SWELLEnterprise Roadmap

New Onboarding

Getting started with swell has become much easier with this step by step walkthrough.

Invoices payment dropdown fixes

Navigation for mobile scripts

mobile users will see their mostly navigated modules in the bottom of the app

workflow statuses update

workflow statuses updated to include triggers and actiosn for lead and opportunity changed to follow up or project in progress

Convert contact to client & lead

Contacts now can be converted to Leads or to Clients with one click of a button

notes in zapier.

Add notes to zapier clients, leads, tasks or projects

Accelerator route added

Call client, lead from different views, templates, and project create style enhancements

Speed updates

Recurring payments

Request A Feature

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

Feature Request