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
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!
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.
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!
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!
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!
