SwiftCRM

SwiftCRM

SwiftCloud
+
+

Related Products

  • HubSpot CRM
    24,151 Ratings
    Visit Website
  • Pipedrive
    8,642 Ratings
    Visit Website
  • monday sales CRM
    1,520 Ratings
    Visit Website
  • EASA
    18 Ratings
    Visit Website
  • Shape Software
    130 Ratings
    Visit Website
  • Act!
    40 Ratings
    Visit Website
  • incentX
    4 Ratings
    Visit Website
  • InfoFlo
    188 Ratings
    Visit Website
  • Odoo
    1,582 Ratings
    Visit Website
  • Lofty
    382 Ratings
    Visit Website

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.

About

Selling services is hard—but with 10-30% of your company’s revenue riding on it, getting it wrong isn’t an option. Here’s how WorkRails helps SaaS companies increase adoption and reduce churn. Break down silos between your sales and PS teams and start building connections instead. WorkRails aligns and reduces friction among departments, so everyone can enjoy the sweet taste of success. Proper scoping leads to better customer engagement. WorkRails allows you to scope service engagements quickly and accurately for faster, more efficient planning—reducing downstream risk and creep. Gone are the days of wasting time manually inputting into complicated spreadsheets to sell professional and managed services. To close more deals than you ever thought possible, you need the power of automation.

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

Small businesses

Audience

Sales teams looking for a platform that streamlines all aspects of the sales process

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

$19.00/month/user
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

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

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

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

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

SwiftCloud
Founded: 2015
United States
www.swiftcrm.com

Company Information

WorkRails
Founded: 2016
United States
workrails.com

Alternatives

Alternatives

Scope

Scope

The Virtu Group
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

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

Conga Billing
Docusign
Facebook
Google Analytics
Make
NetSuite
Oracle Cloud CX
Salesforce
SwiftCloud
Twilio
Zapier
Zuora

Integrations

Conga Billing
Docusign
Facebook
Google Analytics
Make
NetSuite
Oracle Cloud CX
Salesforce
SwiftCloud
Twilio
Zapier
Zuora
Claim SwiftCRM and update features and information
Claim SwiftCRM and update features and information
Claim WorkRails and update features and information
Claim WorkRails and update features and information