ForceManager

ForceManager, rebranded as Sage Sales Management, is a cloud-based CRM designed for sales teams on the move. It emphasizes a mobile-first experience with offline logging of visits, calls, emails, and calendars, and provides real-time dashboards and AI-driven insights. The platform offers integrated add-ons and ERP connections to streamline end-to-end sales workflows from prospecting to orders.

• Mobile CRM: The best mobile sales experience. Log everything automatically; offline access; geolocated visits; video calls; calendars and emails integrated.
• Cloud CRM: Leads, customers, opportunities; collaborate with your team; visualize pipeline; offline availability.
• Sage Copilot: AI for sales with deal analysis, actionable insights through interactive charts, and email-derived negotiation points.
• Sales accelerator: Set and share activity and sales objectives with your team.
• Sales analytics: Dashboards and widgets to monitor progress and drive strategy.
• Marketing & Add-ons: Quotes & Orders, GoalManager, NewsManager, SignatureManager, Sales Campaigns, Smart Voice Report, Custom Assistant.
• Integrations: ERP connections (Sage 50, SAP Business One), Microsoft 365, Microsoft Teams, video calls; calendar/email; SSO and Outlook integration.
• Security & Compliance: ISO 27001 certification and enterprise-grade security.
• Mobility & interoperability: iOS/Android native app, offline route planning, geolocation in accounts/opportunities, calendar and email integration.

• Easy adoption: A user-friendly CRM designed for quick learning and widespread rep adoption (used by 1,600+ customers).
• Field sales optimized: Mobile-first with geolocated activity logging, offline access, and integrated communications (calls, visits, video calls).
• AI-powered insights: Sage Copilot analyzes deals and surfaces actionable guidance to accelerate sales.
• End-to-end sales enablement: Prebuilt add-ons, quotes/orders, campaigns, and goal tracking to boost performance.
• Security and reliability: ISO 27001 certification and strong data security measures, plus SSO and ERP integrations.
• Flexible, scalable architecture: Multiple plans and add-ons to fit small teams up to large sales organizations.

• Four editions: Essential, Starter, Professional, and Performance.
• Pricing is per user per month, in multiple currencies; a free trial is available for 15 days.
• Essential: core CRM features suitable for small teams (up to a few users) with baseline activity tracking and integrations.
• Starter: expanded collaboration features, basic API access, and more extensive CRM capabilities.
• Professional: ERP integrations, multi-currency support, hierarchical views, and additional data import options.
• Performance: full customization, multiple pipelines, advanced analytics, and inclusion of add-ons (Quotes & Orders, Sales Campaigns, Custom Business Assistant, Smart Voice Report, SignatureManager).
• Add-ons are available and/or included depending on the plan tier.