SwiftCloud = Social Network Base + Awesome Work Software
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.
The Best all-in-one CRM for SMB service companies
- Small Business Owners
- Sales Professionals
- Human Resources
- Service Providers
- Financial Companies
- And So Much More!
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.
Start small. Let's solve whatever brought you here today.
Learn how a single integrated platform saves you hassle, money, time & improves business results.
Get liftoff & rapid growth via leverage & autopilot system to grow your profit margins.
What Problems Can We Solve?
Recent SwiftCloud Reviews
Upgrade Your Business with SwiftCloud
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 24/7/365 securely on phone, web, tablet, kiosk, sign-pad. Even works offline.
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.
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
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.
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 Free
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.
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.
We’ll send a reminder too, before your trial expires. We’re cool like that.
Frequently Asked Questions About SwiftCloud
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.