SWELLEnterprise Roadmap

Make tags in client list clickable as a filter.

When we click on tags in the client list we are taken to the individual record. It would be nice if when we click on a tag, it filters the list by that particular tag.

Auto populate tags in client list search bar

For when we begin typing a tag into a client list search bar lists of tags that match the letter show as a select option.

Social media integration

Hi all! Is it possible in the future where we can integrate with Facebook, Twitter and linked in? Say for example, taking care of customer queries by comments, uploading statuses and creating tickets inside the task module. It’s just an idea I had now. One of my tools, is another type of CRM which does this.

Also, this would be great to have rich, social profiles of your clients inside of swell

Social media integration

Hi all! Is it possible in the future where we can integrate with Facebook, Twitter and linked in? Say for example, taking care of customer queries by comments, uploading statuses and creating tickets inside the task module. It’s just an idea I had now. One of my tools, is another type of CRM which does this.

Also, this would be great to have rich, social profiles of your clients inside of swell

Ability to add notes without title

Would be nice to be able to add notes without having to think of a title for each note. Sometimes we just need to capture random things before we forget.

Airtable kind of feature + Parabola.io

Hi Swell Team !

It would be amazing to create/update/ trigger/action data in table. Like Airtable.
Tables and automations are a good combinaison.

Do you know the SAAS solution “https://parabola.io/ ?
What do you think about giving to Swell the ability to manipulate API and sheets beyond Zapier ?

All the best
ben

Lead Capture Redirect to URL

I am looking to create a lead capture form which is able to redirect to BLAB or a URL so I can send a potential client after completing a form to the booking software and register a call. This option was available in dubsado as lead capture options – redirect URL.

Webhooks

how many email providers are there? 40-50? Do you really are going to do a custom integration for every app?

You might better stop developing a lot of custom integrations. It’s much better for all of us to have webhooks and build a flow with integromat.

We don’t have to wait for the custom integration of our favorite app and you don’t have to stop your development for doing so many integrations… A webhook + an Integromat tutorial and a fast, easy and happy setup 🙂

Waveapps Integration

This tool is amazing. Stunning UI and features. You can also use it for personal finances. It belongs to a big multinational that claims it will always be free (6 years keeping their word). Check it here waveapps.com

PCloud Integration

Using it and very happy as customer and I would love to use it in Swells Enterprise for my files

Request A Feature

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

Feature Request