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 Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

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 Not Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$25 per month
Free Version Supported
Free Trial Supported

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 Not Supported
Free Trial Supported

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 Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

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
Teamwork Chat

Teamwork Chat

Teamwork.com

Categories

CRM Supported

Categories

CRM Features

Calendar/Reminder System Supported
Call Logging Not Supported
Document Storage Not Supported
Email Marketing Not Supported
Internal Chat Integration Not Supported
Lead Scoring Not Supported
Marketing Automation Integration Not Supported
Mobile Access Not Supported
Quotes / Proposals Not Supported
Segmentation Not Supported
Social Media Integration Not Supported
Task Management Not Supported
Territory Management Not Supported

Business Process Management Features

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

Workflow Management Features

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

Integrations

Dropbox Not Supported
Gmail Not Supported
HubSpot CRM Not Supported
HubSpot Customer Platform Not Supported
Microsoft 365 Not Supported
Microsoft Excel Not Supported
Microsoft Outlook Not Supported
Panacea Supported
Sage Accounting Not Supported
Sage CRM Not Supported
Xero Not Supported

Integrations

Dropbox Supported
Gmail Supported
HubSpot CRM Supported
HubSpot Customer Platform Supported
Microsoft 365 Supported
Microsoft Excel Supported
Microsoft Outlook Supported
Panacea Not Supported
Sage Accounting Supported
Sage CRM Supported
Xero Supported
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