WhatsApp Activities are now available in ForceManager!

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!

Introducing Make: Take ForceManager to the Next Level

We are thrilled to announce our newest feature: ForceManager is officially available to integrate via Make!

Make is a no-code robust integration platform that allows you to connect thousands of Apps, such as ForceManager, and open up endless possibilities for automating and streamlining your existing workflows.

By using Make to integrate ForceManager with any other softwares you use, you can minimize manual work, eliminate time-consuming data entry and centralize information from any other systems or data streams into ForceManager, and viceversa.

These are some examples of integrations you can build:

 - Integrate your ERP and ForceManager for real time inventory tracking

- Create a Sales Order whenever you get a new Invoice in your Accounting Software

- Create a new Account and/or Contact in ForceManager whenever you receive a new lead in your Marketing CRM

- Connect your favorite forms App with ForceManager and track your leads


Start now and take your business operations to the next level!

Learn more

Explore Make's Apps library

📅 Discover the new calendar!

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.

Learn More


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.

Learn More


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.

Learn More

Business Intelligence to move your sales

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

Elevate your analysis using the new Advanced Filters

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

Gain full visibility on your sales process

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.

An improved API library is live!

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

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

Update Opportunities without no need to edit them (Android)

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.


⚙ All new filters & improved opportunity section | Mobile

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.
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