Enterprise account management software to track and build your business relationships.
- View your account lists in custom format using filtered logic.
- Manage all communication with your account's easily with included timeline management.
- Upload all account documents to the activity timeline, making the files and documents your team needs are always available.
Accounts & Contacts Near Me
Use the Snapforce mapping tool to manage your accounts using a geographic display.
- All accounts with valid addresses are automatically pinned to an area map!
- Spot regional trends quickly with Snapforce mapping.
- Google Maps directions also available from within the account record.
Account & Contact Associations
Manage your account effectively by associating it with other module records.
- Associate your account's cases, assets, opportunities, projects, files, orders and more.
- Associate your account's activity; notes, calls, emails, events, text messages, and files.
- Save time by communicating with your account's right from within their record.