-the-go:
🔍 Enhanced Filtering Options - Simplify campaign management by easily tracking account status for both pending and completed activities! 🎯
🗓️ New Event/Task Planning Feature - Schedule events swiftly across multiple companies on specific dates, boosting your efficiency and saving valuable time! ⏱️
🚗 Updated Calendar and Activities - Visualize your daily routes with clear driving times and distances, helping you organize your day more effectively! 🛣️
🔧 Improved All Entities Filters - Gain more control with our new filtering system, now with the flexibility to aggregate or eliminate based on your needs! 🎛️
🚀 Access all your sales records from anywhere with ForceManager: Invoices, orders, offers, and more, always right at your fingertips.
🌟 Complete Integration: Sync all your sales documents with your ERP and access them on the go. Never miss a beat, no matter where you are.
🌟 Total Control: View the status of each sales document with its specific status pipeline. Stay informed about every phase of the process.
🌟 Instant Offers: Create offers directly from your mobile using your catalog. Quick, easy, and just at the right time.
🌟 Limitless Mobility: With all the crucial information at your fingertips, make informed decisions quickly and improve your response times.
Now available in our Quotes & Orders Add-on!
🌟 Exciting News Alert! 🌟
📱 Get ready to supercharge your productivity with the latest version 3.55.0 of our iOS app! 📱
🚀 Packed with incredible upgrades aimed at enhancing your work efficiency and experience, this release is a game-changer! 🚀
🗺️ Say goodbye to unnecessary navigation hassles with our new "View the Day's Route in Dashboard" feature for iPad. Now, planning your day is as easy as a tap! 🗺️
🔍 Need to track campaign progress effortlessly? Our expanded filtering options in the Accounts section have got you covered! 📈
🗓️ Introducing a revolutionary Event/Task Planning feature, allowing you to schedule multiple events for specific dates with lightning speed! ⚡
🛣️ With the new "Route of the Day" feature, managing your day's schedule is a breeze! See driving time and total kilometers at a glance. 🛣️
🎯 More control, more efficiency! Say hello to enhanced filtering options with our updates to Boolean filters. 🎯
🔍 And guess what? Our Sales Orders filters are now available on iOS, ensuring seamless alignment across platforms! 🔍
🎉 Don't miss out on these amazing improvements - update your app now and experience the difference firsthand! 🎉
👀 Watch the video below for a sneak peek at what's waiting for you! 👀
Get ready to elevate your productivity like never before! 💪 #ProductivityBoost #iOSAppUpgrade #EfficiencyUnleashed
What's New? Improved Event/Task Planning:
We've rolled out an update that simplifies how you manage events and tasks. Now, you can easily select multiple companies and schedule specific dates without a hassle. It's work planning made more intuitive, helping you focus on what really matters. Better Third-Party Integration:
Finding and using your integrations just got a lot easier. With a new tab view and an advanced search bar, filtering and accessing any integration is a breeze. Less time searching means more time doing. Start planning smarter today with our web app.
#SmartPlanning #IntegrationSimplified #WebAppNews
Discover the new desing of our product module, crafted to optimize and enhance your catalog management:
✨ Intuitive category navigation: Locate that essential item in seconds.
✨ Instant solutions: Out of stock? Find alternatives immediately and keep your operations flowing smoothly.
✨ Inventory always up to date: Directly connected to your ERP, keeping you informed about what's available at the moment.
✨ A catalog that catches the eye: With professional images that highlight the quality and details of each product.
We invite you to explore and make the most of this new design. If you're interested in this add-on or have any questions, don't hesitate to contact us!
We understand the importance of efficiency in the sales process. That's why we're excited to introduce you to SignatureManager, our tool for managing digital signatures, designed to accelerate and secure your business transactions.
Curious to see how it works? Take a look at the video and discover how SignatureManager can take your sales to the next level.
For more information, please contact your Customer Success team.
Discover our new integration hub, where linking up with your most-used apps like WordPress Forms, Facebook, Instagram, Slack, Excel, and more, is now incredibly easy. Simply choose your app, pick a template, review, and activate. It's that straightforward.
With over 20 templates already available and more on the way, ForceManager enables you to integrate your favorite tools, enhancing your workflow and boosting your productivity.
And if you have ideas for future integrations, we're all ears! Just fill out the form found at the end of the integration menu. To access just click on your profile and select Third party integration.
