Features

Inventory Management

Features

Inventory Management

Keep track of every aspect of your sales cycle from beginning to end by building price books and creating quotes, sales orders, and invoices.

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Inventory Management
CRM Products

Products

Products can be added into Snapforce as individual items or packages of items.

Add products with details, such as manufacturer, price, sales start and end dates, etc.

Add product line items to invoices, quotes, opps, sales orders.

Mass import products into Snapforce from a single CSV file.

Price Books

Create custom lists of products with custom prices. Each customer or set of customers can have their own separate price books.

Manually create pricebooks, or import pricebooks from external sources.

Create custom discount information that can be added to the pricing model and calculated in total costs.

CRM Price Books
CRM Price Quotes

Price Quotes

Decrease time spent on quoting by generating printable sales quotes.

Build sales quotes manually or generate them from existing opportunities.

Print and export sales quote records that can be attached to e-mail and sent from within Snapforce.

Sales Orders

Draft and customize documents with product detauks and pricing information to provide for customers prior to the delivery or goods or services.

Customize Sales Order fields based on information you want displayed to the customer or internal team.

Add, remove, or edit product line items within a sales order at any time.

CRM Sales Orders
CRM Invoices

Invoices

Begin the payment process by creating invoices that can be exported and issues to the customer, along with the goods and services.

Customize invoices, with the ability to edit line items and fields included, and attach personal signatures.

Create an invoice manually or generate one from a quote.

Track payment activity by linking invoices to payment records.

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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