All the information you need to organize your daily activities and achieve your sales goals is now in one place: the new Web Dashboard. 👇
With the new Web Dashboard, you can:
Your day, simplified; your results, amplified. 🌟
Would you like to get more relevant results in your CRM? Now, with ForceManager’s related entity filters, you can cross-reference data between companies, contacts, activities, and more to access more useful and actionable information.
Try this new feature and optimise the way you manage your data, all with just a couple of clicks!
Read more in the Help Center
Now you can send emails to several contacts at once without leaving ForceManager. The best part? You'll receive instant notifications when a customer opens or clicks on any link in the email.
*If you don't see this feature available, please contact your Customer Success.
🚀 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!
🌟 Exciting News Alert! 🌟
📱 Get ready to supercharge your productivity with the latest version 3.55.0 of our iOS app! 📱
🚀 Packed with incredible upgrades aimed at enhancing your work efficiency and experience, this release is a game-changer! 🚀
🗺️ Say goodbye to unnecessary navigation hassles with our new "View the Day's Route in Dashboard" feature for iPad. Now, planning your day is as easy as a tap! 🗺️
🔍 Need to track campaign progress effortlessly? Our expanded filtering options in the Accounts section have got you covered! 📈
🗓️ Introducing a revolutionary Event/Task Planning feature, allowing you to schedule multiple events for specific dates with lightning speed! ⚡
🛣️ With the new "Route of the Day" feature, managing your day's schedule is a breeze! See driving time and total kilometers at a glance. 🛣️
🎯 More control, more efficiency! Say hello to enhanced filtering options with our updates to Boolean filters. 🎯
🔍 And guess what? Our Sales Orders filters are now available on iOS, ensuring seamless alignment across platforms! 🔍
🎉 Don't miss out on these amazing improvements - update your app now and experience the difference firsthand! 🎉
👀 Watch the video below for a sneak peek at what's waiting for you! 👀
Get ready to elevate your productivity like never before! 💪 #ProductivityBoost #iOSAppUpgrade #EfficiencyUnleashed
What's New? Improved Event/Task Planning:
We've rolled out an update that simplifies how you manage events and tasks. Now, you can easily select multiple companies and schedule specific dates without a hassle. It's work planning made more intuitive, helping you focus on what really matters. Better Third-Party Integration:
Finding and using your integrations just got a lot easier. With a new tab view and an advanced search bar, filtering and accessing any integration is a breeze. Less time searching means more time doing. Start planning smarter today with our web app.
#SmartPlanning #IntegrationSimplified #WebAppNews
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.
Explore our new Metrics and Reports section to have the information you need at your fingertips, wherever and whenever you need it.
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.
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!
The wait is over! Boost seamless communication with your sales team and with other departments with ForceManager's brand new feature: Timeline Conversations. Comment on calls, emails, visits or any other activity logged in the CRM, amplifying collaboration and accelerating deal closures.
Save precious time with direct, on-point communication. Streamline internal alignment to boost deal closures and provide real-time sales coaching.
Make swift, pinpointed decisions, diminishing customer response times. Leverage best practices by reviewing all your past conversations.
Draw in users from your sales team or other departments into ongoing conversations just by tagging them. They will receive notifications both within and outside the app, keeping everyone in the loop.
