Snapforce CRM Features

Primary Modules

Accounts & Contacts

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


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


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.


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


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


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


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

Cases / Tickets

Never lose sight of customer issues with strong support ticketing.


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.


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


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.


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


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


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

Want to try Snapforce risk free? Start here


  • 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.