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!

The latest improvements on design and functionalities that will make your day to day easier are finally available: don't miss out on ForceManager's new web calendar!

Intuitive, simple and easy to use: here's your new calendar

We've redesigned our calendar's appearance. Along with the arrival of new features, such as checking the confirmation of your invitations or the automatic registration of video-calls, we've made the new ForceManager calendar your best partner for your daily planning.

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All your calendars in one

ForceManager allows you to view all your events without leaving your CRM thanks to bidirectional sincronization: all the appointments you create within ForceManager will automatically appear in your external calendar, and viceversa.

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New features for your events and video-calls

You can now invite contacts from outside your organization to the events you create in the ForceManager calendar. They will receive an email with all the details of the event. You can also track the status of the invitation in real time: if they accept, if they don't, or if they propose another date.

In fact, these events can also be video calls. You will be able to set up the video call and join it without leaving ForceManager. Once it's over, an activity will be automatically created with the duration of the meeting, as well as a report in which you can enter the most important data from the meeting.

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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

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.

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.

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.

We have revolutionized our export solutions to give you deeper options and better control during the whole process so that you can get things done faster than ever. Check out all the improvements that are now available to you!

• New Cross-Entity capabilities when exporting from Activities or Opportunities: Long gone are the days of having to export different Excel files and link them manually together thanks to our powerful cross-entity export capabilities that let’s you choose the fields you need even if they belong to a different entity!
• Faster and more intuitive export process: We have completely revamped the export process so that we can guide you through it and give you the best course of action based on the complexity of the export you are trying to accomplish (either a direct download that shows you the progress in real-time or an automatic email for those very complex export processes)

We have also been working on improving your experience when managing documents through our document’s management solution through the following:

• Newly redesigned and easier to read Documents tree
• Possibility to find the parent folder of a file when searching or looking at your recent/favorites section
• Improved Drag&Drop experience

 Multiselection of Documents and Folders to speed up the delete process so that your documents structure is always spotless! 

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.