Close More Leads Faster with Swift CRM Sales Automation Platform
Social Tasks & Projects
Increase Team Productivity
Customizable Project Workrooms
Reduce Time to Completion
Increase Project ROI
You’re busy. The last thing you need is another software program to keep updated.
SwiftCRM side steps conventional CRMs, so you automate more, and send emails, calls, and postal mail right through the application – so you never have to copy & paste.
Furthermore, it’s the #1 most customizable sales dashboard in the industry, so you or your team will feel right at home, with language, labels, statuses, and deal flow that match your systems. We believe software should conform to humans, not the other way around.
Swift Tasks Features
Social Project & Task Management
Add anyone on the fly (user or via email), with customizable permissions. It's a social network to get things done. Assemble teams and easily mix staff, vendors, freelancers and stakeholders instantly.
Easy Drag & Drop Social Prioritization
Focus on what's important and adjust team priorities by simply dragging and dropping for not just yourself, but teams or specific workers. Priority sliders can help discover tasks to bump up or down based on whatever priorities you choose.
Each task can be a simple checklist item, or a unlimited hierarchies of subtasks in a powerful workroom with discussions, attachments, and more. Reflect real-world projects with variable complexity, and adjust your updates from executive overview to full details.
Email, chat, SMS, even record printed legal mailings into a unified timeline with private notes and status changes - so everything related to the project is in one place. Grant access to clients, suppliers and more with variable permissions. Pipe emails in and out automatically, or convert email to tasks via Imap.
Deliver happiness to clients via email, chat, phone with standard help desk features such as email piping, a web portal, knowledgebase integration, templated responses and more. Autoclose completed ticket system, escalate to billing or sales via 24/7 mobile friendly workroom.
Wordpress Web Integration
Free Wordpress plugin to create and integrate a searchable knowledgebase with easy customer support request forms. Easily include website sales or help URLs in templated email responses. Not on wordpress? No problem - integrate to any site in just a few more steps.
Integrated & Extendable
Swift Tasks is tightly integrated into SwiftCloud.io’s ecosystem of apps with perfect integration in a single suite. Add time logging, accounting, file attachments, online docs, & calendar events to projects to make it fit your needs. Need some specific integration? Let us know.
Automation & Teams
Automate communication triggered by status, speed communication with templates, load projecttemplates to speed workflows, and build project teams in just a few clicks, whether inhouse staff, vendors, or freelancers. Autocreate tasks based on invoice, ecommerce or CRM activity.
Custom To You
We don't sell software we sell meaningful improvements to your company's bottom line and that means software that conforms to you, not the other way around. Customize labels, templates, statuses, tags, workrooms and more to fit your exact needs. Industry specific autosetups available, or get free setup help.
Easily load project templates that pre-load teams, expected documents, sub-tasks, calendar events, communication templates and then track it all using kanban status view or whiteboardstyle pipeline views.
Simple Yet Powerful
If you just need a simple to-do list, you'll be right at home - but if you need advanced powerful features like conditional dependencies, hierarchy permissions we've got you covered too. Most clients need a bit of both - and that's where we excel.
See which workers are most successful, understand project timelines, & project future timelines Variable level oversight allows exec-level updates or fully detailed daily digests from your team. Even track project cost vs. profit with time billing or other impacts to ROI.
Estimate Hours with Cost & Bill Rates, passthrough billing, forecasting, worker tracking of time to grow agency profit margins & speed pull-through.
Kanban Pipelines, Whiteboard Style Prioritized Lists, Hierarchy View,Gantt charts with filtering by tag, worker, client or keyword for true business intelligence
Responsive design formatting for Mobile phones, tablets, desktops and even wall TVs. Cloudbased 24/7 access, automatic backups & always the newest version.