SnapDsk gets your QuickBooks customer info from anywhere, simply, easily, & quickly.
What is your App’s name, what do you do, & when did you get published on Intuit’s Apps.com?
Our app is called SnapDsk and we are a super simple customer Rolodex that just published on Valentines Day 2018.
SnapDsk is short for “Snappy Operations Desk”. It is a simple customer profile manager that integrates with QuickBooks Online.
What was the main problem you were trying to solve when you first developed SnapDsk?
A lot of small business owners run their companies out of QuickBooks and they often need their employees to get access to customer information but they don’t necessarily want their employees having access to the companies other financial data. Our app helps small business owners give their employees quick access to their customers’ data without letting them into QBs.
SnapDsk grew organically from an operational need to separate customer service representatives from the more sensitive accounting side of the business. QuickBooks is the small business standard for accounting software, so we needed a solution that integrated seamlessly and in real-time. In our search, we discovered that most available solutions were bloated, overly complicated software, with often dubious synchronization with QuickBooks. Popular options tended to focus on email marketing, retail management, or one-size-fits-all applications with too many features and complicated interfaces. We needed something that was simple, easy to train, and focused on small service businesses; so we built it ourselves.
What companies (or users) are the best fit for SnapDsk?
Our primary users are small service businesses …often ones that send employees out around town all day. Really anyone who needs to quickly and easily share customer information with employees will find SnapDsk a cheap and effective solution.
Tell us about your users’ top 3 favorite features or benefits of SnapDsk.
Our users love the simplicity, quick search, and auto sync. Our primary goal in developing SnapDsk was to make it fast and easy to find customers info.
Often small service business employees are unsophisticated users; for them, having a simple interface was a must. But even for the most sophisticated employee or business owner, if you’ve ever been at your front desk with three or four phone lines ringing all at once and were trying to quickly lookup customer info then you appreciate your software being simple and fast.
Key to this was the search. Our users need to be able to search on customers not just by name but also by address and phone number; and they need it to be intuitive. So often a customer name or address is spelled wrong or it’s hard to understand what a customer is saying over the phone; you need the search to pull up a list of anything closely resembling what was entered so that the correct information can be quickly found.
The third big feature is a solid real-time sync that keeps your QuickBooks data up to date with the latest notes, phone numbers, addresses, etc. and insures that every user sees that latest information immediately.
Tell us about your company’s culture and leadership.
My grandmother founded a housekeeping company in 1989 that is still going strong today. SnapDsk was started by my brother and I to fulfill a need that we had in our own family business.
Though my brother and I grew up and went off to other careers, the family business has always been a close part of who we are; not only in our deep understanding of the trials and tribulations that a small business owner and its employees go through every day but more fundamentally in our appreciation for the hard effort and dedication that those owners and employees put into their work to truly make them “family” businesses.
How is SnapDsk different from your competitors?
We’re focused on simple solutions that help make our small business users life easier. If you have a CRM now that is managing sales leads or producing cool reports for you, we’re not trying to replace it, we’re trying to compliment it. Our focus is on the day-to-day operations of your company.
What is the pricing for SnapDsk?
Less than $0.99 per user. We are intentionally keeping our app cheap. We want our users to see it as a simple and easy plug-in to their current operations that will compliment QBs and help them service their customers more easily and effectively.
Does SnapDsk have any programs for Quickbooks ProAdvisors?
Not yet, but stay tuned, we’re just getting started …we’ve got lots of new stuff coming soon : )
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