Streamline every aspect of your business – manage sales, projects, billing, and customer support in a single, integrated CRM solution.
In today’s fast-paced environment, using separate tools for sales, project management, billing, and support can slow your growth. Data gets siloed, teams double-handle information, and customers feel the disconnect. Swift CRM eliminates these headaches by bringing all your core business processes together. A unified CRM platform means your salespeople, project teams, finance, and support staff all work from the same playbook. Automation is built in at every step, reducing manual work and ensuring nothing falls through the cracks. The result? Improved efficiency, happier customers, and a business that’s ready to scale.
Why Businesses Need Swift CRM
Managing sales, projects, billing, and support in different tools creates friction. Leads are lost, invoices delayed, and teams waste hours chasing updates. Swift CRM eliminates silos by bringing everything into a single system — with AI assistants and automation bots that reduce manual work, boost efficiency, and keep your customers engaged 24/7.
Core Capabilities
Team & User Management
- Add and manage team members with role-based access
- Admin controls for profiles, notifications, and themes
- Define user roles for security and accountability
Clients
- Centralized client directory with full history
- Add, edit, or import clients seamlessly
- Custom client fields to capture what matters most
- Client settings for smarter segmentation
Projects & Tasks
- Create, track, and manage projects with deadlines
- Views: List View for detail, Card (Kanban) for flow
- Add project cover images for clarity
- Milestones, dependencies, and time tracking built in
- Assign tasks, set priorities, and collaborate in real time
Time Tracking
- Record time spent on tasks
- Convert billable hours directly into invoices
- Transparent logs for clients and managers
Leads & Opportunities
- Capture leads from web forms, chatbots, or campaigns
- Track opportunities across custom sales pipelines
- AI lead scoring helps focus on deals most likely to close
- Import leads in bulk and manage easily
Finance & Billing
Estimates
- Generate branded estimates with a click
- Reset or customize estimate numbers
- Multi-currency support and flexible statuses
- Improve conversions by giving cost clarity upfront
Invoices
- Create one-time or recurring invoices
- Manage invoice products, tax & discounts
- Reset invoice numbering and statuses
- CSS-styled PDF invoices for professional branding
- Automated reminders to reduce overdue payments
Expenses & Subscriptions
- Track business expenses in multiple currencies
- Set categories and expense rules
- Create subscription plans
- Accept payments via Stripe, PayPal, UPI
- Recurring billing and automated receipts
Support & Engagement
Helpdesk & Tickets
- Centralized ticketing system with SLAs
- Assign, prioritize, and resolve quickly
- Linked to client records for full context
Knowledge Base
- Build a searchable self-service portal
- Reduce support load with instant answers
- Customize categories and permissions
Client Dashboard
- Secure portal for project updates, invoices, and tickets
- Clients can pay invoices or chat with your team directly
- Boost transparency and customer trust
AI Assistants & Bots
AI Sales Assistant
- Suggests next-best actions for leads & deals
- Drafts personalized replies for emails and WhatsApp
- Generates quick summaries of long client conversations
Chatbot & Virtual Support
- 24/7 AI-powered chatbots handle FAQs and lead capture
- Integrated into your website, WhatsApp, or client portal
- Converts inquiries into CRM leads automatically
Smart Insights & Forecasting
- AI predicts deal closures and revenue forecasts
- Nudges reps for overdue follow-ups
- Spots at-risk projects or delayed invoices before they escalate
Communication & Automation
Email & Templates
- Configure SMTP (Gmail, Outlook, SendGrid, etc.)
- Ready-to-use professional email templates
- Automated sequences for follow-ups and reminders
Workflow Automation
- Bots handle repetitive tasks: assign leads, send reminders, move deals
- Trigger-based automation for projects, invoices, and tasks
- Custom workflows tailored to your business process
Why Choose Swift CRM by DGBITS
- AI-Ready & Future-Proof: Built with AI assistants and bots to automate routine work.
- Trusted Engineering: Powered by Laravel for scalability, reliability, and enterprise-grade security.
- Customizable: Tailored workflows, fields, and reports to match your unique processes.
- Seamless Integrations: Email, payment gateways, cloud storage, and APIs connect effortlessly.
- DGBITS Swift CRM— trusted by startups, SMEs, and enterprises for delivering innovative, reliable IT solutions
Innovative & AI‑Ready Solutions
We embrace the latest technologies – including AI and machine learning – to keep your CRM ahead of the curve. Swift CRM is built on modern frameworks, ready for intelligent features that future-proof your investment.
Trusted Expertise
With years of experience across industries, the DGBITS team delivers solutions you can count on. You’re backed by one of India’s leading software development teams, known for quality and reliability in every project.
Scalable Laravel Architecture
Swift CRM is powered by a robust Laravel backend, ensuring high performance, security, and scalability. As your business grows, the platform grows with you – maintaining speed and stability even as data and users increase.
Custom-Tailored to You
We understand every business is unique. DGBITS can customize Swift CRM to fit your specific workflows and requirements, so you get a solution that aligns perfectly with your processes rather than a one-size-fits-all product.
Dedicated Support & Maintenance
From implementation to beyond go-live, our support team has you covered. We offer responsive support, regular updates, and maintenance services to ensure your CRM runs smoothly, letting you focus on your business.