We have many ways to collect money in SwiftCloud, which are… Invoice / Estimate / Proposal / Receipt System Shopping Cart / SwiftShop / e-Store Landing Pages or Sales Page Signup-with-Product (i.e. Memberships) e-Sign In-Doc Mode “Sign & Pay” – integrated into an e-Sign doc, or doc-form like a setup or intake form, lease application, Read More…

The same software we use internally to bill for SwiftCloud is now a product anyone can use. Use this for… Agency Services – i.e. PPC Coaching Membership Website Offline Memberships Property Rental Club Management Union Management Box of the Month Club Here’s the somewhat clunky demo of how to use it – we’ll smooth this Read More…

This is the documentation home + onboarding guide for Swift CRM. In this we’ll cover… Managing Contacts Proposals / Estimates / Invoices / Quotes / Receipts Sequences – Automated Follow Up Managing Deal Flow via tags, workflow (tasks / projects system) Roles, Custom Project Types, Custom Field Config other Custom Settings Importing Contacts into SwiftCRM Read More…

AUG 2020 UPDATE: Below refers to Swift Membership, a (free) wordpress membership plugin we wrote a few years back. Our brand new membership & club management system is on track to release Aug 2020, using the same systems we use internally. The new recurring billing software is designed for…. Membership Websites Offline membership businesses – Read More…

A “Session” is an doc + data filled into it. Usually this is used for sales, but it’s also good for HR packets and other complex forms. GOAL: Fill in a form and hand it off to a client to confirm, sign, and get back to you. Here’s the short overview… Note there are 2 Read More…

Note: PDFs will not work nicely on phones because the format must match the source exactly. Our shortcode [swift_email] type system is better for over 90% of documents because it will work better on phones / tablets / desktop. PDF e-Sign Overview: Upload any PDF Click Convert when it asks you if you need it to Read More…

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) This system also contains SMS Marketing software Email marketing software Marketing Automation SwiftCloud’s system is much more powerful than competing systems Read More…

This allows remote systems to post data into SwiftCloud for purpose usually of lead capture, though it can be used for anything – helpdesk, e-sign contract generation flows, etc. SEE ALSO: Domain Mapping – you can map a domain to SwiftCloud servers, even multiple; most common is subdomains like secure.YourDomain.com TIP: SwiftCloud may be pre-integrated Read More…

SwiftCloud has a built-in social profile system that can be whatever you want it to be. Website. Need a basic website? We’ve got you covered. Don’t want a website – but want a specific function like a jobs portal? We’ve got that covered too. Client Portal of any type – applying for loans, managing their Read More…

Version 2.42 of SwiftCloud sees dozens of small improvements, and addition of payment options tightly integrated into SwiftCloud. Major Components Getting Paid: 8 ways of collecting money through SwiftCloud.AI. Currently we’re using Stripe, but will soon be adding ACH e-Check options, bitcoin, and additional systems to support various currencies and methods. Most of our focus Read More…