Features

Web Forms

Features

Web Forms

Pre-build web forms to capture website visitor information that can be imported directly into your leads module.

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CRM Web Forms
CRM Web to Lead Forms

Web Forms

Create web forms for your website that will map into any of the Snapforce modules.

Web to Account Forms, Web to Contact Forms, Web to Lead Forms, Web to Case Forms, Web to Opportunity Forms.

Auto Responder

Set up autoresponders to send e-mail messages to visitors that fill out web forms.

Follow up with leads generated through web forms to respond to special questions/requests

Create rules based on specific fields that are submitted via the webforms, for example when someone selects "NJ" from the state field of your webform it can trigger the "NJ" auto response email.

Web Form Auto Responders
Custom Auto Response Templates

Custom Auto Response Templates

Create custom templates that can be used when sending auto-response e-mails.

Create conditional templates that are triggered along with the appropriate e-mail messages when visitors complete web forms.

Create numerous conditions that when satisfied, will send out auto-response e-mails using the corresponding templates.

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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