Build Your Relationships Grow Your Business
All of the right tools to help you manage every part of your relationships.
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.
Client Relationship Management
See 360 view of everything pertaining to your clients such as history, sales, documents, activities and more.
Increase Your Productivity Become A Master of Time
Delegate your workload and receive automatic reminders so you never miss a deadline again.
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.
Automate Just About Anything No More Boring Stuff
Time is money and our tools can help you automate the things you should not be spending your time on.
Build out workflow automations to automate essentially any part of your company’s workflow. Based on the logic of “if this, then do that” scenarios, you can customize and automate just about anything.
Stay Organized Stop Dropping The Ball
No more losing track of emails, files or sticky notes.
Wouldn’t it be nice if when someone filled out the contact form on your website that it automatically notified you and created a lead in SWELL? That is just scratching the surface of what you can do with our drag and drop form builder.
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.
The appointment scheduler allows you to create different schedules & windows of availability & share it with your contacts.
SWELLEnterprise automatically helps you stay organized by creating a hierarchy folder system for each client and lead you do business with.
Keeping good notes on each part of your business is important to make sure your team is able to follow along. We make it easy to attach notes to any feature in SWELL so everyone is always up to speed.
Sales Tools That Help You Level Up
See when emails, invoices, estimates and proposals have been viewed and clicked.
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.
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.
See when leads or clients view your estimates and easily convert approved estimates to invoices in just a few clicks.
Marketing So You Can Keep In Touch
Send emails and texts to your lists so you can always be at the top of their mind.
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.
Team Collaboration Keep Your Teams Communication Organized
You can add users with their own roles and permissions and collaborate on whatever they are working on.
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.
Chat with your team by creating channels and inviting your employees to chat with you and others in each channel.
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.
Accounting So You Can Keep Your Finances On Point
Sync your bank account or integrate with your accounting tools so that record keeping becomes a breeze.