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AI Agent Tool

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Forcemanager

Mobile-first CRM for field sales teams, acquired by Sage in late 2024 and rebranded as Sage Sales Management in February 2025.

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About Forcemanager

ForceManager is a Barcelona-founded (2011) mobile CRM and sales force automation platform designed specifically for field and remote sales teams. In October 2024, global business software company Sage acquired ForceManager, and on February 1, 2025, it was rebranded as Sage Sales Management. The rebrand is purely visual: all features, data, integrations, and support remain unchanged, and the platform continues to be available as a standalone product for both Sage and non-Sage customers. The platform combines geolocation tracking, activity management, and AI-powered analytics. Its AI layer, called Dana AI (now integrated under the Sage Copilot umbrella), provides email executive summaries, chronological conversation timelines, and draft email response generation directly inside the CRM. These features are also available via a ForceManager add-in for Microsoft Outlook. ForceManager targets small and mid-sized sales teams that work in the field or remotely. Key differentiators include offline access with geolocalized data, voice-command report generation for fast CRM data entry, and deep integrations with WhatsApp, Google Workspace, and Office 365. The platform claims over 1,000 pre-built customer integrations and connectivity with 4,000+ email, calendar, marketing, and support platforms via an open REST API and custom integration services, covering ERPs and both cloud and on-premise accounting software. Pricing is tiered by user count and feature set, starting at $14.50/user/month (Essentials, up to 3 users) and scaling to $42.50/user/month (Performance, minimum 5 users) with custom enterprise pricing available. The Performance tier adds sales orders, campaigns, and advanced analytics.

AI Agent Use Cases

- Mobile-first CRM with offline geolocation access for field sales reps

- Dana AI / Sage Copilot: email summaries, chronological conversation timelines, and draft response generation

- Voice-command report and CRM data entry

- Open REST API with 1,000+ pre-built integrations and 4,000+ platform connections

- WhatsApp, Google Workspace, Office 365, Gmail, and Outlook integration

- Sales performance analytics, quota allocation, and territory management

- ERP integration support (Professional plan and above)

- Acquired by Sage in Oct 2024; rebranded as Sage Sales Management Feb 2025

Available Actions

These are the specific actions that AI agents can perform with this tool

Inputs

name

Name of the business opportunity

accountId

Account associated with the business opportunity

branchId

Branch to whom the Opportunity has been assigned

statusId

Status of the Opportunity

salesProbability

Probability of sale, a number between 0 and 10

salesRepId

The User associated with the Opportunity

salesForeCastDate

Forecast sale date in ISO-8601 Format. Example: `2023-12-08T10:00:00+07:00`

currencyId

Currency related to the Opportunity amount

total

Total amount of the Opportunity

permissionLevel

Defines the visibility of the Opportunity. Set from 1 - 5 with 5 being the highest level of permission

Inputs

email

Email address to search for

firstName

First name to search for

lastName

Last name to search for

phone1

Phone number to search for