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…

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…

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…

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

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…

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…

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…

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…

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…

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…