One major unique strength of SwiftCloud is that we are a social network, with a full contact editor. Below is an overview of editing contacts – the basic version. We’ll take a deeper dive video soon. When this matters and is especially helpful is when one person signs many docs – say, for HR, real 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…

SwiftCloud e-Signature contains 2 modes of operation: High Speed “Simple” Mode. This is best for high volume simple docs like liability waivers. It was originally designed for a waterpark that needed 1,000 e-signatures per day, though of course you can use it for any document. Social Mode. This is best for higher value docs like Read More…

Import to SwiftCloud Note: the same process applies for importing CRM Data. In this video we import CSV (Comma Separated Values), however, we encourage you to use TSV (Tab Separated Values) as it is more reliable (because addresses sometimes contain commas in the street address or comments, which then affects the column-order).