Sage Sales Management Product Updates logo

Product Updates

Back to Homepage
English
  • Español
  • Italiano
Subscribe to Updates

Labels

  • All Posts
  • iOS
  • Android
  • Web
  • New Feature
  • Improvement
  • Bug Fix
  • Admin
  • All Plans
  • Business
  • Starter
  • Professional
  • Performance

Jump to Month

  • November 2024
  • September 2024
  • June 2024
  • April 2024
  • March 2024
  • February 2024
  • December 2023
  • November 2023
  • September 2023
  • August 2023
  • June 2023
  • May 2023
  • February 2023
  • January 2023
  • December 2022
  • October 2022
  • May 2022
  • March 2022
  • February 2022
  • January 2022
  • December 2021
  • October 2021
  • September 2021
  • August 2021
  • July 2021
  • June 2021
  • February 2021
  • December 2020
  • October 2020
  • September 2020
  • July 2020
  • March 2020
WebNew FeatureAll Plans
8 months ago

Introducing the new web Dashboard! 🚀

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:

  • Access all your essential metrics with just a click.
  • Prioritize your upcoming tasks and opportunities.
  • Save time on administrative tasks to focus on your clients.

Your day, simplified; your results, amplified.  🌟 

Learn more

WebImprovementAll Plans
10 months ago

Discover how the new smart filters can revolutionise your daily management!

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

iOSAndroidWebStarterProfessionalPerformance
a year ago

Your Sales Records, Always Accesible

🚀 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!

WebImprovementAll Plans
a year ago

New Web app release! Exciting Updates to Enhance Your Planning and Integration Experience!



What's New?

:estrella2:
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.
:lupa:
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.
:apuntando_hacia_la_derecha:
Start planning smarter today with our web app.
#SmartPlanning #IntegrationSimplified #WebAppNews

WebImprovementAll Plans
a year ago

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.


iOSAndroidWebNew FeatureProfessionalPerformance
a year ago

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

WebImprovementStarterProfessionalPerformance
a year ago

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!


WebNew FeatureAll Plans
2 years ago

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!

Know more

iOSAndroidWebNew FeatureAll Plans
2 years ago

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!

WebNew FeatureAll Plans
3 years ago

📅 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