e-Docs, e-Sign, Waivers & More - built on a complete CRM
The world’s most powerful e-Paper / e-Docs system.
NEW! SwiftCloud 3.0 Beta - Winter 2022
We Make Work Disappear.
Need someone to sign a waiver, pay, and schedule an appointment all in 1 flow?
We’ve got you.
Draw on an eDoc. Make an Electronic Petition. Build a Drop Servicing empire. Automate your entire HR recruiting e-Paperwork. Setup live-data eDoc reporting dashboards.
We get excited by making “boring work” completely disappear by using automation.
Built on a Complete Productivity Suite
Cloud Drive
eDocs, Attachments, Uploads - all made social & shareable.
Contacts
Contact info, notes, account history for contacts & groups.
Finance
Billing, invoicing, accounting + online payments portal.
Marketing
Get compelling offers to your audience to guide sales.
Calendar
Calendar & self scheduler + optional payment & eSign
Tasks
Simple to-dos or complex projects with social & hierarchy.
The Best all-in-one CRM for Companies that sell Services
- SMB Services Companies
- Sales Professionals
- HR & Staffing Departments
- Local Government & Change Agents
- Financial Providers
- Drop Servicing Lead Generators
SwiftCloud Executive Summary
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.
Grow Your Service Business Business Profits
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.
Clone Powerful Sales Proposals that Close in Minutes
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.
Use a Single App, or Run Your Entire Business
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.
Upgrade Your Business with SwiftCloud
Integrated
Optionally connect an API Software Bridge or Import to integrate existing tools.
Branded To You
Make SwiftCloud your own. Your logo, your colors, your domain, and even a private server.
Works Anywhere
Works 24/7/365 securely on phone, web, tablet, kiosk, sign-pad. Even works offline.
Paperless e-Docs
SwiftCloud’s e-Docs with E-Sign can do everything paper could do and much more. If-then logic Smart Docs, upload & embed files, datepickers, data validation and more make it the ultimate paperless software.
Contacts & CRM
Search contacts anytime with a single system of truth. Tag people or companies, create and mass email groups. Store private notes, add custom fields, charge a client's card on file. Email and soon SMS right within the app for unified history.
e-Sign & e-Waivers
Streamline docs and turn a hassle into a profit center. Get instant e-Sign on sales contracts, smarter e-Waivers to protect your business all seamlessly integrated with follow-up automation, scheduling and payments.
Powerful Forms Generator
Drag & drop editing of complex forms for sales lead capture, intake forms, replacing clipboards or creating kiosks. Connect WordPress contact forms, helpdesk ticket systems, lead capture, popups. Add if-then logic to reduce errors & speed client process.
Get Paid With SwiftShop
Generate an Invoice, Estimate, Quote, Proposal, Credit Memo, Receipt in minutes. Create a simple online store, charge a client's card on file, embed invoices into eDocs for rental software, setup recurring billing software for memberships, add a client portal for card updates & more.
Cloud Drive & Collaboration
Upload anything, share to anyone. Track revision history. Convert common files to edit online. Generate PDFs on the fly. Collaborate, store notes. Access files 24/7 securely, control permissions and get more done, faster.
Marketing Automation
NEW Group Email, soon SMS. Setup Drip Sequences or Appointment Confirmations, “Bloodhound” Ad Tracking, Automate your reputation with Customer Reviews & Refer-a-Friend + viral social media URLs. Mini Websites, Landing Pages, Video Email & more.
Calendar & Scheduler
Add an e-Secretary to schedule sales appointments, or automate scheduling of any asset. Setup ticketed events like classes or rentals. Increase sales with a better call to action. Automate reminders before events, and auto-follow up after any event.
It's All About YOU.
We’re growing fast but still small enough you’ll get a real human on the phone. For service providers, we aim to be the absolute best and keep helping your business succeed. Try us! Let's see how quickly we can solve whatever brought you here today.
Pricing – Start For $1
Jump into SwiftCloud for just $1 for the first 14 days (and we’ll remind you day 13!). Our pricing scales with your business needs.
WINTER 2022 UPDATE: Old pricing ($197/yr most common) still applies; 3.0 will feature Metered Pricing; call us for details. Pricing varies by product, usage, volume as we transition to the new 3.0 platform.
You'll ❤️ it!
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.
Trusted by over 30,000 companies and professionals including…
Getting Started is Easy...
1. Start Now
Start small. Let's solve whatever brought you here today.
2. Accelerate
Learn how a single integrated platform saves you hassle, money, time & improves business results.
3. Reinvest
Get liftoff & rapid growth via leverage & autopilot system to grow your profit margins.
Let’s get started.
What can we set up for you today?
Common Questions
Yep!
We’ll do basic setup for free to get you going, and complex setup is available from our Professional Services division.
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! In almost all cases we have APIs (software to connect other 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.
Yes – as we move toward metered pricing, we aim to align pricing to value.
Most clients start small, then start to migrate more systems over, preferring 1 system that does it all, instead of gluing various programs together.
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.
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.
3.0 will be based on “Metered Pricing” – heavy complex users will pay more than simple low-use accounts.
2.0 leverages set subscriptions, but we can adjust these anytime. Unlike some competitors, we don’t lock people in or strong-arm contracts.
We’ll send a reminder too, before your trial expires. We’re cool like that.
- NDA Template with e-Sign
- Liability Waiver Template
- Sales Proposal Template
- Invoice Template with e-Pay
- Client Intake Doc Template
- Task Playbook Template
- Event Waiver with Sign & Pay
- W9 Template with eSign
- Appointment Scheduler + Reminder
- Landing Page Template
- Lead Warm-up Sequence
- Human Resources Templates
Featured Resources & Articles
…the team was super responsive and helpful and made us a great looking doc that we can just sign online. In addition to having the documents signed and email, they also store a copy in the cloud which is great, saving us additional space. Overall we are very happy with Swift Cloud!