ForceManager is a cloud-based customer relationship management platform focused on supporting sales teams, particularly those operating in the field. The system is designed to structure sales activities, manage customer and opportunity data, and provide visibility into pipeline progression. ForceManager emphasizes usability, mobile access, and process guidance, allowing sales representatives to plan visits, record interactions, and follow defined sales methodologies. At the management level, it provides forecasting, performance monitoring, and activity insights to support decision-making and sales execution consistency.

Key Features

Mobile-First CRM

Designed for active sales teams working outside the office.

• Native mobile application
• Offline data access and synchronization

Customer and Account Management

Centralizes customer-related information.

• Account, contact, and interaction records
• Full history of visits, calls, and activities

Opportunity and Pipeline Management

Structures deal tracking and progression.

• Configurable sales stages
• Visibility into deal status and probability

Sales Activity Planning

Supports structured daily and weekly planning.

• Visit and route planning
• Task and activity scheduling

Guided Sales Processes

Aligns sales execution with defined methodologies.

• Step-by-step sales workflows
• Consistent execution across teams

Forecasting and Performance Tracking

Provides management visibility into sales results.

• Sales forecasts based on pipeline data
• Individual and team performance metrics

Reporting and Dashboards

Delivers insights into sales execution and outcomes.

• Activity-based reporting
• Customizable dashboards for managers

Benefits

Improved Sales Execution

Helps sales teams follow structured processes.

• Reduced reliance on memory or manual notes
• More consistent customer interactions

Higher Field Productivity

Optimizes time spent with customers.

• Better visit planning
• Reduced administrative overhead

Accurate Sales Forecasting

Improves predictability of revenue.

• Real-time pipeline visibility
• Data-driven forecasting models

Managerial Control and Visibility

Enables proactive sales management.

• Insight into activities and results
• Early identification of risks and gaps