Classic CRM+
Put orders, invoices, notes, and customer answers in one conversation.
Classic CRM+ is the broadest SnapCRM customer-service template. It brings customer records, orders, invoice details, shipping information, public customer notes, phone assistance, secure chat, and web voice into a focused customer workspace.
Built around real work
Practical AI customer communication, connected to CRM records.
SnapCRM is designed for businesses that need customer conversations to create useful records and actions. The assistant works within the selected CRM workflow, uses approved business information, and keeps activity available for the people responsible for the next step.
Capability 1
Give customers useful order visibility
Classic CRM+ can report recent orders, planned and actual ship dates, shipping carrier, tracking number, expected arrival date, and approved customer-facing notes. Phone answers pronounce identifiers clearly, while chat and the web assistant display normal database values for easy reading.
The assistant keeps order status, invoice status, customer notes, order placement, and general INFO questions in distinct branches so a request about an invoice does not drift into a generic order list.
Included
- Recent and open order summaries
- Carrier, tracking, planned ship date, and actual ship date
- Latest public notes from open orders
- Voice selection of listed orders using spoken numbers
Capability 2
Understand invoice status without calling accounting
Each order can carry an invoice number, invoice creation date, payment terms, paid status, calculated due date, and past-due indicator. Customers can ask about invoices, outstanding invoices, or overdue invoices and receive an invoice-focused response.
Owners can view all orders across customers, filter to invoiced and unpaid records, and use the same data for individual or bulk payment-reminder workflows.
Included
- Net 10, 30, 60, 90, and 120 payment terms
- Due-date and past-due calculation
- Paid or not-paid indicator
- All-orders DataTable with search, sorting, and pagination
Capability 3
Keep customer data practical to manage
Owners can upload and download primary customer records by CSV using phone number as the natural key. Existing phone numbers are updated, new phone numbers are inserted, and associate records stay outside the owner-managed import process.
Order GET and POST APIs include shipment and invoice fields, allowing businesses to bring external order updates into SnapCRM or connect customer interaction results back to existing systems.
Included
- Phone-first primary customer CSV upsert
- Order and invoice fields in JSON APIs
- Secure customer chat access
- Owner-controlled public phone-number display
How it works
From setup to a useful customer interaction.
- 1
Load primary customers and order information manually, by CSV, or through the API.
- 2
Choose which notes and public contact information customers can see.
- 3
Customers ask about orders, invoices, notes, or business information by phone or web.
- 4
Staff review activity and follow up from the CRM owner workspace.
Frequently asked questions
Questions about Classic CRM+.
Can customers ask whether an invoice is overdue?
Yes. Classic CRM+ uses the invoice date and selected payment terms to calculate the due date and report whether an unpaid invoice is past due.
Are internal order notes read to customers?
No. Customer-note responses use the customer-facing public notes field, not internal notes.
Can order data come from another system?
Yes. The order APIs support creating and updating order, shipment, and invoice information from approved integrations.
Ready to see it work?
Launch an AI team member that fits the way your business serves customers.
Start with a focused CRM workflow and expand as your customer-service, sales, support, order, and notification needs grow.