Inbound Email

Inbound EmailJan 10,2022

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…

Change Password

Change PasswordJan 10,2022

Changing your password is easy, once you know where to look. Step 1: Get logged in. TIP: Need to reset your password? Click https://crm.swiftcrm.com/resetting/request to trigger a reset. A password reset link will be set to your email, if the email you enter is correct. TIP: People sometimes have multiple accounts, so if you get Read More…

Swift CRM – Year End Update 2021 – ACH, SMS & More

We’ve been focused on CRM systems lately, and making exciting progress toward integrating everything into an all-in-one system for service based businesses. Build 2.60 current release includes…. ACH Payments – You can get paid via ACH e-Check, which is best for large payment amounts due to fees. This is great for staffing software, construction CRM, Read More…

Marketing Content

Marketing ContentDec 21,2021

Unsure what marketing sequences to make? Here’s a great starting place – ideally, each of these should be a sequence of 4-7 (or more!) messages: Welcome Email – new people joining your newsletter, aka the Indoctrination Sequence CEO Welcome. If you’re a small business, embrace it! A lot of small businesses try to look larger Read More…

Bulk Email

Bulk EmailDec 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…

Build 2.5 – All-in-one Software Foundation

Version 2.5 of SwiftCloud is a massive set of changes as we evolve to provide a single all-in-one suite, along with working toward becoming the single most powerful e-Docs system available anywhere, at any price. Major Components All-in-One: several large systems were rolled out as public beta: Accounting (simple version – mainly to show shared Read More…

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. You can modify this to your own company, this can be just a starting place if you prefer. SCORE  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…