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

We are excited to announce a new improvement to the recently released ForceManager's Outlook Add-in: the ability to report emails in ForceManager without having email synchronization activated.

This new feature enables users to report emails in just one click without leaving their inbox. The Add-in will detect the related records in ForceManager, such as the Account or Contacts, and will create the email as a new Activity.

This makes it especially useful for those who don't have email synchronization active, as reporting emails via the ForceManager Outlook Add-in is much faster and efficient.

With this improvement, users can now have emails reported in real-time and have all the necessary information at hand. This will help users save time, stay organized, and ensure that all emails are reported accurately and properly.

You still haven't installed our Add-in for Outlook?

Install it now

Not ready to install yet? Learn more about the ForceManager Outlook Add-in.

We are excited to announce that the newly improved ForceManager Add-in is now available for Outlook! This new Add-in allows you to have your CRM information within your inbox, so you can save time and be more productive.

The ForceManager Add-in for Outlook provides you with integrated information and context. When writing an email, you will be able to check and refer to any details you need without leaving the email's tab, such as an opportunity's status or related documents.

You will also be able to create new contacts and accounts as soon as the Add-in identifies an email address not included in your ForceManager's contacts list, as well as edit any that already exist.

If you're using Outlook, we recommend that you download and install the ForceManager Add-in so you can take advantage of all the features it has to offer!

Install it now!

If you're not ready to install it just yet, you can learn more here.

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.

The improved version of our API library is already available. There, you will find the guidance you need to build integrations for ForceManager.

These are the main improvements that come with the new version:

• New APIs
• New documentation
• More examples

With the new version, admins will be able to build integrations without depending on the help from a ForceManager success agent.

Visit the APIs library:

API Documentation

Business

With the new Bulk Update function, you now have the ability to change multiple user features through ForceManager Admin, all in one click. To perform actions such as assigning new responsibilities or deactivating multiple users, simply select the set of users you prefer and choose the related action.

The main actions you can do in bulk are the following:

• Deactivate several users when you have more than one user who no longer needs access to the platform.
• Activate several users - useful at times you’d like to reactivate several users who have been deactivated in the past.
• Edit users information, such as creating new teams or moving team members under different managers.
• Change email passwords, enabling the admin to send an email giving several users the ability to reset their passwords.

If you’d like to learn more, please read our Support Article

We have radically improved our accounts filtering experience offering better customization options. You can completely adapt them to your needs, making sure that the most valuable information is always at your fingertips.

Until now, the experience using Quick Filters was fast and intuitive, but not all fields were available. From now on you can:

• Add any filter you need: you will be able to completely customize which filters appear on the section, no matter the amount of them (no limits) or if they are standard or custom fields.
• Order them the way you want: by reordering the filters on the Quick Filters section you decide how you want them to appear on the screen.
• Use the same filters the next time you log in: you will be able to find active the filter status you set the last time you were connected, so when you log in again you don't have to redo your previous filtering.

To optimize your day-to-day, now you can edit your opportunities without accessing the detals! You can modify or add data from the opportunity card itself.

• We have added the "creation date" field and the Probability in your opportunities details.

We have also added new features and other improvements in Android version 3.47:

• Now, you can view your opportunities according to your personalized views in Pipeline format.
• We have added entity type filters (Accounts, Contacts, Opportunities) to the application filters.
• We have improved how the text fields are displayed. Multiline fields are shown on a new screen, so they are easier to read.