SnapCRM logo SnapCRMTM Get a Customer Resource Manager Tool - In a Snap!

Hear SnapCRM in action

Real work. Natural conversation.

Listen to short examples of the phone interactions your team and customers can have with a SnapCRM voice assistant. Every exchange is designed to move useful work forward without sounding like a phone tree.

Sales Lead CRM

Update a lead, then ask what comes next

Stephanie confirms a quick field change and uses the lead history to suggest a practical next move.

Ready to play
  1. Phone Incoming call
  2. Stephanie Hey Jeff, it's Stephanie. How can I help you today?
  3. Jeff Hi, can you change the last contact date for Adam Smith to today?
  4. Stephanie Okay, I changed Adam Smith's last contact date to today. Anything else?
  5. Jeff Yes. What do you think the next logical step is with Adam?
  6. Stephanie Based on the recent quote and his request for delivery timing, I would confirm the ship date and schedule a short follow-up this week.
  7. Jeff Perfect. I'm good. Goodbye.
  8. Stephanie Thanks, Jeff. Goodbye. Talk to you soon.

CRM+

Answer an order and policy question in one call

Maya checks a shipment, offers the tracking number, and answers from the company's approved return policy.

Ready to play
  1. Phone Incoming call
  2. Maya Thank you for calling Northstar Camera. This is Maya. How can I help?
  3. Dana Hi, can you tell me whether order 1048 has shipped?
  4. Maya Yes. Order 1048 shipped today by UPS and is expected Thursday. Would you like the tracking number?
  5. Dana No thanks. Can I still return one of the lenses if it doesn't work for us?
  6. Maya Yes. Your return window is 30 days, as long as the lens is in like-new condition with the original packaging.
  7. Dana That's all. Thank you.
  8. Maya You're welcome, Dana. Have a great afternoon.

Level 1 Support

Qualify an issue and route it to the right person

Nick asks the first useful questions, identifies the support owner, and confirms that the urgent request is logged.

Ready to play
  1. Phone Incoming call
  2. Nick Thanks for calling Harbor Supply support. This is Nick. What can I help you with?
  3. Alex Our packing-station printer is offline, and shipping labels are backing up.
  4. Nick I can help route that. Have you already power-cycled the printer and checked the network cable?
  5. Alex Yes. It still says unavailable.
  6. Nick Understood. Morgan handles warehouse printing and network devices. I logged the issue as urgent and I'm notifying Morgan now.
  7. Alex Perfect. Thanks.
  8. Nick You're welcome. Your request is logged, and Morgan has the details. Goodbye.

Your conversations, your workflow

Give people a helpful first response, then keep your team in control.

SnapCRM can capture, answer, update, analyze, and route using the information and rules your business provides.

Create an account Explore workflows