Start free
CRM & sales

Forcemanager

Keep ForceManager records current while your agent is on the phone.

Connect ForceManager and your agent can work inside your CRM during a live call. It can look up a company or contact, check an activity, and log a follow-up without your team switching screens. Your sales reps see updated records as soon as the call ends. Connect your ForceManager account once from the AgentCalls dashboard using your own credentials, and your agent starts working with your existing customer data.

Start freeSee pricing

What your agent can do with Forcemanager

  • Look up a company or contact by ID while the caller is on the line
  • Fetch an existing activity to confirm a visit, call or meeting
  • Remove outdated companies, contacts or activities when a customer asks
  • Clean up sales orders and order lines when a quote is cancelled
  • Keep your CRM accurate without anyone typing notes after the call

Forcemanager exposes 20 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Caller asks about a scheduled visit

  1. Caller

    Hi, this is Dana Whitfield from Northgate Dental. Can you confirm my visit with Sam Ortiz next Tuesday?

  2. Agent

    Of course, Dana. I can see your activity in ForceManager. Sam Ortiz has you booked for Tuesday at 10:30 AM, follow-up on the Q3 supply order.

  3. Caller

    Perfect. Can you move it to 2 PM instead?

  4. Agent

    Done. I have updated the time and sent the change to Sam's calendar. You will get a confirmation by email.

Customer asks to close an old account

  1. Caller

    This is Marcus Bell at Harbor Logistics. We no longer work with your company, so please remove our records.

  2. Agent

    I understand, Marcus. I can look up Harbor Logistics in ForceManager and confirm the company record before I remove it. Can you give me the company name as it appears on your account?

  3. Caller

    Harbor Logistics Ltd.

  4. Agent

    Thank you. I have found the record and deleted the company. Your contacts and activities are no longer linked to our system.

Outbound follow-up on a quote

  1. Agent

    Hello, this is calling from Brightline Interiors on behalf of Priya Nair. Is this a good time to talk about the kitchen quote?

  2. Caller

    Yes, go ahead. I was waiting to hear back.

  3. Agent

    Thanks for holding. Your quote is in ForceManager for 4,850 dollars including installation. Would you like to confirm the order today?

  4. Caller

    Yes, let's go ahead with it.

  5. Agent

    Great. I have logged your confirmation and the sales order is now marked as approved. The team will email your installation date shortly.

How to connect Forcemanager

  1. 1

    Create your agent

    Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.

  2. 2

    Connect Forcemanager

    From Integrations in the dashboard, choose Forcemanager and enter the connection details from your Forcemanager account settings.

  3. 3

    Choose the actions

    In the agent editor, enable the Forcemanager actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

Related integrations

HubSpotVerifiedCRM & salesHubSpot is an inbound marketing, sales, and customer service platform integrating CRM, email automation, and analytics…ZohoVerifiedCRM & salesZoho is a suite of cloud applications including CRM, email marketing, and collaboration tools, enabling businesses to…People Data LabsCRM & salesPeopleDataLabs provides B2B data enrichment and identity resolution, empowering organizations to build enriched user…SalesforceCRM & salesSalesforce is a leading CRM platform integrating sales, service, marketing, and analytics to build customer…ApolloCRM & salesApollo provides CRM and lead generation capabilities, helping businesses discover contacts, manage outreach, and track…AttioCRM & salesAttio is a fully customizable workspace for your team's relationships and workflows.

All CRM & sales integrations

Questions, answered.

Does the agent work with ForceManager during the call or after it?

Both. During a call your agent can look up companies, contacts and activities, and make changes such as updating a visit or removing a record. Changes are saved to ForceManager straight away, so your team sees them without waiting for a sync.

What do I need to connect ForceManager?

You need an active ForceManager account. Enter your own ForceManager credentials in the settings of your AgentCalls dashboard. Your agent then uses that access to work with your data.

Which AgentCalls plan includes the ForceManager integration?

Integrations, including ForceManager, are included from the Growth plan. You can view plan details and upgrade from your AgentCalls dashboard.

Page drafted from the tool's public description and reviewed automatically for accuracy of claims

Put your agent to work with Forcemanager.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.

Start freeSee pricing