The Best all-in-one CRM for small business

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.