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.

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.

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

• 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 super excited to announce great improvements for our latest Android release!

Finally it’s here – “Pull to Refresh” in the Dashboard: if you want to update the Dashboard, super easy…pull down the screen and you’ll refresh the data!

Battery consumption: you should see battery consumption reduced up to 60% – hands up for our Android team on working hard on this and thanks for your feedback on this much needed improvement!

• Performance improvements all across the app to improve responsiveness and speed
• Improved in screen transitions: we improved almost every single animation while you browse the different sections of the app.
• You can now edit an out of range check-in and change the type to a non-visit type
• New users can now try the app playing with demo data…and if you are already a user you can now share the app with your friends or colleagues and let them try it!

We have launched a better version of the “Contacts” module, designed through a new technology that will offer easier application usability. Making it faster and more intuitive for your users.

New design when creating your contacts!

When adding a new contact, a pop-up window appears over your agenda so you don’t lose your contacts overview in any moment.

Improved layout when viewing your contacts

Now, besides being able to edit the information of your contacts quickly, you can also contact the person through the edition panel.

New functionality: massive update and removal!

You will be able to massively update or delete any contact data. It will be as easy as adding filters and selecting the contacts you want update.

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