With SWELLEnterprise You Could Be Replacing
The Core Functions of All of These.
Our Tools Will Save You Time & Money
Will You Integrate SWELLEnterprise With Your Existing Toolset or Use It To Replace Your Other Tools?
360 View of Your Clients With an integrated CRM
See everything pertaining to your clients such as history, sales, documents, activities & more.
- Allow your team to see every interaction with your clients.
- Automatically keep your files organized with our file organizer.
- Determine what your employees can and can't do in SWELL.
- See when clients view your invoices, estimates & proposals.
Assign Projects, Tasks and Set Reminders
Easily create & assign projects and tasks to your employees with deadlines and reminders.
- Invite your team and delegate your work.
- See a visual representation of where your company is with every project.
- Track time on tasks and bill for time tracked.
- Create templates for common projects and tasks.
Drag Leads & Deals Through Your Pipeline
Drag and drop your leads & deals through each stage of the sales pipeline. Easily create reminders & follow-ups.
- Create your own pipeline
- Schedule emails, follow-ups & reminders
- Send estimates, proposals & documents
- Convert to clients in one click without losing their history
Getting Started is Easy
Import Your Data From Any CSV or Excel File or Connect With One of Our Integrations.
Choose Your Modules
Minimize your user experience based on the features you need, when you need them. Bloated software makes it difficult for your team to actually use it so we made SWELLEnterprise easily customizable.
Import Your Data
Seamlessly import your data from any spreadsheet. Create custom fields on the fly for the data you need to keep and discard the information you don't.
Invite Your Team
Collaboration from one application is the key to SWELLEnterprise. Invite users, set their permissions, assign them anything and see where you are at every stage of your business.
Build A Better Process
Consolidating everything down into one application allows you and your teammates to stay organized. Never miss a reminder, missed opportunity or deadline again. SWELLEnterprise gives you a 360 view of your business anytime, anywhere.
What Does Success Look Like For You?
Right now I use so many different software applications. Insightly to manage customers and sales. Asana for project management, email marketing and more… SWELL combines all this into one software and is cheaper than just one of them!
Mike Hepburn - Your Social Strategy
Pretty great app! We currently use PipeDrive for sales CRM and have separate apps for everything.... going between 5-6 apps every day is not effective.
Johnny Eaker - Cosmic Sauce Agency
In order for people to really grasp something and fully engage in it, they have to be excited about it. I think that is what this offers... I get a really good visual conception of leads I am working, who I need to be following up with and not having a desk covered with sticky notes.
Kate Brandis - WHQR Radio
Frequently Asked Questions
Don't see your question listed? Reach out to us our contact page or live chat for help!
We try to make it easy to switch from another provider to SWELLEnterprise. We developed an import/export feature which makes it easy for you to move your information to our platform. In addition, we offer an API and integrations that allow you to sync your information with other platforms should you choose to remain with those providers.