e-Signature: Client + You Options

Many electronic signature users need an agreement signed by 2 parties: themselves and someone else i.e. a client. You have 2 ways to do this: PRE-SIGNED: The Easy Way: Pre-Sign it yourself. Easy, effective, does the trick, and then it becomes really a 1-party e-signature so there’s less to set up. For things like sales Read More…

RAVE Score

RAVE ScoreJul 31,2021

Rave Score is our Complete Customer Lifecycle Metric. It starts with 0 (completely unaware of you & your brand) to 100 (raving fan, refers you, reviews you highly online) and includes all the steps in between. SCORE LABEL Notes 0 Unaware All imported prospects start here. Unaware of brand. Never heard of it. 10 Aware Read More…

Map a Domain or Subdomain to SwiftCloud

GOAL: 100% seamless for your customers – YOUR logo, your colors, even your domain. We must be able to legally guarantee the contents of the signature, and for that reason, it must be on a server we control. That said, let’s make it nice! Examples: SUBDOMAIN – like  https://portal.YourDomainHere.com,  https://Patients.DentistWebsite.com,  https://Members.MyYachtClub.com, https://tenantportal.ABCManagement.com DOMAIN – like  Read More…

Group Email + Group SMS Policies

Summary: You need to build a reputation for not being a spammer; more on this below You must have certain legally required information set in your account – specifically, Your physical mailing address defined. Your company legal name defined (this may differ from your “common name” i.e. YourCo, LLC might be a legal name, as Read More…

Write Event to CSV Spreadsheet

A common request is to see a list of people who signed a doc. This system actually works with any of our systems – E-Signature, e-Commerce / Shop / Store, lead capture, event scheduler, etc – the same system applies. How to Write a Row to a CSV Spreadsheet when an event happens: Ensure there Read More…

Electronic Signature With Payment (Sign & Pay)

You can now get a signature and payment all in one step, on one doc. NOTE: If your doc contains Electronic Signature and a Payment Form, we will automatically change the button to Sign & Pay We have a variety of shortcodes for this, including choose a product, manual entry of dollar amount, and others. Read More…

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…