Highlights : About Snapforce
Leads, contacts & accounts
Opportunity tracking
Case management
Client portal
Sales leader boards
Event calendar & scheduling
Document management module
Orders & invoices
Audio & video conferencing
Voicemail-to-email
Voicemail & mailbox folders
Automatic call distribution (ACD)
Interactive voice response (IVR)
Auto attendant scripts
Snapforce email client
Email templates
Email provider sync
Call center reports
Sales pipeline reports
Custom reports & dashboards
Product Details
Benefits
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 and 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.
Features
Audio and video conferencing
Automatic call distribution (ACD)
Case management
Custom reports and dashboards
Document management module
Email provider sync
Event calendar and scheduling
Leads, contacts, and accounts
Opportunity tracking
Orders and invoices
Sales pipeline reports
Snapforce email client
Voicemail and mailbox folders