SwiftCRM

SwiftCRM

SwiftCloud
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About

EASA has a unique approach to deploying existing, Excel spreadsheet-based tools as secure, custom web applications. These apps can be deployed within a web portal for use by internal or external staff, including partners, resellers, suppliers or customers as well as subscription based applications (SaaS). Unlike competing solutions, sophisticated spreadsheets with VBA, macros and add-ins can be deployed with EASA. Furthermore, EASA provides full database functionality, approvals and notifications and integration with CRM and ERP systems. Common use-cases include the deployment of spreadsheets used for CPQ (configure price quote), insurance raters, financial analytics, engineering calculations, and many more. Your existing spreadsheet becomes the “engine” for the web app, eliminating any need to extract the logic and reprogram in a separate solution. If your company has made a significant investment into critical spreadsheets, then learn why AIG, Voya, HP and others rely on EASA.

About

CRM Software for Growing Small Businesses. Complete Customer Relationship Management, Helpdesk, Sales Tools & More. You’re busy. The last thing you need is another software program to keep updated. SwiftCRM side steps conventional CRMs, so you automate more, and send emails, calls, and postal mail right through the application – so you never have to copy & paste. Furthermore, it’s the #1 most customizable sales dashboard in the industry, so you or your team will feel right at home, with language, labels, statuses, and deal flow that match your systems. We believe software should conform to humans, not the other way around.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies with critical processes which are underpinned by Excel

Audience

Small businesses

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$19.00/month/user
Free Version
Free Trial

Reviews/Ratings

Overall 4.5 / 5
ease 4.0 / 5
features 4.5 / 5
design 4.0 / 5
support 4.5 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

EASA
Founded: 2008
United States
easasoftware.com

Company Information

SwiftCloud
Founded: 2015
United States
www.swiftcrm.com

Alternatives

Alternatives

HubSpot CRM

HubSpot CRM

HubSpot
Experlogix CPQ

Experlogix CPQ

Experlogix

Categories

Categories

CPQ Features

2D Drawing
3D Modeling
Approval Workflow
eCommerce
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal

Proposal Management Features

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
Requirements Management
Revision Management
RFP Management
Task Management
Templates
Version Control

Low-Code Development Features

AI-Assisted Development
Business Process Automation
Collaborative Development
Data Aggregation and Publishing
Deployment Management
Drag & Drop
Integrations Management
Iteration Management
Performance Monitoring
Requirements Management
Templates
Visual Modeling
Web / Mobile App Development
Workflow Management

Quoting Features

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Spreadsheet Features

Analytics
Audit Trail
Calculators
Charting
Multi-User Collaboration
Templates

CPQ Features

2D Drawing
3D Modeling
Approval Workflow
eCommerce
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal

Proposal Management Features

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
Requirements Management
Revision Management
RFP Management
Task Management
Templates
Version Control

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Real Estate CRM Features

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

Integrations

Facebook
Google Analytics
Inventor Nastran
MATLAB
Make
Microsoft Dynamics GP
Microsoft Excel
MySQL
R-Studio
Salesforce
SwiftCloud
Twilio
Zapier

Integrations

Facebook
Google Analytics
Inventor Nastran
MATLAB
Make
Microsoft Dynamics GP
Microsoft Excel
MySQL
R-Studio
Salesforce
SwiftCloud
Twilio
Zapier
Claim SwiftCRM and update features and information
Claim SwiftCRM and update features and information