ForceManager Mobile CRM

ForceManager Mobile CRM is a CRM solution designed for sales teams on the move. According to the vendor, it provides a simple and secure app for iOS and Android devices, allowing sales reps to access key sales information anytime and anywhere. The product caters to companies of all sizes and is utilized by various professions and industries, including insurance brokers and intermediaries, insurance companies, sales teams in different industries, field sales professionals, and B2B sales teams.

Key Features

Mobile CRM: According to the vendor, the product offers a mobile CRM solution for sales teams on the move, with native applications for iOS and Android devices.

Activity Log: The product automatically logs sales activities, such as calls, emails, visits, video calls, and WhatsApp messages, providing real-time access to activity history and ensuring that all key information is recorded in seconds.

Visits and Check-ins: The product allows sales reps to report geolocalized visits and video calls in seconds, providing a check-in and check-out feature for sales visits and offering a comprehensive view of customer interactions and visits.

Accounts and Opportunities: According to the vendor, the product displays the exact location of accounts and opportunities on a map, enabling sales reps to visualize their customer portfolio and sales pipeline, prioritize accounts and opportunities based on location, and gain a comprehensive view of customer accounts and sales opportunities.

Calendar and Email: The product integrates with calendar and email systems, such as Outlook 365 and Exchange, synchronizing calendars and emails with ForceManager for easy access and management. Sales reps can view and manage their schedule within the app and access relevant customer emails and calendar events.

Voice Assistant: According to the vendor, the product offers voice-to-text functionality for taking notes and scheduling meetings. Sales reps can save time by dictating notes instead of typing them, and the product transcribes voice recordings into text, logging them in the CRM. This feature aims to help sales reps stay focused on their conversations during sales visits.

Products and Orders: The product allows sales reps to complete sales transactions with a touch of a button.

Documents: Sales reps can access PDFs, catalogs, video presentations, and other materials through the product.

Optimal Route: According to the vendor, the product synchronizes the calendar with ForceManager to plan the most efficient route for customer visits.

Sales Campaigns: The product helps sales teams plan and launch sales campaigns in seconds.