Snapforce CRM
What Snapforce CRM is
Snapforce CRM is web-based customer relationship software for organizing customers and sales activity. Its visual pipeline tracks leads and deals through stages, supports filtered views, and produces sales forecasts. An activity timeline covers tasks, scheduled events, calls, and call recordings. Workflow rules can trigger follow-up tasks or automatic lead assignment when specified conditions occur. Email integration works with Gmail, Office365, and IMAP or SMTP servers, with optional two-way synchronization. Marketing automation is included, and listed integrations include QuickBooks, Authorize.net, PayPal, Constant Contact, MailChimp, Elastic Email, Zopim, LiveChatInc, and RightSignature. A RESTful API can insert, update, delete, and synchronize CRM data. Administrators can configure two-factor authentication, password policies, IP restrictions, permissions, sharing rules, and territory access. Telephony provides routing, logging, recording, and a conference bridge supporting up to 25 participants. Support includes 24/7 chat, tickets, phone help, and training. The product has no mobile app, no free plan, and a 14-day trial.
Who it suits
It suits teams needing pipeline, customer records, workflow automation, email synchronization, and telephony in a web CRM. API access and listed integrations help organizations connecting other systems.
What it does well
- Visual stages, filtered views, and sales forecasts
- Workflow triggers automate follow-ups and lead assignment
- Optional two-way email synchronization
- RESTful API supports CRM data synchronization
- 24/7 support and one-on-one training
What to know first
- No mobile app
- No free plan
- Trial lasts 14 days
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| CRM Package | Monthly or annually (annual billing saves 33%) · per user · core CRM package | On request |
As snapforce.com lists them, read 11 Oct 2026. The maker's own page has the final word.
Verdict
Snapforce CRM covers sales pipelines, activities, automation, integrations, and administrative controls in a web product. The absence of a mobile app and free plan should be weighed before adoption.
Facts from Snapforce CRM's own pages
- Activity management
- The activity timeline supports tasks, scheduled events, calls, and call recordings. · snapforce.com, 11 Oct 2026
- API
- Snapforce provides a RESTful web API for programmatically inserting, updating, deleting, and syncing CRM data, with no API usage limit stated on the page. · snapforce.com, 11 Oct 2026
- Email integration supports Gmail, Office365, and IMAP and SMTP servers; two-way email sync is optional. · snapforce.com, 11 Oct 2026
- Email sync
- Yes · snapforce.com, 24 Sept 2026
- Founded
- 2013 · snapforce.com, 19 Oct 2026
- Free plan
- No · snapforce.com, 24 Sept 2026
- Free trial
- Yes · snapforce.com, 24 Sept 2026
- Integrations
- The integrations page lists QuickBooks Online and Desktop, Authorize.net, PayPal, Constant Contact, MailChimp, Elastic Email, Zopim, LiveChatInc, and RightSignature. · snapforce.com, 11 Oct 2026
- Marketing automation
- Yes · snapforce.com, 24 Sept 2026
- Mobile app
- No · snapforce.com, 24 Sept 2026
- Open source
- No · snapforce.com, 24 Sept 2026
- Purpose
- Snapforce describes its product as web-based CRM software for managing customers and improving sales processes. · snapforce.com, 11 Oct 2026
- Sales pipeline
- Users can track leads and deals through sales stages, create filtered views, and generate sales forecasts. · snapforce.com, 11 Oct 2026
- Security certifications
- The company says its servers are in US-Central, US-West, and EU-Central data centers and lists PCI-DSS, ISAE 3402, ISO 9001, ISO 14001, ISO 27001, and AMS-IX compliance or certification. · snapforce.com, 11 Oct 2026
- Security controls
- Administrators can configure two-factor authentication, password policies, IP restrictions, module permissions, data-sharing rules, and territory-based access. · snapforce.com, 11 Oct 2026
- Paid from
- 12 · snapforce.com, 24 Sept 2026
- Support
- The company lists 24/7 live chat, ticket, and phone support, plus one-on-one training sessions. · snapforce.com, 11 Oct 2026
- Telephony
- CRM telephony includes call routing, call logging, call recording, and a conference bridge that the page says supports up to 25 participants. · snapforce.com, 11 Oct 2026
- Trial and data limits
- The free trial lasts 14 days, and the FAQ says Snapforce CRM has no data limits. · snapforce.com, 11 Oct 2026
- Workflow automation
- Workflows can trigger actions when specified conditions are met, including follow-up tasks and automatic lead assignment. · snapforce.com, 11 Oct 2026
Where Snapforce CRM stands on Freedom251
- CRM Software#137 of 244