ForceManager CRM
CRM software
Field sales software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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- Construction
- Manufacturing
- Transportation and logistics
What is ForceManager CRM
ForceManager CRM is a CRM and field sales management platform designed to help sales teams plan visits, manage accounts and opportunities, and capture activity data from the field. It targets organizations with outside/territory sales motions that need mobile-first workflows for daily execution and manager visibility. The product emphasizes route and visit planning, activity capture, and sales coaching/analytics features oriented to field performance rather than primarily inbound or marketing-led pipelines.
Mobile-first field execution
ForceManager CRM is built around day-to-day field workflows such as visit planning, logging meetings, and updating customer information from a mobile device. This focus can reduce reliance on later back-office data entry and improve activity capture for outside sales roles. For teams that spend most of their time on the road, the product’s design aligns more closely with field execution than general-purpose CRM interfaces.
Visit and territory planning
The platform supports planning and tracking customer visits, which helps standardize how reps cover territories and accounts. Managers can use visit data to review coverage and follow-up patterns across a team. This is particularly relevant for industries where in-person calls and route efficiency are central to performance.
Sales coaching and analytics
ForceManager CRM includes reporting and performance views intended for sales managers to monitor activity levels and outcomes. These tools can support coaching conversations by tying field activity to pipeline progress and results. Compared with CRMs optimized mainly for deal stages, the emphasis is more on execution metrics and rep behavior in the field.
Less suited for inbound-led sales
Organizations that rely heavily on marketing automation, inbound lead routing, and multi-channel sequences may find the product less aligned to their primary workflows. The core value centers on field activity and visit execution rather than end-to-end marketing-to-sales orchestration. Teams with primarily inside sales motions may not use many of the field-oriented capabilities.
Integration depth may vary
CRM deployments often depend on integrations with email/calendar, ERP, customer support, and BI tools, and the practical depth of these connections can differ by vendor and region. Buyers may need to validate available connectors, API capabilities, and any middleware requirements for their stack. This can affect implementation effort compared with more broadly adopted CRM ecosystems.
Potential learning and change management
Field sales platforms typically introduce structured processes for visit planning and activity logging, which can require behavior change from reps and managers. Adoption depends on configuring workflows, KPIs, and reporting to match the organization’s sales methodology. Teams should plan for onboarding and governance to keep data quality consistent.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Essential | Not publicly listed on official pricing page (annual billing; max 3 users) | Flat hierarchy; Relationship management; Opportunity pipeline; Calendar & tasks; Geolocated visits; Activity & calls tracking; Microsoft Teams & Zoom integration; Sage Copilot included; No add-ons available. |
| Starter | Not publicly listed on official pricing page (annual billing) | All Essential features plus Simple team hierarchy; Team activity tracking; Email & calendar sync; AI Voice Assistant; Business card scanner; Activity & sales analytics; Basic goal configuration; Basic API access; Purchasable add-ons available. |
| Professional | Not publicly listed on official pricing page (annual billing; minimum 5 users) | All Starter features plus ERP & custom integrations; Geolocated opportunities; Multi-currency; Custom multi-step & dynamic forms; CSV import; Product catalog; Office365/Google Workspace SSO; Includes GoalManager and NewsManager; Enquire about user-volume discounts. |
| Performance | Not publicly listed on official pricing page (annual billing; minimum 5 users) | All Professional features plus Custom widgets; Multiple opportunity pipelines; Custom validations; Active Directory integration; Custom branding; Includes Custom Business Assistant, Smart Voice Report, Quotes & Orders and Sales Campaigns; Enquire about user-volume discounts. |
Notes: Add-ons (Smart Voice Report, Custom Business Assistant, Quotes & Orders, GoalManager, Sales Campaigns, SignatureManager) are listed as "per user / month" on the official pricing page but specific per-addon prices are not published on the page. The pricing page indicates some resource-based add-on costs (e.g., additional contacts/companies/opportunities/storage) such as "X additional contacts for $10" but no base plan per-user price values are shown in the page source.
