Name: ForceManager Mobile CRM
Rating: 9 (2 reviews)
Author: ForceManager

Help Desk

Web and Video Conferencing

Customer Support

Product Lifecycle Management (PLM)

Development

Classroom Management

Learning Management

Education

AI Document Creation

Business Intelligence (BI)

Collaboration

Enterprise Search

Meeting Management

PDF Editors

Payment Facilitation

Supply Chain Management

Workspace Planning

Enterprise

Accounting

Accounts Payable

Blockchain Payments

Cryptocurrency Wallets

Digital Banking

Financial Planning and Analysis (FP&A)

Treasury Management

Finance and Accounting

Applicant Tracking

Benefits Administration

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Vendor Management Systems (VMS)

Workforce Analytics

Workforce Management

Human Resources

Block Storage

Change Management

Cloud Storage

Configuration Management

Data Masking

Deception Technology

Disk Cloning

Endpoint Security

Firewall

Fraud Detection

Integration Platform as a Service (iPaaS)

Internet Security

Log Management

Network Performance Monitoring

Network Security

Operating Systems

SQL Server Performance Monitoring

SaaS Backup

Secure Access Control

Storage as a Service (STaaS)

Wireless LAN

Zero Trust Security Solutions

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Channel Management

Content Management

Digital Content Creation

Email Marketing

Marketing Automation

Native Advertising

Social Media Management

Social Media Monitoring

Survey & Forms Building

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales Enablement

Social Commerce

Sales

Construction Management

Direct Secure Messaging

Equipment Rental

Investment Portfolio Management

Vertical-Specific

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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.

ForceManager is a mobile-based customer relationship management (CRM) software that serves to drive sales management through analytics.

Zoho CRM is a simple, very low-cost CRM option for the smaller end of the SMB segment. 

The product has several useful integrations with other products, including QuickBooks, and Google Apps and Google Docs.

The product also has an integrated project management module.

Standard

Professional

Ultimate

Plus

Lead Gen & CRM

Lite

Premium

Constant Contact Lead Gen & CRM

ForceManager Mobile CRM

CRM software centralizes customer data to support every stage of the customer journey—from outreach to retention. These platforms help sales, marketing, and support teams manage contacts, automate workflows, and track interactions. Advanced CRMs include pipeline management, marketing automation, and analytics. Compare top CRM tools based on user reviews, features, and fit for your business needs.

ForceManager

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

Security

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

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ForceManager Mobile CRM

Overview

What is ForceManager Mobile CRM?