The mobile CRM for field sales teams
Empower your sales team, to sell more.
Geolocated accounts and opportunities
Outside reps can easily manage their accounts and follow-up with prospects directly from their dashboard or mapping system.
Records visits in 30 seconds
Field reps can record sales calls, visits, and updates with a few swipes on their smartphones (Android and iOS).
Based on the analysis of thousands of data points in the CRM, reps receive notices on potential upsells, cross-sells, and unattended clients.
No coverage, no problem! Reps can access everything offline, with any recorded data updated as soon as an internet connection is reestablished.
Calendar, activities, and documents
The day’s upcoming tasks/visits as well as all the latest easily accessible from the app’s dashboard, including the fastest route between calls.
Accounts and contacts
A centralized management system that allows you to classify, arrange and organize your team’s accounts, contacts, and opportunities.
Pipeline Management and Forecasting
A live, 360° overview of your entire sales process. Who’s closing deals? When, where, and how it can be replicated.
Analyze your sales data with custom graphs, diagrams, and field rep ranking charts to identify weak areas that need your attention.
Custom sales reports
Select your daily, weekly, or monthly sales reports from our library collection or customize and create your own.
Adapt to your needs
ForceManager mobile CRM is extremely flexible and can be adapted to suit the specific needs, wants, and sales terminology of your team.
The millions of data points are analyzed, and then condensed, into a readable dashboard that gives reps a quick overview of their daily activities.
Recommendations and suggestions
Based on the analysis of thousands of data points in the CRM, reps receive recommendations of potential upsells, cross-sells, follow-up activities and unattended clients.
Field reps can communicate with our AI assistant, Dana, who will uncover insights about any account or query they may have.
Our AI-powered system developed in conjunction with both Apple and IBM, allows field reps to communicate via voice-to-text with the CRM.
ForceManager scans physical business cards, automatically extracting information and updating client and account fields within the mobile CRM tool.
Support your team through their sales journey with a state-of-the-art, AI-powered personal sales assistant that goes one step ahead of the needs of your team and helps them prepare upcoming meetings in a matter of seconds.