Snapforce CRM review
A web CRM that pairs sales pipelines with email, marketing and workflow automation.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Snapforce CRM is a cloud-based system for managing leads, contacts, accounts and deals, aimed at sales teams and growing businesses. Its feature range also speaks to lenders, realtors, real-estate investors and property-management companies. Teams can track activity, tasks, calls, events, notes and files alongside a visual sales pipeline, while managing customer communications and sales records in one web product.
The CRM Package costs $12 per user per month with monthly billing, according to Snapforce's pricing article, and a 14-day free trial is offered. The package highlights contact and organization management, deals and pipeline management, activity tracking, tasks, calls, events, notes, documents and files. Beyond those core records, Snapforce lists two-way email synchronization, marketing campaigns, workflow automation, dashboards and reports, telephony, quotes, sales orders and invoices. The combination is suited to teams that want more than a contact database, though the breadth may be unnecessary for organizations seeking only a basic pipeline.
Email connections include Gmail, Office 365, IMAP and SMTP; other listed integrations include Mailchimp, ActiveCampaign, Twilio and QuickBooks Online. A RESTful API supports inserting, updating, deleting and syncing CRM data. The product is hosted and managed by Snapforce and accessed through a browser, including mobile browser shortcuts, rather than a native mobile app. Support is available through chat, tickets, phone and documentation, with 24/7 support listed. Snapforce lists PCI DSS and ISO 27001 compliance. Teams prioritizing web-based sales, communications and automation in one CRM may find the scope a fit; those needing a native mobile app should look elsewhere.
Snapforce CRM pros and cons
- Where it wins
- Combines pipeline management, activity tracking and two-way email sync
- Adds marketing and workflow automation, reporting and native telephony
- Supports quotes, invoices and CRM data exchange through a REST API
- Where it doesn't
- Access is web-only, with no native mobile app
- The paid offering starts at $12 per user monthly; no free plan
- Its broad feature set may exceed the needs of teams seeking a simple pipeline
Snapforce CRM fact sheet, pricing and score →
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