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! 🎛️
🌟 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.
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!
We are excited to announce a new improvement to the recently released ForceManager's Outlook Add-in: the ability to report emails in ForceManager without having email synchronization activated.
This new feature enables users to report emails in just one click without leaving their inbox. The Add-in will detect the related records in ForceManager, such as the Account or Contacts, and will create the email as a new Activity.
This makes it especially useful for those who don't have email synchronization active, as reporting emails via the ForceManager Outlook Add-in is much faster and efficient.
With this improvement, users can now have emails reported in real-time and have all the necessary information at hand. This will help users save time, stay organized, and ensure that all emails are reported accurately and properly.
You still haven't installed our Add-in for Outlook?
Not ready to install yet? Learn more about the ForceManager Outlook Add-in.
We are excited to announce that the newly improved ForceManager Add-in is now available for Outlook! This new Add-in allows you to have your CRM information within your inbox, so you can save time and be more productive.
The ForceManager Add-in for Outlook provides you with integrated information and context. When writing an email, you will be able to check and refer to any details you need without leaving the email's tab, such as an opportunity's status or related documents.
You will also be able to create new contacts and accounts as soon as the Add-in identifies an email address not included in your ForceManager's contacts list, as well as edit any that already exist.
If you're using Outlook, we recommend that you download and install the ForceManager Add-in so you can take advantage of all the features it has to offer!
If you're not ready to install it just yet, you can learn more here.