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Dana AI Business Card Scanner: Turn Your Business Cards into CRM Contacts

Harness the power of Artificial Intelligence to turn your business cards into valuable digital contacts in seconds.

3 min read

Introducing Dana AI Chat: Start the Conversation and Accelerate Your Sales

Imagine always having a sales analyst with you, ready to provide key business information. Stop imagining: We introduce you to Dana AI Chat.

4 min read

Timeline Conversations: Connect with Your Sales Team at the Speed of Light 

We are proud to introduce Timeline Conversations, a game-changing feature that keeps your team aligned and laser-focused on their objectives.

4 min read

We wave goodbye to the year in which we have filled the streets together again

In our last article of the year, we have an important message for sales teams. And a number: 4,070,340.

2 min read

Gartner’s Capterra awards ForceManager as the CRM Best Ease of Use of 2022 

2 min read

Discover ForceManager’s new website, inspired by you 

Welcome to our new look and feel! We’re thrilled to announce the launch of a fresh and innovative website that showcases our sales CRM.

6 min read

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ForceManager’s improvements for iOS 15

2 min read


HRBenefits is one of the most reputable independent employee benefits consulting firms across the United States.

1 min read

Packard Wheeler Succession

The ForceManager 5500 mobile app is Uber for retirement plan prospecting.

1 min read

MilleniuM Investment & Retirement Advisors

MilleniuM Investment & Retirement Advisors (MIRA) is a Registered Investment Advisory firm catering to qualified plans around the United States.

2 min read

How to notify new ForceManager opportunities in Slack

In this guide, we will see an easy example in which we connect ForceManager with Slack.

6 min read

How to export ForceManager accounts in a Google Sheets

Via Google Sheets and Zapier you can easily setup a process that will allow you to fill a spreadsheet when a new account is added to ForceManager.

6 min read

How to convert Leads collected via HubSpot Form in ForceManager accounts

Via HubSpot and Zapier you can easily create your form and stick it to ForceManager, to skip the process of inserting manually those leads into the CRM.

9 min read

How to use ForceManager 5500 and LinkedIn to reach plan sponsors directly

When it comes to tracking leads and opportunities, we’ve noticed a trend among the advisors we serve.

3 min read

Five ways ForceManager 5500 helps TPAs grow their business

There’s never been an easy solution for TPAs to track leads, manage their prospecting activity and streamline the sales process. Until now.

3 min read

How 401(k) advisors can use ForceManager 5500 to streamline their sales and marketing

How are you currently tracking retirement plan leads and opportunities?

4 min read