SWELLEnterprise Roadmap

Search Bar and Search Sidebar

Outlook integration

Integrate outlook calendar and contacts in SWELL.

templates view/edit/delete

Template engine makes it easy for you not to have to repeat yourself. Build templates for projects, tasks, emails and more

Clip Emails to SWELL

Clip part of an email or a full email in SWELL through the mail client

Signatures on Proposals

Now when you send a proposal you can choose whether to have your client sign the proposal.

To field in emails.. find email in contact, send to multiple people

Email to fields now search contacts and clients in SWELL

Quickbooks Integration for Accounting and Invoicing

Sync your clients and invoices with SWELL from Quickbooks

Leads & Opportunities Status Sorting

Now you can sort your statuses from the leads and opportunities pages

Late fees and payment reminders and text fields

Automatically charge late fees and send payment reminders on past due invoices

Announcements Widget

You may notice a new widget available to you on the dashboard. Now you can see the latest features, updates and bug fixes from your dashboard. Go ahead and drag and drop it where you would like it to be seen.

Request A Feature

Have something in mind that we are missing or that you would like for us to expand on?

Feature Request