Manage your customer, prospect, vendor, and partner relationships with professional Account Management

Accounts

Enterprise account management software to track and build your business relationships.

  1. View your account lists in custom format using filtered logic.
  2. Manage all communication with your account's easily with included timeline management.
  3. Upload all account documents right to their record so the files your team needs are always available.

Map Your Accounts

Use the Snapforce mapping tool to manage your accounts using a geographic display.

  1. All accounts with valid addresses are automatically pinned to an area map!
  2. Spot regional trends quickly with Snapforce mapping.
  3. Google Maps directions also available from within the account record.

Associations

Manage your account effectively by associating it with other module records.

  1. Associate your account's cases, assets, opportunities, projects, files, orders and more.
  2. Associate your account's activity; notes, calls, emails, events, text messages, and files.
  3. Save time by communicating with your account's right from within their record.