Our App's improvements for iOS 15

As Apple's Technological Official Partners, at ForceManager we are committed to Apple's yearly improvements that come along with each new version of iOS and iPad OS.

In line with our philosophy, which consists in simplifying how sales representatives report information and how fast they can access it, we have developed 3 major improvements for iOS 15:

1. Live text, which you can use to identify text fragments with your iPhone's or iPad's camera and enter the text on any ForceManager field. You can now copy and paste hand-written notes and contact details from a contact card.

2. XL-Widgets, so you can visualize all the relevant information at any moment without having to get inside the app, such as your goals or your calendar. Plus, when the time of a meeting is arriving, you'll be able to use the same Widget to check-in, see the route or access a Zoom or Teams call.

3. Performance, for which we have reduced ForceManager's app battery consumption by 30%. Now more than ever, ForceManager keeps up with you, so you never have to stop.


Want to know more?

Read our Blog

Elevate your analysis using the new Advanced Filters

Use the new Advanced Filters and start analyzing your Companies, Contacts, Opportunities and Orders in-depth and in an autonomous and easy way.

While basic filters only allowed for searches based on the exact values of a field, advanced filters allow for more complex searches, based on a vast range of options associated to any fields of any entities.

Start elevating your analysis with the new Advanced Filters!

Read more

Gain full visibility on your sales process

You can now have visibility on all the activities associated to the sales process of each of your Opportunities by easily linking the related Emails and Calls.

You'll be able to understand from the Opportunity menu itself all the activities related to it, in order to easily comprehend all the opportunity's history and find strong aspects or details to be improved of your sales process. 

This is how you can link Calls and Emails to an opportunity in an easy and intuitive way:

Do you want to know more details to make the most of this functionality?

Read more

Available on Android and iOS.

Place the information where you can see it

We understand there's information about your Accounts that you must be able to find quickly.

This is why we have improved the Featured Fields section, which you can now find among the main information of any of your Accounts:

The purpose of this is for you to save time looking for those fields you keep checking, such as revenue, last activity or anything you find yourself looking for often!

Your account's Admin can select some Featured Fields for you and your team, on top of the Featured Fields you can select yourself with just one click.

Do you want to know how?

Learn how to add Featured Fields

⚙ All new filters & improved opportunity section | Mobile

As June comes to an end, we want to share a brief summary of our latest improvements that will continue to add more value to your company. These updates are made with one clear objective: for you to maximize and get the most out of ForceManager CRM:

  • New view for opportunities. Visualize your opportunities in pipeline format to have a 360 view of the status of your accounts. Read more.
  • WhatsApp Integration. Now, you can communicate faster and easier with prospects and clients. With this new ForceManager and Whatsapp integration, you are a click away from your clients! Read more.
  • New filter in the tasks section. Now, you can filter tasks by completion date. Plan your daily and upcoming tasks in a matter of seconds. Don’t lose track of any of your clients, and effectively monitor and follow up on each stage of your sales cycle.

New Opportunity Pipeline View on Android & iOS

See the status of your opportunities at a glance on your Android & iOS!

Other improvements & features in our latest release Android 3.42.0 and iOS 3.24.0

  • [ANDROID] Dashboard quick creation: press the plus button in the Dashboard to add anything.
  • [ANDROID/iOS] Schedule events/tasks using voice: we take care of linking relevant info and you can edit details using the keyboard.
  • [ANDROID/iOS] More images in activities: add up to 10 images to any activity.
  • [ANDROID/iOS] See who actually participated in a Zoom call: See in the activity detail, who actually participated in a Zoom call.
  • [ANDROID/iOS] Performance improvements: speed, responsiveness and battery usage improved to make you go faster and close more deals.

New Opportunity pipeline Android

SignatureManager 2.0 - Electronic Signature improved

We redesigned the flow with which you request and send a document for electronic signature with SignatureManager. 

You will now be able to select the exact position for the signature for any signee in the preview of a document to be sent for signature. You can also ask for multiple signatures on different pages, e.g. a privacy consent could be signed differently from the signature of the whole document.

Here are a few improvements/new features in our latest Web release 3.110.0:

  • Loading speed improved dramatically: ok for sure you noticed, we improved in an impossible way the speed at which the app loads after you log in and actually in every section you browse. We keep working on this constantly and we are sure you appreciate it.
  • New design for filters: We listened to your feedback and we decided to improve both the interface and the way you interact with filters. We made them easier to read, faster to use and more intuitive. Check them out on Accounts, Contacts, Opportunities, Orders sections if you haven’t already seen them!
  • Improved export and data field selection: we improve the way in which you can export data from Accounts, Contacts, Opportunities, Orders sections. It is now possible in every export you do to decide which specific data field you want to export in the list. You can also search for a field from the integrated search to select it more quickly.

WhatsApp Integration improved

Send a WhatsApp (or SMS) by just tapping on the phone number of your contact!

Other fixes/improvements in the iOS version 3.22.0 and Android version 3.39.3

  • [iOS/ANDROID] If you create a goal or have a goal assigned from other users with GoalManager, it will be possible to see who is the person who created and assigned the goal.
  • [iOS/ANDROID] We fixed minor bugs and improved the app performance overall, in particular, we made the Dashboard faster to load so you can manage your day in a snap
  • [ANDROID] We reduced the size of our app to make it lighter to download and faster to use
  • [ANDROID] New design for Drawer lateral menu, and the title bar of every section, we also improved aspects and colours inside each section of the app

New Opportunity Pipeline & Docs Preview on Web

  • We improved the design of the Opportunity section to make it clear what is the status of all of your opportunities and have a better overview of them straight from that section.
  • Now it is possible to Preview PDF Documents and Reports inside ForceManager web app without downloading them.

Here are other updates in the Web 3.106.3 release:

  • Brand new sidebar for accessing more effectively your important data, you can also reduce the size of it with the arrow on the top left corner so that you have more space to work!
  • Add and manage Contacts and Opportunities faster from the Account page, it is now super fast to create or edit a contact or an opportunity straight from the Account detail page.
  • We improved the detail page for Accounts and Opportunities making it more clear to read the data and improving the overall experience on that page.
  • We release new filters by Responsible/Owner 1, 2, 3… on Accounts and Opportunities.

iOS 14 - Widgets, Pencil, Event Creation via Voice

We’re thrilled to announce that ForceManager is the first CRM to fully support the new amazing features of iOS 14 and iPad OS 14!

New features: Widgets for your Home screen, Scribble & Drawing support for iPad with Pencil, Quick Task/Event creation via voice on Calendar.

  • WIDGETS: Say hello to our “Magic Widget” which adapts automatically to the situation. Instantly check-in, join a video call, drive to your next meeting or monitor your goals straight from your home screen.
  • PENCIL SUPPORT – SCRIBBLE: On your iPad you will now be able to insert data on any form with your Pencil without typing, fill phone number on an account, details of an opportunity, or a visit report with your pencil (works only in English for now but soon Apple will release full support for other languages).
  • PENCIL SUPPORT – DRAWING & SKETCHING:  You can now attach a drawing or sketch to any activity or check-in, simply tap on the “add a photo or drawing” button inside the activity detail – this feature is available on iPad but can also be used on iPhone if you use your finger to draw.
  • QUICK VOICE TASK/EVENT CREATION: Go to the calendar, swipe on “Cognitive”, start talking and we will take care of the rest. CoreML by Apple and our AI algorithms will smartly create that appointment or remind you to create a follow up.

Find out more here --->   ForceManager for iOS 14 & iPad OS 14

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