Text customers directly with SMS
Customers often prefer to engage with businesses over text message. Use SnapDsk to text customers directly from the app.
Save unique information using custom fields
Custom fields allow you to store unique customer information. No coding required.
Search and find what you need fast
Advanced auto-complete search functionality means quick responses to customer needs.
Sync with QuickBooks anywhere at anytime
QuickBooks Online is essential to running your company. Sync your data real-time and retrieve up-to-date customer data.
Track and assign individual tasks
Keeping everyone on the same page requires vigilance. Task tracking ensures that the job gets done.
Build and customize your SnapDsk features
SnapDsk is your in-house, custom, tech solutions department. If you need something special for your business, chances are we can build it for you.
App development runs better when it’s agile
We use an agile development methodology and 30 years of small business experience to build simple, straightforward tools that make an impact every day.
A dynamic team gets it done
We help small business succeed in hyper-competitive modern markets
For a small business to thrive in the 21st-century there is simply no room for error. We help with the every-day problem-solving that keeps the lights on and ensures that everyone gets paid on Friday. We’re part of a future that helps small business leverage big business tech.
SnapDsk grew organically from an operational need to separate customer service and operations from the more sensitive accounting side of the business. We’re a confluence of leaders, economists, data scientists and literaries who understand that the challenges of small business go far beyond any one person.
In the months and years ahead, we intend to go far beyond the operations desk and bring analytics and world-class financial analysis to small business.
Great Features. Easy to navigate.
Clean design. Straight forward. A great to quickly access the info you need. A savvy tool to have in your business tool box.
What a Terrific App with Tremendous Potential
This app is teriffic, and the CSV download capabilities makes it a 5 star. All the other CRM software push features we all do not need or want. The cost for this software makes it a tremendous value.
For small companies that would struggle to implement an enterprise level master-data-management system for customer data, this is a great alternative. Customer data all in one place; accessible, manageable, searchable, and Sync'ed with QuickBooks. Very helpful.
I’m a CPA and I downloaded this to see how it worked. Anyone with multiple clients should use this. It’s extremely easy to use and works very well. I’ll be recommending this to my clients.
Information at my fingertips, regardless of where I am at, is exceptional! The special feature of being able to assign tasks from any location is something that will eliminate a lot of frustration and improve time management...