Features

Snapforce Mail

Features

Snapforce Mail

Snapforce Mail is a web mail client built-in to the CRM, built on top of the IMAP protocol allows seamless plug and play with any 3rd party email service provider. Help your team eliminate downtime by accessing their email right from within the CRM.

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CRM Mail
CRM Web Mail

Web Mail

Snapforce Mail eliminates downtime, juggling between applications compounds wasted time. No longer will your team need to leave the CRM to check e-mail.

Snapforce Mail comes with many of the features a normal e-mail client does, but Snapforce Mail has something more; Autonomous synchronization functionality. In a nutshell, this means that Snapforce Mail takes care of figuring out who sent what, and does the data entry work for you. Making Snapforce Mail the ideal e-mail client for businesses.

Two Way Mail Sync

Snapforce Mail includes two-way autonomous e-mail sync functionality

When enabled, Snapforce Mail will sync new e-mails with your the accounts, contacts, and leads which exist within your CRM. This process is performed automatically, in both the inbox and sent box of your e-mail account.

Snapforce scans your mailbox autonomously; whenever an e-mail arrives, the synchronization process begins. Unlike competitors who claim to offer similar features, Snapforce Mail runs in the background, and does not bog down your system's performance. For those users who prefer a level of control when it comes to their e-mail, you can disable two-way mail sync, and manually link e-mails to existing Accounts, Contacts, Leads, Opportunities, and Cases.

Two Way Mail Sync
Link E-mail to Customers, Leads, and Contacts

Link E-mail to Customers, Leads, Contacts

If you prefer not to use the automatic mail sync feature, you can still manually link your customer email's to their records with just a click.

Some customers prefer more control when syncing their email to the CRM, you can even link multiple records to a single email.

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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