ForceManager is now available inside Microsoft Teams!

Experience the full power of your CRM without leaving Microsoft Teams!
Check goals, log video calls & sales activities, collaborate with one click.

Try it now

* This link should be opened from desktop *

Starting today you will be able to quickly create, access and share ForceManager data directly from Microsoft Teams. Try now our free app & move collaboration with your sales team to a whole new level!

Below some of the things you can do with our new shiny Microsoft Teams app:

  • Efficiently organize and collaborate with your team and clients with our personal and intelligent CRM dashboard integrated in Microsoft Teams. With a 360 view of your business agenda, you can track recent activities, goals, upcoming tasks and events in real time, as well as join your next video conference in just one click. 
  • Better prepare for meetings with clients through quick search and our magic dashboard that will present you automatically with relevant customer data and recently viewed records.
  • Increase alignment with your team accessing instantly all the latest sales activities and your recently viewed items in ForceManager.
  • Improve the communication and collaboration within your Sales Team: easily search, share and view information about Companies, Contacts & Opportunities directly from the chat of Microsoft Teams.

All information stored in ForceManager is now made available in Microsoft Teams and viceversa, in order to help you increase sales activities, speed up reporting and be able to close more deals.

Want to know more? Our amazing support team wrote this article for you: 
"how it works" support article available at this link

New Opportunity Pipeline View on Android & iOS

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.

New Opportunity pipeline Android

SignatureManager 2.0 - Electronic Signature improved

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.

New Opportunity Pipeline & Docs Preview on Web

  • 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.

iOS 14 - Widgets, Pencil, Event Creation via Voice

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

📅 Today Notification Widget available on Web

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.


🎥 Video Call integration with Microsoft Teams

Introducing our brand new integration with Microsoft Teams to let you and your team organise video calls with customers, share an invitation and automatically log activity from video calls straight from inside ForceManager web app! Just request an activation and you will be able to link your Microsoft Teams account to ForceManager.

Click here to find out more: Instantly create and share Microsoft Teams video calls

· Various bug fixes and improvements: We constantly apply various bug fixes and improvements, in particular in this version we improved our exporting routines of accounts to Excel files and fixed a few bugs on our custom field filter.

GoalManager 2.0

Thanks to version 2.0 you can now segment your objectives so they can be completely adapted to your strategy and plan them considering the seasonality (We know that during holidays the performance tends to decrease). In addition to the new objective of “Team aggregate”, you can plan the goals of your entire team in seconds and have the full picture when analysing its progress.  

Discover each and every one of the new features available in the premium version: GoalManager 2.0