SnapCRM: Customer conversations & follow-up
Keep the history behind your customer relationships close at hand. SnapCRM combines shared records with AI-assisted voice and chat to capture leads, prepare for conversations, and support customer intake.
Explore the dedicated product site for walkthroughs and phone demos.
Keep the context behind each conversation.
A lead develops across calls, meetings, emails, and notes. SnapCRM brings that history together so your team can return to a conversation with a clearer understanding of what has happened and what needs attention.
Use voice or chat to capture an update, ask about a lead, or prepare for a follow-up. The salesperson keeps ownership of the relationship and the judgment about what to do next.
- Capture leads in the field
- Record contact details and opportunities through voice workflows. Add the context from a conversation while it is still fresh, then keep it with the lead history.
- Prepare for the next conversation
- Ask about prior activity, customer priorities, and possible next steps. Shared history gives salespeople and managers context for the next call or meeting.
Put customer intake to work.
SnapCRM also offers workflows for incoming customer questions, support requests, and everyday CRM activity. Choose the experience that matches the type of conversation your team handles.
- Customer service
- Use AI-assisted phone answering to respond to common questions and capture requests. Business information provides context for the conversation, with the interaction available for follow-up.
- Level 1 support
- Capture an incoming issue, match support keywords, and route the call to the appropriate associate. Maintain a call history so the person handling the request can review what was reported.
- Classic CRM+
- Bring customer records, orders, invoices, and notes into the conversation. Voice and chat workflows help teams handle questions about order status and other customer information.
Configure the experience around your business.
The setup starts with the work you want SnapCRM to handle: recording a sales opportunity, answering a customer question, or taking a support request. Configure the business information and intake flow to suit that purpose.
- Business numbers and assistants
- Assign a business number and configure the voice assistant and intake experience. Owners can manage their CRM instances and review captured interactions from the dashboard.
- Connections to other workflows
- Use webhooks to send interaction summaries into a website or another business workflow. Discuss the destination and the information needed so the connection supports the people following up.
Hear the interaction. Explore the workflow.
The dedicated SnapCRM site includes videos, phone demos, and detailed guides for sales leads, customer service, support, and Classic CRM+. These examples show how each experience handles a different kind of conversation.
Start with the workflow closest to your needs, then explore the product options and ways to get started on SnapCRM.io.
Explore demos & walkthroughs (opens in a new tab)See SnapCRM in action.
Explore the dedicated product site for demos, walkthroughs, and ways to get started.
Visit SnapCRM.io (opens in a new tab)