Discover the brand new Integration Hub: Connect everything with just a click

Discover our new integration hub, where linking up with your most-used apps like WordPress Forms, Facebook, Instagram, Slack, Excel, and more, is now incredibly easy. Simply choose your app, pick a template, review, and activate. It's that straightforward.

With over 20 templates already available and more on the way, ForceManager enables you to integrate your favorite tools, enhancing your workflow and boosting your productivity. 

And if you have ideas for future integrations, we're all ears! Just fill out the form found at the end of the integration menu. To access just click on your profile and select Third party integration.


Agile Insights, On The Go

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

Turn your words into calendar events with Dana AI!

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.


Dana AI Business Card Scanner: Business card scanning now powered by AI!

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!

Discover the new design of our add-on Quotes & Orders

Ready to speed up your Orders and Quotes? The new interface offers an unparalleled experience. Essential information is not only more visible but now auto-completes, eliminating unnecessary steps and speeding up the creation and editing of orders and quotes.


Enhanced product search and selection

Adding products has never been so easy. Navigate smoothly between different folders, add products to your order just by entering their name, and before confirming, use the "Summary" view to make sure everything is in order.


Improved tracking with the new order status widget

But that's not all. With the addition of the Order Status widget, your order tracking reaches a higher level:

· Status pipeline: Immediately see what phase the order is in, and be able to check previous phases or those that have been skipped.

· Days in current status: By simply hovering over each point in the pipeline, you'll know how long a record has been in that specific state. An invaluable tool for managing times and priorities.

· Change log: Stay informed about any status changes and, even more importantly, who made the change.

The new interface of our Quotes & Orders add-on is now available in the Performance plans, and as an additional option, in our Professional and Starter plans.


Learn More


We invite you to explore and make the most of these new features. If you are interested in this add-on or have any questions, don't hesitate to contact us!


Quick Entity Creation: create new records anywhere

Say hello to the new Quick Entity Creation button! Now, you can create new Accounts, Contacts, Opportunities, Activities and many more from anywhere in ForceManager. This small change will have a big impact on your productivity!

Create any new records as you go - in just one click and a few seconds, and without having to switch modules.

It doesn't matter if you're managing your pipeline of opportunities, checking your daily activities or organizing your calendar. Now you can create any new record from any module without losing your place. Just click the button and fill the data in!

This new feature is already available for all our users! Try it out and see how it can save you time and increase your productivity!

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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.

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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.

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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

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.

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