Category: CRM Software

Moving company CRM software is an integral part of the success of any moving business. The right moving company CRM solution will help your moving company manage clients, moves, team members and keep track of all the details involved in running a successful moving company. In this post, we’ll explore the best moving company software… Continue Reading The Best Moving Company CRM Software Programs & Apps + Free Mover’s Tips & Tricks

Recruitment is a very complicated process. Employers frequently need to find opportunities to engage with applicants during the recruiting process to increase their candidate experience and simultaneously build their employer brand. But as the race for talent becomes increasingly tedious, companies have a tough time keeping their candidates interested in them and offer appropriate, updated… Continue Reading CRM for Recruiters

Our goal is to be your system of record. If you are using SwiftCloud tactically, for just a specific purpose, and you have some other system of record, that’s ok too. System of Record (SOR) refers the single database of truth for your business, sometimes also referred to as a Single Source of Truth (SSOT).… Continue Reading System of Record

I believe the marketing landscape is deeply selfish. Everyone is selling tactics to push their agenda, rather than actually trying to help people. Crazy idea, I know. To be fair, some of this is a response to human nature: we all want magic bullets. We want a quick fix easy solution, and it’s easy money for… Continue Reading It’s All Relationship Marketing

There’s a big problem with most of the small business CRM options out there: they rely heavily on human input. This means more work, and it’s prone to failure and errors. Nobody wants a CRM – they want more sales, easier client management, more profit…. the CRM is just the tool to make that happen.… Continue Reading Small Business CRM Options for Automation

We’re started a Forms Library, and the very first form being added to it is a Reverse Mortgage Application Form This is available in SwiftCloud e-signature as a template. To apply this to your own site is very easy – you’ll need…. Login to SwiftCloud.IO and go to Files & Docs >> Docs & Forms… Continue Reading Reverse Mortgage CRM Form