SWIFTCRM

Easily Mange your Project estimates & Invoice with SwiftCRM along your common CRM activities such as( Managing Projects, Tasks, Tickets, Employees, Business Leads)

SwiftCRM Dashboard

SwiftCRM is a powerful, easy-to-use database that helps manage and organize all your contacts in one place. Say goodbye to business card stacks, messy spreadsheets, and disconnected networks.

1. What is CRM?

What is CRM

CRM stands for Customer Relationship Management. It's a technology used to manage client connections, supporting marketing, sales, commerce, and customer support. CRM helps businesses track customer data, manage leads, and improve relationships effectively.

2. Unified Contact Management

Unified Contact Management

SwiftCRM allows you to track every detail of your business relationships in one central database. It organizes contacts, accounts, sales opportunities, and customer interactions, giving you a complete view of your customer base.

3. Real-Time Visitor Engagement

Real-Time Visitor Engagement

Engage visitors instantly with live chat and chatbots. SwiftCRM helps convert website visitors into qualified leads, manage conversations at scale, and grow your customer base effortlessly.

4. Boost Sales and Productivity

Boost Sales and Productivity

Using SwiftCRM has shown to increase win rates by 76%, boost sales productivity by 66%, and drive revenue growth by 70%. Manage your sales pipeline efficiently and close deals faster.

5. Key Features of SwiftCRM

SwiftCRM Key Features

SwiftCRM offers a range of features to streamline your workflow:

  • Schedule Calls and Meetings
  • Create Tasks for Companies/Contacts
  • Add Multiple Contacts and Companies
  • Add Notes/Descriptions to Contacts
  • Generate Activity and Growth Reports
  • View Detailed Activity Logs
  • Send Custom Emails
  • Open, Win, and Close Deals
  • Connect Invoices to Deals with Payment Gateway Integration
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C R M

Effortlessly manage your customer relationships, track interactions, and streamline sales processes—all in one place with our powerful CRM solution.

Contacts

Add unlimited contacts to your CRM with detailed information, including company, currency, acquisition stage, and contact owner. Define acquisition sources for each contact to gain insights into which marketing efforts or platforms yield the best results.

Generate Invoices

Connect invoices to contacts in your CRM and easily reconcile transactions for accurate accounting. Contacts created in the CRM are auto-synced with your customer data, simplifying the process of generating invoices for every closed deal in your CRM pipeline.

Reports

Generate reports that provide insights into the performance of your customer acquisition efforts. See a breakdown of leads, opportunities, and subscribers acquired within a financial year and develop strategies to improve them accordingly.

Activity Log

Keep track of every company/customer interaction to gain insight into the time spent managing contacts or moving them from one acquisition stage to another. View daily logs of activities such as call/meeting schedules, notes, emails, deals, and tasks.

Deals

Open deals and track every step of the customer journey from the proposal to the winning stage. Customize your pipeline stages, create new ones, and filter based on status - Open, Won, Lost, or Deleted.

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We start by gatherings all necessary project details from you. To ensure confidentiality, we can sign an NDA before you share any information. You can provide project details in the following ways:

  • A precise list of desired features and functionalities (Mandatory)
  • Project scope document, rough sketches, mock-ups, or wireframes (Optional)
  • URL of an existing application you wish to clone (Optional)
  • Name or URL of any local competitor apps for reference (Optional)

We thoroughly analyze the project details and address any queries. We also arrange a call to understand everything and align on the project scope.

We then provide a proposal and cost estimation. Once agreed upon, you confirm by releasing the upfront payment (for Fixed Price models).

After hiring us, we create a collaborative group with you, your team, and our team members (Project Manager, UI/UX Designer, QA, Developer, etc.) to ensure seamless communication and coordination.

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We begin by working on the designs, considering your preferences for colors and styles.

We design a few screens in 2-3 different themes based on your preferences and our expertise. You review and provide feedback on these themes. We make necessary adjustments based on your feedback and finalize the design theme.

Once the theme is chosen, we design the remaining screens, incorporating your feedback at each step. All designs are finalized and approved by you to ensure they meet your requirements.

All designs are finalized and approved by you to ensure they meet your requirements.

We use a milestone-based approach, dividing the app functionalities into different milestones (e.g., Milestone 1, Milestone 2, etc.).

After completing each milestone, we provide a demo for you to review and give feedback.

This iterative process ensures you can see progress and provide early feedback, helping us complete the project efficiently.

This method offers several advantages:
Transparent progress tracking
Early feedback integration
Efficient project completion

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Once all features are developed and thoroughly tested, we launch the App / Website.

We offer 90 days of free support post-launch, addressing any issues within the predefined scope without additional cost.

This streamlined process ensures transparency, collaboration, and timely delivery, providing you with a high-quality custom mobile app or website tailored to your needs.

Enquire about CRM's capabilities. Simplify your client relationship management.

Please reach out to us at : +91-89198-18886

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