About Snapforce

Snapforce is an integrated CRM, telephony and call center solution with built-in reporting, case management and emailing. The CRM app offers both account and opportunity management, which include a communication timeline, document and file attachments, and a geographical mapping tool. The opportunity tracking feature lets you create, send and manage price quotes, and convert won deals into orders.

Along with the CRM capabilities, Snapforce offers call center and telephony features integrated with the CRM. You can use the app to set up a phone system which lets you listen and record conversations with callers. You can also set up unlimited conference calls with up to 25 participants in each call. The voicemail system lets your clients leave messages and Snapforce stores these in user mailboxes that hold up to 500 voicemails.

The call center features within Snapforce include automatic call distribution (ACD) for call routing, and interactive voice response (IVR) for calls screening and transfer. This module also includes custom dashboards and reporting to track and measure all call center and agent performance. In addition to this, Snapforce includes a client portal add-on that lets you resolve support cases directly from within the app. There is also a built-in email client, calendar and document manager.

Key benefits of Snapforce

  • Account Management: See a list of all your business accounts and interactions and customise these using logical filtering. Use the visual map functionality to see where your contacts are located.

  • Custom dashboards: Track performance and forecast sales with pipeline reports, important metrics, and a sales leader board.

  • Event Management & scheduling: Create events directly from individual records, integrate your Snapforce calendar with your other calendars, and send invites and reminders.

  • Call center features: Snapforce includes automatic call distribution (ACD), interactive voice response (IVR), call screening, and call transfer.

  • Call center dashboards: Track agent performance and spot trends with custom dashboards and reports, and pre-built reports such as call volume reports.

  • Telephony: Snapforce offers a voicemail system that lets you hold up to 500 voicemails in your CRM. You can also use the CRM for unlimited conference calls.

  • Case management: The CRM includes a client portal that can be customised to match your brand. You can resolve support cases using comments and auto-responders.

  • Devices

    Business size

    S M L

    Markets

    Canada, United States

    Supported Languages

    English

    Images

    Account management feature in Snapforce
    Managing cases in Snapforce
    Opportunity management in Snapforce
    Snapforce call centre and sales dashboards
    Snapforce email client
    Snapforce email client
    Creating a case in Snapforce
    Pipeline report in Snapforce
    View 9 more
    Snapforce screenshot: Account management feature in Snapforce Snapforce screenshot: Managing cases in Snapforce Snapforce screenshot: Opportunity management in Snapforce Snapforce screenshot: Snapforce call centre and sales dashboards Snapforce screenshot: Snapforce email client Snapforce screenshot: Snapforce email client Snapforce screenshot: Creating a case in Snapforce Snapforce screenshot: Pipeline report in Snapforce

    Features

    Total features of Snapforce: 84

    • API
    • Accounting
    • Activity Dashboard
    • Activity Tracking
    • Alerts / Escalation
    • Approval Process Control
    • Asset Management
    • Auto-Responders
    • Automatic Call Distribution
    • Billing & Invoicing
    • Blended Call Center
    • CRM
    • Calendar Management
    • Calendar/Reminder System
    • Call Logging
    • Call Monitoring
    • Call Recording
    • Call Reporting
    • Call Scripting
    • Call Transfer
    • Campaign Management
    • Case Management
    • Client Portal
    • Commenting / Notes
    • Computer Telephony Integration
    • Contact Database
    • Contact Management
    • Customer Service Analytics
    • Customizable Branding
    • Customizable Fields
    • Customizable Reports
    • Dashboard Creation
    • Data Import/Export
    • Document Management
    • Document Storage
    • Electronic Payments
    • Electronic Signature
    • Email Management
    • Email Marketing
    • Employee Management
    • Event Scheduling
    • Financial Management
    • Forecasting
    • IVR / Voice Recognition
    • Inbound Call Center
    • Interaction Tracking
    • Interaction Tracking
    • Internal Chat Integration
    • Inventory Management
    • Knowledge Base Management
    • Lead Distribution
    • Lead Management
    • Lead Qualification
    • Manual Dialer
    • Marketing Automation
    • Multi-Channel Marketing
    • Opportunity Management
    • Outbound Call Center
    • Pipeline Management
    • Pipeline Reports
    • Point of Sale (POS)
    • Product Catalog
    • Purchasing & Receiving
    • Queue Management
    • Quotes/Estimates
    • Real-Time Chat
    • Referral Tracking
    • Role-Based Permissions
    • Sales Forecasting
    • Sales Pipeline Management
    • Segmentation
    • Self Service Portal
    • Social Media Integration
    • Support Ticket Management
    • Support Ticket Tracking
    • Task Management
    • Team Calendars
    • Territory Management
    • Text to Speech
    • Time & Expense Tracking
    • Training Management
    • Vendor Management
    • Voice Mail
    • Workflow Management

