Customer Support


Customer Support

Manage customer-reported issues and provide your support team with the tools they need to resolve the issues promptly.

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Customer Support
Knowledge Base

Knowledge Base

Using the Solutions module, create a knowledge base containing company guidelines, call scripts, step-by-step procedures, and more.

Create instructional guides using images and videos that can be added to the solutions module.

Separate solutions into line items that can be easily found by searching for keywords.

Edit and update solutions to be more helpful by allowing users to rank the efficiency of each solution.

Case Reports

Track open and closed cases using pre-configured Support reports and dashboards.

Monitor open cases in order of issue severity, date opened, assigned user, etc.

Get a visualization of the rate in which cases are being created and resolved with volume reports.

Build custom reports containing additional case information that can be added to the support dashboard.

Case Reports

Phone Support

Enable customers to contact users by phone by linking Snapforce to phone systems using the VoIP CRM module and softphone.

View call logs daily to track information including call date/time, call length, user, caller information, and more.

Generate call reports to assist with managing user performance.

Record incoming calls to monitor and evaluate phone support quality.


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


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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