CSV Import

CSV ImportFeb 22,2021

How to import Aged Leads into SwiftCRM, or migrate from competing systems to SwiftCRM hosted CRM software.

Autoresponders / Appointment Reminders / Lead Nurturing

Automate your follow-up and reminders with SwiftCloud Sequences! This is also known as Appointment Reminder Software (Before + After Mode in our system) Lead Nurturing Software (After-only mode, i.e. Drip Marketing / Autoresponder Mode) Also, here’s a bit of a whirlwind tour preview… This system also contains SMS Marketing software Email marketing software Marketing Automation Read More…

Appointment Scheduling Software

NEW: This is now in public beta, free for all of 2021. This is the support help file, not the main product sales page for our Appointment Scheduling Software / aka SwiftSchedule.com + SwiftCalendar.com We’ll have a sunrise “grandfathered pricing” offer when we launch. Note: The scheduler works but is currently “blind” (could create overlapping Read More…

Bulk Email

Bulk EmailFeb 2,2021

Bulk Email broadcasting in SwiftCloud / SwiftCRM is easy, once you know where to look. First, here’s the easy short summary: Import a CSV list of people / companies you want to contact Write the message you want to go out to them. Push the send buttons Later – give it some time – check Read More…

API: Electronic Signature

Note our Electronic Signature API has 2 parts: Inbound & Outbound eSign / eDocs: Inbound: Inject variables into a contract or doc to be signed. This can even include a base 64 image (say, for an X-ray image, or driver’s license) eSign / eDocs: Outbound: Notification when a doc is signed, including with the URL Read More…

Inbound Email

Inbound EmailJan 10,2021

SwiftCloud contains a comprehensive messaging suite, including email tools. This article is focused on specifically setup of your inbound email. Here’s what you need to know: Step 1 of 2: Enable “IMAP” on your email service. Click to learn more. Gmail / Google Mail (IMAP is disabled by default and must be switched on – Read More…

Custom URLs

Custom URLsDec 30,2020

You can customize all your URLs in SwiftCloud / Swift CRM. More precisely, you can… Change the ending to something short, human-friendly, easy to say if needed. You can also change the base URL with “domain mapping”. This video explains: To map a domain to SwiftCloud / SwiftCRM, see here. This is typically one-time-setup. Questions? Read More…

Timeclock

TimeclockDec 2,2020

DEC 2020: Timeclock alpha is released, and free through Summer 2021. After that, we will probably have a free level + paid level. It’s very, very simple for now, but should do the trick. If you need a simple timeclock system for agency-style billing, we hope you find it useful. To get started, click the Read More…

Email in SwiftCloud

Email in SwiftCloudNov 10,2020

This will become the main help file for Email in SwiftCloud, aka SwiftEmail.com. Click any link to see various specific topics. Note SwiftCloud contains… One to One Email / One to Few – regular style email (see Contact Details) One to Many Emails – Broadcast Bulk Email, aka “Groups”. Sequences – aka Autoresponders, Drip Marketing, Read More…

Conditional Redirect

We are working on Conditional Redirect, so that if a user for example clicks X, send to A, but if they click Y, then send them to B after they eSign, or pay a bill, etc. TIP: RELATED: See “Conditional Logic eDocs“ Over time, this will get more and more powerful, as it is integrated Read More…