Features

Accounts & Contacts

Features

Accounts & Contacts

Manage your customer, prospect, vendor, affiliate, wholesaler, distributor, competitor, partner, and contact relationships with professional Account & Contact Management

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Account Management Relationships

Relationships

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

  1. View your account lists in custom format using filtered logic.
  2. Manage all communication with your account's easily with included timeline management.
  3. Upload all account documents to the activity timeline, making the files and documents your team needs are always available.

Geo-Location

Use the Snapforce mapping tool to manage your accounts using a geographic display.

  1. All accounts with valid addresses are automatically pinned to an area map!
  2. Spot regional trends quickly with Snapforce mapping.
  3. Google Maps directions also available from within the account record.

CRM Geo-Location
Associating Contacts to Accounts
Associations

Manage your contacts and accounts effectively by associating them with other module records.

  1. Associate your account's cases, assets, opportunities, projects, files, orders and more.
  2. Associate your account's activity; notes, calls, emails, events, text messages, and files.
  3. Save time by communicating with your account's right from within their record.

Functionality

Other Features

Sales Force Automation Feature

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
Customer Service Feature

Customer Service

Don't lose another customer from service requests that slip through the cracks with our suite of custom support tools.

  • Case & Ticket Management
  • Solutions
  • Knowledge Base
  • Service Reports
  • Client Portal
Marketing Automation Feature

Marketing Automation

Keep your company growing with our tight-knit marketing automation feature set.

  • Drip Campaigns
  • Marketing Campaigns
  • Campaign to Opportunity
  • Mass Email
  • Auto-Responders
  • Email Templates
  • Email Delivery Tracking
Analytics Feature

Analytics

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
Inventory Management Feature

Inventory Management

Keep your products and inventory organized and in sync with quickbooks.

  • Product Management
  • Price Books
  • Sales Quotes
  • Sales Orders
  • Invoices
  • Quickbooks Sync
Document Management Feature

Document Management

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
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