Snapforce brings CRM and phone communication together in one platform, built for small and mid-sized businesses. Its native telephony module simplifies call logging and boosts team productivity. It may not suit complex enterprise setups, but it’s a perfect match for businesses focused on scaling communication and workflow automation efficiently.
Snapforce Specifications
Contact Management
Lead Management
Opportunity Management
Sales Forecasting
What Is Snapforce?
Snapforce is an all-in-one customer relationship management (CRM) platform designed for small to medium-sized businesses aiming to unify their operations. It addresses key pain points by embedding a complete virtual phone system directly within the CRM, enabling teams to automate call logging and streamline client communication.
With powerful sales and marketing automation tools, businesses can enhance productivity by creating automated workflows and managing targeted campaigns, transforming the platform into a central hub for growth.
Snapforce Pricing
Disclaimer: The pricing is subject to change.
Snapforce Integrations
The software supports integration with multiple systems and platforms, such as:
- QuickBooks
- Authorize.net
- PayPal
- Gmail
- Outlook
- MailChimp software
Who Is Snapforce For?
Snapforce is ideal for a wide range of industries and sectors, including:
- Real estate
- Financial
- Property management
Is Snapforce Right For You?
Snapforce is the right choice for businesses that are heavily reliant on phone-based communication. Its standout feature is the natively integrated 'Telephony module,' which eliminates the need for third-party phone systems and ensures all call data is captured automatically and accurately. This deep integration provides unparalleled data integrity and workflow efficiency for sales and service teams.
Still doubtful if Snapforce is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
Snapforce Features
This feature set automates repetitive sales activities to improve team productivity and focus. It allows for comprehensive management of deals, activities, and pipelines, with custom views and forecasting tools to predict future sales growth based on current performance.
Users can create, personalize, and execute mass email campaigns with efficiency. The module includes tools for building email templates, managing drip campaigns for lead nurturing, setting up auto-responders, and tracking the delivery and engagement statistics for every campaign sent.
Snapforce provides a fully integrated virtual phone system. This feature allows for automatic call logging, call queues, distribution, and click-to-dial functionality directly from the CRM, transforming it into a professional call center hub.
The platform offers robust reporting tools to translate business data into actionable insights. Users can build unlimited custom reports with advanced filters and visualize metrics on customizable dashboards, enabling real-time monitoring of sales, marketing, and support performance across the organization.
This feature centralizes all customer, prospect, and partner information for easy access and management. It includes a comprehensive activity timeline for tracking communications, document management capabilities, and a geo-location tool that maps accounts for spotting regional trends.