SwiftCase

SwiftCase

LivePoint
+
+

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About

Use our Personal CRM to find who you're losing touch with Let our AI do the work and stop losing touch with people who matter. Nat A.I. We've built a smart algorithm that analyses your data to figure out how in touch you are with your contacts. By looking at the frequency and type of interactions, Nat gets a good idea of how in touch you are with your contacts. Relationship To-do List. We create your own custom relationship To-do list. A list of the people you need to reach back out to. Powered by AI. Our AI will analyse your data to understand who you're losing touch with. One look You only need one look to understand who you're losing touch with. No complex dashboard. Simple Todo system. Instead of checking off boxes, reach out to your contacts. Quick to set up. Unlike other relationship management apps, setting up a fully working CRM takes less than 5 minutes thanks to our automations. Easy to use. No manual data entry, no time spent logging meetings or emails. No reminder

About

Get your workload under control with ease. Organise your tasks into streamlined processes that fit the way you work. Automate your processes to get more done in less time. Integrate your apps to keep your info in sync across your whole business. From: Losing sticky notes, copying emails to everyone, spreadsheet to-do lists and endless headaches. To: All your work organised in one place, that can talk to all your other apps and even do some of your work for you.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Marketing agencies, independent consultants or accountants looking for a Personal CRM that analyzes their email interactions, provides insights and helps them stay in touch with their key contacts

Audience

SwiftCase supports UK-based SMBs from a variety of industries, such as finance, legal, insurance, marketing, healthcare, construction, and more.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$25 per month
Free Version
Free Trial

Pricing

$15.99/month/user
Startup / Professional / Premium Packages. Please contact for Enterprise.

Licenses charged per user per month or 2000 API Requests
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Nat
Founded: 2019
Switzerland
nat.app

Company Information

LivePoint
Founded: 2013
United Kingdom
www.swiftcase.co.uk

Alternatives

Alternatives

Smartsheet

Smartsheet

Smartsheet.com
CONTACTfile

CONTACTfile

BarnData

Categories

CRM

Categories

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Business Process Management Features

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

Workflow Management Features

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Integrations

Dropbox
Gmail
HubSpot CRM
HubSpot Customer Platform
Microsoft 365
Microsoft Excel
Microsoft Outlook
Panacea
Sage Accounting
Sage CRM
Xero

Integrations

Dropbox
Gmail
HubSpot CRM
HubSpot Customer Platform
Microsoft 365
Microsoft Excel
Microsoft Outlook
Panacea
Sage Accounting
Sage CRM
Xero
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