Leads from your inbox
Snowbird reads your sales mailboxes and turns each new enquiry into a lead, matched to the customer and handed to the right rep by round-robin or account ownership.
Sales CRM for distributors and suppliers
From the first email to the order in your ERP.
Snowbird turns customer emails into leads, leads into quotes, and quotes into pro formas, invoices and picking slips — with live stock, your own pricing rules and an AI assistant that works your leads while you sleep.
- Unlimited users on every plan
- Sage 300 built in
- Hosted in South Africa, or on your own server
- Emaillands in a shared mailbox
- Leadassigned round-robin
- Quotepriced, stock-checked, sent
- Pro formaaccepted and signed online
- ERP orderposted to Sage 300
- Pickingand delivery
Features
Everything your sales desk does, in one place.
No more copying between Outlook, spreadsheets and the ERP. Each step picks up where the last one stopped.
Quotes in minutes
The Rapid Item Picker, price lists and per-customer contract pricing fill in the lines. Check stock across warehouses without leaving the quote, then email a branded PDF.
Online acceptance
Customers open the quote from a link, accept it and sign it online. The signed acceptance is kept on the quote.
Pro formas and invoices
Convert an accepted quote into a pro forma in one click, then into an invoice — and post it straight into your ERP as a sales order.
Margins you control
Costs come from your stock locations, so margins are real. When a rep overrides a cost, their manager approves it before the quote can go out.
Purchasing and picking
Raise purchase orders against sales, and give the warehouse a picking list that shows what to pick, from where, for which order.
Flares for support
Customer problems become flares: tracked, assigned and followed up until they are solved, with the whole email trail attached.
Projects and calendar
Group bigger deals into projects, plan the follow-ups, and see every rep's calls, meetings and tasks in one calendar.
Teams, branches and history
Run several companies on one system, keep each branch to its own records, and see who changed what, and when, on every record.
Dashboards
Know where every rand is, at a glance.
Revenue, pipeline, gross profit and targets update as quotes and orders move. Managers see the whole business; each rep sees their own day.
Revenue this month
R 4.82m
▲ 8.3% vs last month
Pipeline value
R 2.31m
46 open deals
Win rate
38%
61 won · 99 lost
Gross margin
27.4%
gross profit ÷ revenue
Good morning, Thandi
3 new leads1 open flare1 overdue task
Sales this monthR 612,400 of R 700,000
87% of targetGross profit R 168,900
Quotes needing me
- QT-01042 · Ridgeway EngineeringSent 2 days ago · follow up todayR 14,783Follow up
- QT-01038 · Kaya FoodsCost override on 2 linesR 48,210Awaiting approval
- QT-01031 · Marlin Mining SuppliesCustomer asked for a delivery dateR 126,900Expires in 2 days
Activities — today
- 09:00CallCall — Kaya FoodsConfirm delivery date
- 11:30MeetingSite visit — Ridgeway EngineeringGearbox replacement project
- LateOverdueSend revised price list — Bluegum HardwareWas due yesterday
Leads waiting
- Request for 200 × bearingsHighveld Conveyors · 25 min agoNew
- Price for V-belts, urgentDelta Agri · 1 hr agoNew
- Quote follow-up from HarveyAnswered at 21:14 last nightHarvey
Illustration with sample figures. Hover over a chart to see the numbers.
AI built in
An assistant that answers the customer at 9 pm.
Snowbird's AI works inside the same records your team uses. Everything it does is logged on the lead, and you choose when it is allowed to act.
Harvey, the AI sales assistant
Harvey picks up leads that arrive after hours, replies to the customer, prices and sends the quote, and books the follow-up for your team in the morning.
Email intelligence
Incoming emails are read for what the customer actually wants: the items, quantities and urgency. Snowbird drafts the reply and can build the quote from the email itself.
Ask your data
Ask the AI assistant in plain language — "which quotes over R50,000 are still open?" — and get the answer from your own records.
Integrations
Works with the systems you already run.
