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.

Explore our new Metrics and Reports section to have the information you need at your fingertips, wherever and whenever you need it.

• Dashboards: Create custom dynamic dashboards and access them on the go.
• Sales Analysis: Validate that your sales strategy and commercial tactics are aligned based on your sales activity.
• Reports: Share a PDF summary with your team and management.

Learn More

Imagine crafting your day's agenda with just your voice. Now, Dana AI's voice-to-event feature transforms your spoken words into events on your calendar!

Simply speak, and Dana AI takes care of the rest, not just transcribing your voice but also intelligently linking it with pertinent data in ForceManager.

Say goodbye to typing errors and scheduling mix-ups. Upgrade your daily planning to be faster and smarter with just a few spoken words.

To get started, simply update your mobile app and speak your next appointment into your calendar. It's your schedule at the speed of speech.

Transform business cards into actionable digital contacts in an instant. Introducing Dana AI Business Card Scanner – your card scanner, now supercharged with cutting-edge GPT technology.

· Smart Analysis: Whether there's a missing letter or a handwritten note, Dana AI detects, interprets, and adds it to the contact profile.

· Context and Accuracy: It's not just about storing data, but truly understanding it. Every detail matters, and now you can capture them all.

· Enhanced Efficiency: Say goodbye to manual errors and missed opportunities. Your contacts will be updated in your CRM in no time.

To start using Dana AI Business Card Scanner, simply update your mobile app, click on "Add Contact", select "Scan Card", and you're set.

 An essential tool to keep all your contacts up-to-date!

Ready to speed up your Orders and Quotes? The new interface offers an unparalleled experience. Essential information is not only more visible but now auto-completes, eliminating unnecessary steps and speeding up the creation and editing of orders and quotes.

Enhanced product search and selection

Adding products has never been so easy. Navigate smoothly between different folders, add products to your order just by entering their name, and before confirming, use the "Summary" view to make sure everything is in order.

Improved tracking with the new order status widget

But that's not all. With the addition of the Order Status widget, your order tracking reaches a higher level:

· Status pipeline: Immediately see what phase the order is in, and be able to check previous phases or those that have been skipped.

· Days in current status: By simply hovering over each point in the pipeline, you'll know how long a record has been in that specific state. An invaluable tool for managing times and priorities.

· Change log: Stay informed about any status changes and, even more importantly, who made the change.

The new interface of our Quotes & Orders add-on is now available in the Performance plans, and as an additional option, in our Professional and Starter plans.

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We invite you to explore and make the most of these new features. If you are interested in this add-on or have any questions, don't hesitate to contact us!

We're thrilled to announce the launch of Dana AI, the artificial intelligence that will optimize performance and accelerate sales for all salespeople and sales managers using ForceManager.

This new feature, now available to all ForceManager users, includes email management and optimization, to improve sales efficiency and effectiveness.

Here are the main features of Dana AI:

1. Executive Summary: Get a brief and clear overview of email conversations with your customers.
2. Chronological Summary: Visualize a timeline of conversations to easily understand the steps and key dates in the sales process.
3. Draft Email Response Writing: Save time managing emails with draft responses automatically generated by Dana AI.
4. Available in Microsoft Outlook: All Dana AI features are also available using the ForceManager add-in for Outlook. If you're not using it yet, discover it here!
   
   

How to start using Dana AI?

You don't have to do anything, as we've already set everything up for you. Head over to the Activities module in ForceManager, find an email thread and start taking advantage of Dana AI today!

If you don't see Dana AI active in your Account yet, please get in touch with your Customer Success Manager to request manual activation.

Say hello to the new Quick Entity Creation button! Now, you can create new Accounts, Contacts, Opportunities, Activities and many more from anywhere in ForceManager. This small change will have a big impact on your productivity!

Create any new records as you go - in just one click and a few seconds, and without having to switch modules.

It doesn't matter if you're managing your pipeline of opportunities, checking your daily activities or organizing your calendar. Now you can create any new record from any module without losing your place. Just click the button and fill the data in!

This new feature is already available for all our users! Try it out and see how it can save you time and increase your productivity!

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With the new WhatsApp activities, you are now able to report and centralize all the interactions with your Accounts and Contacts in ForceManager. Optimize your sales process, analyze which phases work best, and understand if you're having enough contact with your clients and prospects to reach your sales goals and increase your Activity score.

And the best part? You'll have higher quality information and report 3 times faster!

This is how you can start taking advantage of this new feature:

Send WhatsApp messages from ForceManager

Find the Contact or Account you want to talk to and send your WhatsApp message directly from ForceManager. WhatsApp will open up on your phone so you can finish sending the message, and the message will be logged automatically in ForceManager as a WhatsApp Activity.

Learn how

Log past WhatsApp messages

You can also report in ForceManager a WhatsApp you already sent. Decide what parts of the conversation are relevant, take a screenshot, share it with the ForceManager App and create a new WhatsApp Activity. Et voilà! Activity created!

Learn how

To start using WhatsApp Activities, you don't need to do anything! We've already set everything up for you. Start leveraging the power of WhatsApp Activities with your team today!

We are thrilled to announce our newest feature: ForceManager is officially available to integrate via Make!

Make is a no-code robust integration platform that allows you to connect thousands of Apps, such as ForceManager, and open up endless possibilities for automating and streamlining your existing workflows.

By using Make to integrate ForceManager with any other softwares you use, you can minimize manual work, eliminate time-consuming data entry and centralize information from any other systems or data streams into ForceManager, and viceversa.

These are some examples of integrations you can build:

 - Integrate your ERP and ForceManager for real time inventory tracking

- Create a Sales Order whenever you get a new Invoice in your Accounting Software

- Create a new Account and/or Contact in ForceManager whenever you receive a new lead in your Marketing CRM

- Connect your favorite forms App with ForceManager and track your leads

Start now and take your business operations to the next level!

Learn more

Explore Make's Apps library