A Simple Way To Manage Your Small Business

SWELLEnterprise is an all-in-one business management app that gives you the tools you need to organize your data, build workflows and automate your business.

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all-in-one business management app

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How We Make Your Business SWELL

Data Organization

As the administrator you see everything going on in your business and your team in one place.

Collaborate & Keep Track of History

Collaborate with live chat, notes, and activities.  Setup teams and follow your co-workers.

Close More Sales

Manage your leads and deals with each stage of your sales cycle and then convert them to a client in one click. Quickly create reminders and follow-ups so you never miss an opportunity.

Automatically Organize Files

Creating leads and clients will automatically add a folder for them so you can easily organize their documents.

Track Time & Run Reports

Track time or run reports on employees times. Invoice your clients for unbilled time with one click.

See When Clients View & Pay Invoices

Create recurring invoices and accept payments. Use a drag and drop proposal builder.

Automate Email & Text Messages

Use a drag and drop interface to quickly build email newsletters. Send SMS text message campaigns to connect with your lists personally. Build out sequences to create drip campaigns.

Read, Send, Track & Schedule Your Emails

Track opens and clicks on your emails.  Schedule follow-ups to close more sales. You can even save your email templates to re-use and create template libraries for your team to use.

Automate Your Accounting

Securely sync your bank accounts with SWELL to automatically categorize your expenses, transactions and more or integrate our accounting tool with your Quickbooks or Xero account.

Choose What Your Employees Can Do

Setup custom roles that define what your employees can do in SWELLEnterprise. Allow certain users to view everything or only what they create.

Integrate Your Tools With SWELL

Integrate the tools you already use with SWELLEnterprise.  Choose from one of our native integrations or connect your own with our Zapier integration.

Use Your Voice To Eliminate Data Entry

Use your voice to quickly create clients, events, leads and more.

Customize Your Experience With The Features You Need. Hide The Ones You Don't.

Nothing is worse than a complicated user experience and bloated software.  Within minutes you can have a customized user experience by choosing what features you will and will not use without complicated pricing. 

Build your perfect system with:

Accounting

Import your bank account and transactions to track your income and expenses. See what your growth rate is as a company and run your reports such as profit and loss. You can even integrate our accounting module with QuickBooks to easily import your history.

Custom Fields

Custom fields allow you to capture data specific to your business for anything in SWELL. You can choose to make custom fields required or not for your team. Choose from dropdowns, text fields, dates and more.

Templates

Just about anything in SWELLEnterprise can have a template which will allow you to rapidly speed up the process in creating things like emails, projects, tasks, newsletter campaigns and more.

Marketing

Build out your lists and send campaigns to your list by email or text message marketing. Use our drag and drop builder to create beautiful newsletters, send SMS text messages and even build drip campaigns with sequences.

Proposals

Use our drag and drop editor to create proposals or templates. See when clients view, approve or decline your proposals and even allow them to sign them online.

Opportunities

Drag and drop your deals through each stage of the sales pipeline. Assign deals to users, schedule reminders and follow-ups so you never miss a deal.

Calendars

Import your calendars into SWELLEnterprise and see everything going on at a glance. Projects, tasks and reminders automatically show up in your calendar. Create separate calendars to help you stay organized.

Multi Users

Invite your whole team to use SWELLEnterprise and see everything going on in your business, assign things to your team and see who is working on what.

Contact Manager

Tag and keep track of each of your contacts. Contacts can be as simple as a roll index of contact information or tagged to help you locate your vendors.

Email Client

Read and send trackable emails through SWELLEnterprise or schedule emails to be sent on a later date and time. Even create templates so you can reuse and speed up the process of sending similar emails to your contacts.

Telephone

Our in-app dialer allows you to purchase local phone numbers so your sales team can make and receive calls. Choose if you would like to enable call recordings so you can use the recordings for training your team and improving your craft.

Team Chat

Chat with your team by creating channels and inviting your employees to chat with you and others in each channel.

Projects

Easily create and assign projects to your employees with deadlines and reminders. Create a template from a project to speed up the process next time you create a similar project.

Tasks

Assign tasks and sub-tasks to your employees with deadlines and estimated hours. Check the progress of each task as the administrator or allow managers to follow tasks.

Reminders

Create reminders and follow-ups with just a few clicks so you never miss your deadlines or deals again.

Client Relationship Management

See 360 view of everything pertaining to your clients such as history, sales, documents, activities and more.

Estimates

See when leads or clients view your estimates and easily convert approved estimates to invoices in just a few clicks.

File Manager

SWELLEnterprise automatically helps you stay organized by creating a hierarchy folder system for each client and lead you do business with.

Invoicing

Create one-time and recurring invoices. Choose if you would to accept payment on your invoices online and even see when your invoices have been viewed and paid.

Notes

Keeping good notes on each part of your business is important to making sure your team is able to follow along. We make it each to attach notes to any feature in SWELL so everyone is always up to speed.

Lead Management

Build your sales pipelines and then drag and drop your leads through each stage of your sales process. See a full 360 view of each lead in your pipeline and convert leads to clients in one click.

Work Room

Use our visual art boards to drag and drop your ideas across boards, lists and card. For example, your work room can be used to brainstorm ideas with your team, plan this years marketing calendar or track support tickets.

Roles & Permissions

Choose what your employees can do in SWELLEnterprise. Set up custom roles or choose from our more popular roles and assign the perimssions for each role.

Cloud Based

SWELLEnterprise is ready to go with you whereever you are. Use our application on your desktop, laptops, mobile devices or our app through your app store.

Our Story

Try It FREE For 14 Days

Instantly create your account and take SWELLEnterprise for a test drive risk-free for 14 days.  No credit card required.