Sage 300
Two-way Sage 300 integration
Snowbird reads your Sage 300 company so reps quote with the same customers, items, prices and stock as accounts — and accepted pro formas go back into Sage as Order Entry orders, without retyping.
- Customers and their pricing bases
- Items, price lists and A–E discounts
- Contract pricing by customer, item and category
- Locations and stock levels for every warehouse
- Costs from each stock location for true margins
- Post to ERP — pro formas become Order Entry orders
Outlook add-in
File any email to Snowbird, right from Outlook
Open an email and the Snowbird panel shows who sent it, matched to their contact and company, with their open quotes, pro formas, deals, projects and flares. Choose where it belongs and file it in one click.
- File it to the customer's history, or to a quote, pro forma, deal, project or flare
- Attachments saved as documents on that record, with a copy of the whole email if you want one
- New lead or flare straight from the email, assigned to you
- New sender? Add them as a contact, or add their company, from the panel
- Quick look at the customer's latest quotes, orders and activities
- Already filed emails show where they went, so nobody files them twice
Works in Outlook for Windows and Mac, and on the web. Your Microsoft 365 administrator installs it once for everyone, and each person connects with their own Snowbird login and permissions.
Microsoft 365 email
Mail goes out from each rep's own address through Microsoft 365, your SMTP server or SendGrid.
Microsoft Teams
Teams Phone calls are logged on the contact automatically.
nopCommerce
Web-shop orders and customers flow into Snowbird.
The Courier Guy
Delivery costs are worked out and added to the quote.
Plans
Priced on the orders you process, not on seats.
Every plan includes unlimited users, every core feature, hosting options and onboarding. Pick the band that fits your monthly sales orders and we'll send you a quote.
Starter
Up to 250 orders a month
For a small sales desk moving off spreadsheets and email.
Get a quoteGrowth
Up to 1,000 orders a month
For a growing team that needs routing, approvals and stock.
Get a quoteBusiness
Up to 3,000 orders a month
For established distributors with several branches.
Get a quoteEnterprise
Up to 6,000 orders a month
For high-volume sales desks across regions.
Get a quoteCorporate
Up to 10,000 orders a month
For group companies running several businesses on one system.
Get a quoteMore than 10,000 orders a month? Talk to us. Optional add-ons: Sage 300 integration, Harvey AI sales assistant, nopCommerce, Teams call tracking and courier integration.
Where Snowbird runs
We host it
On Microsoft Azure in Johannesburg, with automatic backups and failover. Nothing for you to manage.
Your own dedicated server
A dedicated server in a South African data centre, run by us, for businesses that want their own machine.
On your server
Already have a server and SQL Server? We install Snowbird there and keep it up to date.
FAQ
Questions we get asked.
What counts as an order?
Plans are sized on the sales orders (pro formas) you raise in Snowbird each month. Leads, quotes and customers are not counted, so quote as much as you like.
Is there really no charge per user?
Yes. Add your whole sales, admin and warehouse team. The price depends only on your monthly order volume and the add-ons you choose.
Do we need Sage 300?
No. Snowbird runs on its own with its own products, price lists and contract pricing. If you do run Sage 300, the integration keeps both systems in step.
Does it work with Outlook?
Yes. The Snowbird add-in for Outlook on Windows, Mac and the web lets your team file emails and their attachments to the right customer, quote or deal, and create leads and flares from an email. Your Microsoft 365 administrator installs it once for everyone; nothing needs to be set up on each computer.
Where is our data kept?
In South Africa — on Microsoft Azure in Johannesburg, on a dedicated server in a South African data centre, or on your own server, whichever you choose.
Does the AI send things without us knowing?
Harvey only works the leads you hand it, such as those that arrive after hours, and every email and quote it sends is recorded on the lead for your team to see.
How long does it take to get going?
Onboarding hours are included in every plan. We import your customers and products, and connect Sage 300 if you run it.
Book a demo
See Snowbird with your own products.
Tell us a little about your business. We'll set up a demo around the way you sell, and send you a quote for the plan that fits.
- A walkthrough with someone who knows sales desks
- Your questions on Sage 300, hosting and moving your data
- A written quote, with no obligation