Version 3.69.0 of our Android app is here, and it's transforming the way professionals operate on-the-go:

🔍 Enhanced Filtering Options - Simplify campaign management by easily tracking account status for both pending and completed activities! 🎯

🗓️ New Event/Task Planning Feature - Schedule events swiftly across multiple companies on specific dates, boosting your efficiency and saving valuable time! ⏱️

🚗 Updated Calendar and Activities - Visualize your daily routes with clear driving times and distances, helping you organize your day more effectively! 🛣️

🔧 Improved All Entities Filters - Gain more control with our new filtering system, now with the flexibility to aggregate or eliminate based on your needs! 🎛️

🚀 Access all your sales records from anywhere with ForceManager: Invoices, orders, offers, and more, always right at your fingertips.

🌟 Complete Integration: Sync all your sales documents with your ERP and access them on the go. Never miss a beat, no matter where you are.

🌟 Total Control: View the status of each sales document with its specific status pipeline. Stay informed about every phase of the process.

🌟 Instant Offers: Create offers directly from your mobile using your catalog. Quick, easy, and just at the right time.

🌟 Limitless Mobility: With all the crucial information at your fingertips, make informed decisions quickly and improve your response times.

Now available in our Quotes & Orders Add-on!

Explore our new Metrics and Reports section to have the information you need at your fingertips, wherever and whenever you need it.

• Dashboards: Create custom dynamic dashboards and access them on the go.
• Sales Analysis: Validate that your sales strategy and commercial tactics are aligned based on your sales activity.
• Reports: Share a PDF summary with your team and management.

Learn More

Imagine crafting your day's agenda with just your voice. Now, Dana AI's voice-to-event feature transforms your spoken words into events on your calendar!

Simply speak, and Dana AI takes care of the rest, not just transcribing your voice but also intelligently linking it with pertinent data in ForceManager.

Say goodbye to typing errors and scheduling mix-ups. Upgrade your daily planning to be faster and smarter with just a few spoken words.

To get started, simply update your mobile app and speak your next appointment into your calendar. It's your schedule at the speed of speech.

Transform business cards into actionable digital contacts in an instant. Introducing Dana AI Business Card Scanner – your card scanner, now supercharged with cutting-edge GPT technology.

· Smart Analysis: Whether there's a missing letter or a handwritten note, Dana AI detects, interprets, and adds it to the contact profile.

· Context and Accuracy: It's not just about storing data, but truly understanding it. Every detail matters, and now you can capture them all.

· Enhanced Efficiency: Say goodbye to manual errors and missed opportunities. Your contacts will be updated in your CRM in no time.

To start using Dana AI Business Card Scanner, simply update your mobile app, click on "Add Contact", select "Scan Card", and you're set.

 An essential tool to keep all your contacts up-to-date!

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!

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.

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.

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.

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.