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    Reviews

    Overall rating

    4 /5
    (19)
    Value for Money
    4,1/5
    Features
    3,9/5
    Ease of Use
    4,3/5
    Customer Support
    4,1/5

    Already have Snapforce?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Write a Review!
    Showing 5 reviews of 19
    Phil N.
    Overall rating
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Helps me to run my business

    Reviewed on 2016/12/04

    I manage relationships with hundreds of regional restaurant customers, as well as managing my 14...

    I manage relationships with hundreds of regional restaurant customers, as well as managing my 14 delivery drivers - I don't know how I would do that without Snapforce. It is usually the first thing I do when unlocking my phone every morning. Really is apart of our organization.

    Pros

    Not restrictive, customizable regardless of your industry.

    Cons

    After almost 2 years, there is nothing I am unhappy with.

    Jean S.
    Overall rating
    • Industry: Internet
    • Company size: 51-200 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 9.0 /10

    Very pleased with Snapforce

    Reviewed on 2020/12/06

    Pleasant experience, the support team is helpful and responsive.

    Pleasant experience, the support team is helpful and responsive.

    Pros

    Easy to get off the ground, took us only a few hours to get everything setup the way we needed it. The intricacies of our phone system took a little longer but worth it. Support team was very helpful and a pleasure to work with.

    Cons

    We wanted an easy way to white label the domain name of the system, but wasn't able to do it without changing something on our dns. Not a big deal but a little tricky to do.

    Timothy T.
    Overall rating
    • Industry: Law Practice
    • Company size: 2-10 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    good product, good value

    Reviewed on 2021/03/17

    The drip marketing is the big thing.

    The drip marketing is the big thing.

    Pros

    Ease of use, being able to look up people by phone or email is also helpful.

    Cons

    When I have several entries for a client, I have to click on each one to see what's there. It would be nice to have once screen I could scroll through to see all notes without clicking each entry.

    Paul C.
    Overall rating
    • Industry: Machinery
    • Company size: 11-50 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 0.0 /10

    Horrible CRM!!!!!!!!!!!!!!

    Reviewed on 2020/06/11

    Horrible experience. Not all the data was transferred, basic functions don't work, be careful not...

    Horrible experience. Not all the data was transferred, basic functions don't work, be careful not to choose this CRM for your company

    Pros

    Nothing is good. I have nothing absolutely positive to say about this CRM

    Cons

    Tasks don't work, sorting contacts doesn't work, saving tasks doesn't work, emails don't show up on timeline, very, very not user friendly.

    Rafael U.
    Overall rating
    • Industry: Consumer Services
    • Company size: 11-50 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 7.0 /10

    SnapForce Review

    Reviewed on 2021/02/22

    For tracking basic leads and the stages of the leads from the moment they come in to the moment we...

    For tracking basic leads and the stages of the leads from the moment they come in to the moment we either close them or move them to unqualified, SnapForce serves its purpose.

    Pros

    Easy to use for my sales team, lead tracking and monitoring through stages from Cold to Hot Lead is super easy.

    Cons

    I thought it would have more features, but again, for what we needed, we were able to optimize it to work properly. Its really inexpensive and you are able to get a ton out of it. Its just not one of the most sophisticated software's out there, but its definitely the most affordable.

    Showing 5 reviews of 19 Read all reviews

    Snapforce FAQs

    Below are some frequently asked questions for Snapforce.

    Snapforce offers the following pricing plans:

    • Starting from: US$25,00/month
    • Pricing model: Subscription
    • Free Trial: Available

    PROFESSIONAL 3 user minimum $25/user/month ENTERPRISE $45/user/month ULTIMATE $60/user/month

    We do not have any information about Snapforce features

    Snapforce has the following typical customers:

    Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

    Snapforce supports the following languages:

    English

    Snapforce supports the following devices:

    Android (Mobile), iPhone (Mobile), iPad (Mobile)

    Snapforce integrates with the following applications:

    Authorize.Net, Constant Contact, Facebook, Gmail, Mailchimp, Microsoft Outlook, PayPal, QuickBooks Online Advanced, Twitter, ZenDesk Chat

    Snapforce offers the following support options:

    Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat

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