Audience

Small businesses

About SwiftCRM

CRM Software for Growing Small Businesses. Complete Customer Relationship Management, Helpdesk, Sales Tools & More. You’re busy. The last thing you need is another software program to keep updated. SwiftCRM side steps conventional CRMs, so you automate more, and send emails, calls, and postal mail right through the application – so you never have to copy & paste. Furthermore, it’s the #1 most customizable sales dashboard in the industry, so you or your team will feel right at home, with language, labels, statuses, and deal flow that match your systems. We believe software should conform to humans, not the other way around.

Pricing

Starting Price:
$19.00/month/user
Pricing Details:
Varies by plan; separate lower pricing for waivers and petitions; highly flexible system. Free done-for-you setup offer.
Free Version:
Free Version available.
Free Trial:
Free Trial available.

Integrations

API:
Yes, SwiftCRM offers API access

Ratings/Reviews

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

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Company Information

SwiftCloud
Founded: 2015
United States
www.swiftcrm.com

Videos and Screen Captures

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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
In Person
Support
Phone Support
Online

SwiftCRM Frequently Asked Questions

Q: What kinds of users and organization types does SwiftCRM work with?
Q: What languages does SwiftCRM support in their product?
Q: What kind of support options does SwiftCRM offer?
Q: What other applications or services does SwiftCRM integrate with?
Q: Does SwiftCRM have an API?
Q: What type of training does SwiftCRM provide?
Q: Does SwiftCRM offer a free trial?
Q: How much does SwiftCRM cost?
Q: What pricing for support is available for SwiftCRM?
Q: What pricing for training is available for SwiftCRM?

SwiftCRM Product Features

CPQ

2D Drawing Supported
Approval Workflow Supported
Guided Selling Supported
Product Configurator Supported
Proposal Generation Supported
Quotes / Estimates Supported
Renewal Management Supported
Self Service Portal Supported
eCommerce Supported
3D Modeling Not Supported

CRM

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

Proposal Management

Automatic Formatting Supported
Calendar Management Supported
Collaboration Supported
Contact Management Supported
Content Repository Supported
Document Management Supported
Electronic Signature Supported
Knowledge Library Supported
Pipeline Management Supported
RFP Management Supported
Requirements Management Supported
Revision Management Supported
Task Management Supported
Templates Supported
Version Control Supported

Real Estate CRM

Campaign Management Supported
Contact Management Supported
Dashboard Supported
Email Marketing Supported
Interaction Tracking Supported
Lead Management Supported
Referral Tracking Supported
Segmentation Supported
Client / Property Matching Not Supported
Property Alerts Not Supported