Do not miss Analytics Pro, the new feature of your CRM that will allow you to find the sales strategy that best fits your company by analyzing quality data.

Create reports, dashboards and folders to centralize your decision-making and share the results with your team. Identify which actions are working and which aren't, gain visibility and draw conclusions on how to grow your sales.

In addition, you will be able to help your team by adding widgets in your Companies, Contacts and Opportunities.

What are you waiting for?

Turn your data into opportunities

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

The brand new Validation Rules are already available, and they're going to be your best allies to maintain a clean and homogeneous data base.

These Validation Rules verify that the data introduced in a specific field are compliant with a series of prerequisites. Some examples of Validation Rules are texts that cannot contain spaces or capital letters, a number that must belong within a specific range, or even a credit card number, which must be valid and real.

This is why Validation Rules are especially useful for fields such as Email, Web,  Credit Card or even Passport Number, among many others.

All Validation Rules can be configured and applied to the corresponding fields in ForceManager Admin. Once activated, a user won't be able to save information that doesn't satisfy the criteria stated by the admin, and a warning message will be shown.

Are you an Admin and you want to know how you can start using Validation Rules?

Learn more

You can now update multiple entities in ForceManager simultaneously.

This feature can be found in the Import and Export menu in ForceManager Admin. You can use it to update as many fields as you need from your Accounts, Contacts and/or Opportunities simultaneously. Here's how it works:

You will find this feature especially useful when you need to modify one or more fields from numerous entities. This will also come in handy if you decide to add a new field to your Accounts, Contacts or Opportunities.

This new feature allows you to download an Excel with all the entities you need to modify, update the corresponding information in that same Excel file, and upload the file. The new information will be automatically updated in ForceManager.

Read the following article to understand how it works.

Know more

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

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.

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.

• 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.

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

See your schedule, find appointments and get notifications faster than ever!

The Web App is showing off some major improvements. View your calendar and get notifications to plan your week with ease without changing applications. ForceManager streamlines everyday tasks for a better experience from home.