Accounts & Contacts
Manage your customer, prospect, vendor, affiliate, wholesaler, distributor, competitor, partner, and contact relationships with professional Account & Contact ManagementGet Started Schedule Demo
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.
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.
Manage your contacts and accounts effectively by associating them 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.
Sales Force Automation
Keep your sales team focused and moving through the sales cycle with our built-in sales automation feature set.
- Leads, Contacts, Accounts, Opportunities
- Automatic Call Logging
- 2-way Mail Sync
- Calendar Sync
- Custom Workflows
Don't lose another customer from service requests that slip through the cracks with our suite of custom support tools.
- Case & Ticket Management
- Knowledge Base
- Service Reports
- Client Portal
Keep your company growing with our tight-knit marketing automation feature set.
- Drip Campaigns
- Marketing Campaigns
- Campaign to Opportunity
- Mass Email
- Email Templates
- Email Delivery Tracking
Understand your data and the progress of your team with our reports and analytics tools.
- Standard & Custom Reports
- Recurring Reports
- Share Reports
- Export Reports
- Copy and Paste Reports
- Grouped Reports
Keep your products and inventory organized and in sync with quickbooks.
- Product Management
- Price Books
- Sales Quotes
- Sales Orders
- Quickbooks Sync
Centralize your company documents and files, organize and link them to individual customers or leads.
- Multiple File Uploader
- Attach Documents
- E-mail Unlimitted Attachments
- File Versions