Make Every Customer Relationship Count
ChannelSnap enables you to efficiently manage and nurture customer interactions by offering a centralized platform for tracking communications, sales, and service history. By providing insights into customer behavior and preferences, ChannelSnap helps personalize engagement, enhancing satisfaction and building stronger, more loyal relationships. With streamlined workflows and automated processes you will improve team collaboration, increases productivity, and ensure that every customer experience is timely and relevant. Ultimately, ChannelSnap CRM empowers businesses to drive growth, retain customers, and improve overall profitability by making every interaction count.
Purchase Orders
Create POs from ChannelSnap, sync them with Quickbooks Online, and track supply chain delays
Capture Key Data
Capture essential data points like address, contacts, and other key information that you would expect in a comprehensive CRM
Schedule Events
Schedule one-time and recurring events that seamlessly sync with your existing calendars, including Outlook and Gmail
Reorder Points
Customizable reorder points ensure that you never run out of inventory
Store Documents
Stay organized by easily uploading and storing documents for each of your customers
Instant Sales History
Assess customer needs and preferences by analyzing ordering trends via linked sales history
Valuable Insights
Over 100 reports and query tools to analyze your data from every angle, delivering valuable insights to drive your business forward
Powerful Forecasting
Forecasting reports that leverage historical performance and current trends to provide accurate predictions of future outcomes
Assess Your Revenue
See which customers are contributing most to your company and that they are getting the attention that they deserve
Driven By Sale Reps
Sales reps can create, edit and view their own customer data without gaining access to other rep accounts
Instant Sales History
Assess customer needs and preferences by analyzing ordering trends via linked sales history
Create Prospects
Track your leads, create quotes, and auto-convert the prospect to an actual customer upon their first order
Powerful Forecasting
Forecasting reports that leverage historical performance and current trends to provide accurate predictions of future outcomes
Contract/Special Pricing
Create customer groups and establish tailored pricing rules or contract rates for each customer
Email Marketing