Snapforce

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.