Step 1: Configure your crm
Edition
Starter (Core CRM)

Licenses
Total: $12.00


Includes core CRM package, e.g. Contacts & Accounts, Leads, Opportunities. Activity tracking included, store all notes, calls, tasks, calendar events, files, and email with Snapforce Starter.

Add a feature from a higher edition

Campaigns Module
Up to 1 million emails per month.
Add to system?
For how many users?
Total: $0.00 /month


Two-way Full Email Sync
Connect any email provider with Snapforce and begin to seamlessly synchronize your mailbox and CRM. All email will automatically find it's way (in real time) to the correct accounts, leads, or contacts that it's tied to. This also works the other way around, any email you send from within Snapforce will appear in your regular email box. You can use this feature to sync email from any mailbox e.g. Inbox, Sent, Drafts, etc.
Add to system?
For how many users?
Total: $0.00 /month


Order Management
Manage your quotes, orders, invoices, and billing process with Snapforce. With this add-on Sales Orders and Invoices are included, and do not need to be purchased separately.
Add to system?
For how many users?
Total: $0.00 /month


Cases Module
Includes case history, and optional client portal addon.
Add to system?
For how many users?
Total: $0.00 /month


Asset Management
Unlimited asset history tracking.
Add to system?
For how many users?
Total: $0.00 /month


Dedicated Server
Have your CRM provisioned on your own private dedicated server. For the client who requires advanced security, custom software, or local network access for 3rd party integrations. Processor: Intel Xeon E3-1230 v5 Quad-Core
Add to system?
For how many users?
Total: $0.00 /month


Territory Management
When your business is spread across regions and you have multiple office divisions, departments and numerous products/services, it is not an easy task to assign customer accounts to sales teams without proper planning. In some cases, it is equally complex to provide access only to selective accounts, for individuals from different teams to work together for a common sales objective.
Add to system?
For how many users?
Total: $0.00 /month