Snapforce CRM Features

Primary Modules

Accounts & Contacts

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

Leads

Assign your sales team their own lead lists, and give them the chance to succeed with intuitive lead tracking.

Opportunities

Manage the progress of your deals with advanced pipeline management & forecasting tools.

Price Quotes

Create professional price quotes quickly and efficiently. Two clicks quick!

Sales Orders

Continue on in the workflow by converting accepted price quote's into professional Sales Orders.

Invoices

Collect funds from your outstanding sales orders or price quotes by invoicing your client for those goods/services.

Payments

Securely store customer payment methods. Process payments directly within your crm software.

Products

Manage your products and services, link them to price quotes, sales orders, and invoices.

Assets

Manage your organization's assets, as well as it's history.

Cases / Tickets

Never lose sight of customer issues with strong support ticketing.

Solutions

Provide a knowledge base to your support staff, enabling instant access to answer any case or ticket they encounter.

Client Portal

Assign your client's a username and password they can use to login and view their account information, order/invoice history & ask for support.

Reports

Analyze the performance of your team and business with powerful reporting. Includes more than 100 pre-built reports.

Dashboards

To understand your data and custom reports, we've built custom dashboards to visually see your data in easy to understand ways.

Calendar & Events

Never miss a meeting with powerful Event Management, calendar integrations with Outlook and Google included.

Activities

Track all communication with your clients with automatic activity tracking. Activities consist of calls, emails, tasks, events, and files.

Telephony

Virtual PBX phone system comes pre-packaged in your software.

Documents

Eliminate redundant applications, use snapforce for files & document management.

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Sales Automation

  • Leads
  • Contacts
  • Accounts
  • Opportunities
  • Tasks, events, calls, notes, emails
  • Outlook and Google Calendar Sync
  • Custom Lists
  • Sales Forecasting
  • Email Sync
  • Sales Funnels
  • Custom Workflows
  • Sales Leader Boards
  • Electronic Signature

Customer Support

  • Email Templates
  • Marketing Campaigns
  • Mass Email
  • Email opt-out
  • Auto-Responders
  • Drip Campaigns
  • Rule Based Campaigns
  • Email Delivery Tracking

Inventory Management

  • Products
  • Price Books
  • Sales Quotes
  • Sales Orders
  • Invoices
  • Vendors

Document Management

  • Folder Sharing
  • Multiple File Uploader
  • Attach Documents
  • Email Attachments
  • File Versions

Marketing Automation

  • Email Templates
  • Marketing Campaigns
  • Mass Email
  • Email opt-out
  • Auto-Responders
  • Drip Campaigns
  • Rule Based Campaigns
  • Email Delivery Tracking

Web Forms

  • Web to Lead Forms
  • Web to Contact Forms
  • Web to Case Forms
  • Web to Account Forms
  • Auto Responder
  • Custom Auto Response Templates
  • Assignment Rules

Data Administration

  • Data Backup Tool
  • Automatic Backups
  • Import Data
  • Automatic Data Linking
  • Export Data By Module
  • Duplicate Prevention
  • Import History
  • Data Export Permission

Security Administration

  • Snapforce Firewall
  • Data Sharing Rules
  • Territory Management
  • Session Idle Time
  • User Specific Permissions
  • User Level Restrictions

Product Customization

  • Page Customization
  • Rename Modules
  • Custom Fields
  • Custom Links
  • Custom Buttons
  • Custom Modules
  • Page Layouts
  • Page Layout Rules
  • Unique Fields
  • Custom Views
  • Logo & Branding

Workflow Management

  • Workflow Rules
  • Workflow Alerts
  • Workflow Tasks
  • Assignment Rules
  • Approval Process
  • Case Escalation Rules
  • Add, Remove, Re-order Workflow

Integrations

  • Snapforce PBX Phone System
  • Authorize.net
  • Paypal
  • Outlook
  • Quickbooks
  • Elastic Email
  • Constant Contact
  • MailChimp
  • Zopim
  • LiveChatInc
  • RightSignature
  • Woocommerce
  • Cryptoguard
  • Twilio
  • Email: Gmail Integration
  • Email: Imap Integration
  • Email: Exchange Integration

Developers

  • API (Language Independent)
  • Insert Calls
  • Update Calls
  • Delete Calls
  • Example Code Libraries

Sales Performance

Snapforce makes sales management convenient but powerful. Within seconds you can run filtered reports to identify important sales metrics, revenue forecasts, and agent comparisons.


Forecasting by individual sales reps and management has never been easier.
  • Manage and track the contacts working the deal.
  • Create, send, and manage price quotes quickly.
  • Set expectations for individual agents.
  • Convert closed-won opportunities into orders with one click.

Account Management done right

At the touch of a button, view your business accounts in list format. You can customize all lists using logical filtering. Snapforce CRM includes map functionality to assist when dispatching, building routes, or just identifying regional trends!

Email synchronization

Snapforce has extended its email capabilities to include complete syncing, this means every inbound and outbound email is logged to the customer record. You will never need to search for a specific email thread again!

Telephony: Snapforce vs. Competition

In 2014 our engineers released our Snapforce PBX product, which was an enterprise phone system bundled into our CRM Software. Some competitors this year have integrated with Twilio in order to say they offer "Telephony", nothing could be further from the truth. Snapforce still to this day is the only CRM Software with a built-in PBX Phone System.