When your client e-signs a doc, pays an invoice, buys a product, or schedules an appointment, we will automagically create a free account for them if needed, then store the signed doc, receipts, and other uploads in your shared social online workroom. Your account automatically includes a social CRM (Client Relationship Manager + contacts address book) built in as an option.
We specialize in service based small businesses. SwiftCloud can help you get documents signed, go paperless even with complex forms or PDFs, get paid and collect money, schedule appointments, and automate your small business. Key systems include the best electronic signature & eDocs, social network CRM, Invoicing, Scheduling on a single integrated platform.
We offer a variety of powerful software that has been designed to streamline your business and put it on auto-pilot which can lead to increased revenue while cutting down on the amount of work. Let us know if you need anything specific. We would love to help by providing the personal attention that can help your business succeed.
Imagine you had an army of tech nerds to help you run your business more effectively – what would you do? We want to join your team to automate paperwork, streamline and accelerate sales, increase referrals and social reviews to grow your brand’s reputation. Manage contacts and communication, leverage templates, schedule with clients, handle paperwork and payments easily. Need something else? Talk to us – most of our software started with a conversation just like that.
Use SwiftCloud for dozens of work tasks. For example, staffing companies can use our software to automate 50+ pages or martial art schools can use it to get waivers signed. SwiftCloud not only makes paperwork simple but can also increase revenue. Easily clone beautiful, branded, and customizable sales estimates, proposals, and receipts within minutes. Send them right through SwiftCloud using templated messages, track views, and get e-signatures with payment. Then, trigger a workroom to track fulfillment.
Just want to solve a single problem? Awesome, we’ve got you covered. SwiftCloud can also connect to external software through data export, posts to APIs (a “glue” that connects programs together), and can receive data from other programs. Some clients use just one portion like eSign, others run their entire business on SwiftCloud. What’s right for you? Schedule a personalized demo to find out.
Simple docs are usually setup in minutes by clients themselves with a bit of copy and paste. For complex docs, contact us for free help. 30 days money-back guarantee.
We’ll send a reminder too, before your trial expires. We’re cool like that.
Yep! Just email us your doc(s), or invoice, or whatever you need set up and let’s talk.
If it’s simple, we’ll set it up risk-free as a demo for you. If it’s complex, we may set up just a small portion to give you a personalized demo, along with some other relevant case studies / existing other projects.
Bottom line: We focus on outcomes – let’s talk about whatever you need to make happen.
YES! Ok, fine – yes*
Why the *? Almost certainly – it depends on your software. We have APIs inbound and outbound, import and export options, and are compatible with “Software Bridge Systems” like Zapier and a dozen others, at least one of which is open source.
We also “play nice” with WordPress, and have over a dozen plugins we’ve written, having worked on over 200 wordpress sites ourselves.
Think of us as 70% software company, 30% agency, and 100% focused on real-world-results.
The truth is some projects are too complex for clients to setup on their own, so we’ll dive in and get it configured correctly. Furthermore, we often get requests from clients for something that is almost but not quite a fit for what we’re already doing, so we may be able to create semi-custom software for you, or a unique configuration.
We’re growing nicely, but rather than try to get big, we’re first focused on great real-world results – so you’ll actually get a real human on the phone if needed.
Technically: SwiftCloud is a social network with various products layered on top of it and integrated into it, most notably our eDocs / eSign systems, but we actually started in CRM.
We started in the mortgage and real estate industry – tons of paperwork, lots of people and moving parts, and so our eDocs and eSign system is our leading product.
We are perfect for any business that needs paperwork done better – contracts, waivers, petitions, leases, legal forms, government forms, HR forms, service orders, invoices, proposals, receipts, purchase orders, job listings, RFPs (Request for Proposals, or RFI / RFQ (info / quote)), CPQ (Configure / Price / Quote), compliance forms – or just about any other form you can imagine. We’ve probably already done it – and want to help you.
We’re deep into docs, and specifically, workplace collaboration. SwiftCloud is a social network, so signing a doc creates a relationship and shared workroom between you automatically (by default).
We started in CRM (for real estate / mortgage), and know sales lead handling, forms handling, leads distribution and that space very well. SwiftCRM is in private beta – contact us to learn more.
It depends. That’s not a cop-out, it’s that we don’t know what you need, but the best is to play with our pricing page and design a package to suit your needs.
For some industries – say, apartment leasing, it may be free to you, provided you run tenant background checks through us.
For some products, like our new invoicing / billing systems specifically designed for service professionals, it may be free to use, subject to a % of receivables – allowing you to get started quickly and easily, and the software scales as your business grows.
For e-Sign, some docs are super simple – say a petition or waiver, but clients may need a lot of them – say, 1,000,000. Real estate clients might only need 2 contracts signed per month, but that contract is 47 pages with multiple parties and complex logic with multiple sellers and multiple buyers.
Moving forward, we’re moving to “micro-transaction” based metered billing, so any client can jump in, and if you use it a lot you’ll pay more, and small businesses with simple needs will pay very little or even get certain parts for free.