CRM Software Features

Learn more about our feature packed CRM software. Feature availability depends on the software you choose; however, we can always customize a software package for you so you can pick the features you would like to use.

See Software Pricing »

User Interface

We designed the user interface (UI) to make organizing your business easy as possible.

Some of the UI features include: hover over tool tips, drag and drop portlets, enhance charts, searchable data tables, easy menu navigation, real time notifications, drag and drop scheduler, live instant messaging, fixed header and sidebar, exportable data tables as PDF or image, printable data tables and popup date picker.

Integrated Technologies

We've integrated Facebook and Google's API into Snappylead to offer you real time analytics on your Facebook pages, Google Reviews and Website Analytics.

Good email deliverability is so important to running a successful business. If your customers aren't getting your emails, it can be a disaster. Paperless billing, email newsletters, appointment notifications and auto-responders all rely on good deliverability. We use tier 1 servers to deliver your emails fox maximum deliverability.

Account Manager

Our software will color code your leads based on how close they are to turning into a customer.

Leads and customers are separated to make it easy to distinguish between the two, but are searchable through one search field to make it easier on you.

Easily add notes to your customers account and organize those using icons and a color code system.

Marketing Manager

Our software will color code your leads based on how close they are to turning into a customer.

Stay connected with your website visitors and customers through our powerful and reliable newsletter platform. You can use our ready-made newsletter templates or create your own and send custom messages to your email list. And what's a good newsletter platform without powerful analytics to go with it. You can view bounces, blocks, views, opens, clicks and unsubscribes all through one easy to understand dashboard.

Analytics / Reports

Facebook and Website Analytics

Get detailed analytics on your Facebook page and website using our enhanced analytics feature. Everything from demographics, visitor and impression count, likes and unlikes, fans online, geographic reach, references and you can always adjust the date range to get a specific view of certain dates.

Income and Expense Reports

Generate income and expense reports and track your inventory sold and ordered through our unique billing codes system that is tracked through custom ledger accounts.

Accounting / Billing Manager

Track your account receivables and expenses through our unique billing codes system. You can create billing codes that you can assign to ledger accounts which will track how much you've spent along with how much you've earned for each ledger account.

Staff Manager

Create accounts for your employees and track their activity through the software. Limit your employee's access to areas of the software by assigning them specific permissions or create user levels for each department in your company that can have user level specific permissions.

Customer Portal

Allow your customers to login to the customer portal where they can view and pay invoices, view billing history, request an appointment and change account information.

You can also create notices through the software that will immediately appear in the customer portal for your customers to see or create a promo offer to create new opportunities for sales.

Lead Nurturing

Use any of our ready-made templates or create a custom template that you can assign to different points in the timeline of your lead.

So let's say you want your new lead to get an email from you after the first day from which you made contact and then again after 3 days. Using our lead nurturing system, you can stay in constant contact with you leads so all that money you spent on acquiring the lead, pays off.

We offer a lot more features than what you see on this page. Select from one of our software's below to see a full list of features.

Snappy Sales Software

Snappy OnSite Software

Snappy Office Software