Snapforce CRM Features

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Features

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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
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Customer Management

Easy to use customer management features to quickly search and help your clients, eliminating frustration waiting for page loads and long searches.

  • Customer management
  • Manage organizations and persons
  • Calls and email auto logged
  • Automate customer messages
  • Customer reports
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Marketing Automation

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

  • Drip Campaigns
  • Marketing Campaigns
  • Campaign to Opportunity
  • Email Templates
  • Email Delivery Tracking
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Reports & Analytics

Understand your data and the progress of your team with our reports and analytics tools.

  • Custom Reports
  • Unlimmited Dashboards
  • Share Dashboards
  • Leaderboards
  • Statistical Widgets
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Product Management

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

  • Product Management
  • Price Books
  • Sales Quotes
  • Sales Orders
  • Invoices
  • Quickbooks Sync
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Activity Management

Activity based selling and customer management, schedule to-do's, calls, events, tasks effortlessly.

  • Scheduling
  • Schedule From Pipeline
  • Send Ical Invitations
  • Sync Calendar
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Document Management

Manage documents and attachments, upload attachments to individual deals, persons, and organizations.

  • Drag and drop uploader
  • Upload multiple files at once
  • Share uploaded documents
  • Sync documents with google drive
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Web Forms

Build forms for your website that automatically capture into Snapforce. This is an easy way to eliminate extra work such as building an integration with the CRM.

  • Web Form Builder
  • Raw HTML Provided
  • Style Your Forms With CSS
  • Success Redirects
  • Auto Response Emails
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Integrations

Use the many third party integrations pre-built with Snapforce for easy plug and play.

  • Live Chat Integrations
  • Telephony Integrations
  • Accounting System Integrations
  • MLS Integrations
  • Credit Card Processing Integrations
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Product Customization

Customize your Snapforce system to meet the needs of your business.

  • Custom Fields
  • Custom Page Layouts
  • Custom Pipelines
  • Custom Reports & Dashboards
  • Custom Workflows
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Lead Management

Track and organize leads easily. Seamless integration with your website and to your lead vendors so new leads automatically route into Snapforce.

  • Assign Leads Manually
  • Assign Leads Automatically
  • Create Custom Views
  • Web-to-Lead Forms
  • Import/Export Leads
  • Round Robin Leads
  • Call Leads Without Dialing
  • Automatic Call Logging
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Workflow Automation

Automate the tedious tasks and processes. Trigger automated emails, sms messages, phone calls, tasks and more.

  • Automate emails
  • Automate sms messages
  • Automate new records
  • Automate edits
  • Automate deletes
  • Automate assignments


Snapforce Ipad

Empower your sales team

Snapforce is engineered to:
  • Help close more sales
  • Automate redundant work
  • Store your customers and contacts
  • Automate sales outreach
  • Streamline customer communication