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Client Portal

The client portal allows you to customize and personalize while choosing which features are available to your...

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Scheduling App

The appointment scheduler allows you to create different schedules & windows of availability & share it with...

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Workflow Automation

Build out workflow automations to automate essentially any part of your company’s workflow. Based on the logic...

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Forms Builder

Wouldn’t it be nice if when someone filled out the contact form on your website that it...

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Marketing

Build out your lists and send campaigns to your list by email or text message marketing. Use...

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Templates

Just about anything in SWELLEnterprise can have a template which will allow you to rapidly speed up...

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Cloud Based

SWELLEnterprise is ready to go with you wherever you are. Use our application on your desktop, laptops,...

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Estimates

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

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Roles & Permissions

Choose what your employees can do in SWELLEnterprise. Set up custom roles or choose from our more...

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Work Room

Use our visual art boards to drag and drop your ideas across boards, lists and card. For...

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Lead Management

Build your sales pipelines and then drag and drop your leads through each stage of your sales...

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Notes

Keeping good notes on each part of your business is important to make sure your team is...

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Invoicing

Create one-time and recurring invoices. Choose if you would like to accept payment on your invoices online...

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File Manager

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

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Client Relationship Management

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

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Reminders

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

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Tasks

Assign tasks and sub-tasks to your employees with deadlines and estimated hours. Check the progress of each...

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Project Management

Easily create and assign projects to your employees with deadlines and reminders. Create a template from a...

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Team Chat

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

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Telephone

Our in-app dialer allows you to purchase local phone numbers so your sales team can make and...

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Email Client

Read and send trackable emails through SWELLEnterprise or schedule emails to be sent on a later date...

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Contact Manager

Tag and keep track of each of your contacts. Contacts can be as simple as a roll...

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Multi Users

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

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Calendars

Import your calendars into SWELLEnterprise and see everything going on at a glance. Projects, tasks and reminders...

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Opportunities

Drag and drop your deals through each stage of the sales pipeline. Assign deals to users, schedule...

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Proposals

Use our drag and drop editor to create proposals or templates. See when clients view, approve or...

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Custom Fields

Custom fields allow you to capture data specific to your business for anything in SWELL. You can...

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Accounting

Import your bank account and transactions to track your income and expenses. See what your growth rate...

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Connect To 1000+ Apps With Our Native and Zapier Integrations

Connect with your favorite apps using one of our native integrations or Zapier.  If you need extended functionality you can take a look at our developer API.

CRM Integrations