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Benefits
People
Client Portal
Put the needs of your customers first. Make it easy for them to access their information by tailoring the client portal to fit their needs.
Client Relationship Management
Know your clients inside and out. SWELLEnterprise gives you a 360 of everything they do, including history, sales, documents, activities and more.
Contact Manager
All your business contacts stored in one place for easy access. Tag and keep track of all your contacts, no matter where you are.
Data Enrichment
Know your customers, inside and out. Get the information you need to keep them happy and make sure you deliver what they need, when they need it.
Multi Users
Get your whole team onboard. Allow everyone to see what’s going on in the business, assign things to team members, and keep an eye on who does what.
Roles & Permissions
Eliminate human error. Easily assign roles and permissions straight from the app.
Social Feeds
Always know what your clients want, when they want it with social feed integration.
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Productivity
Gantt Charts
Everyone loves a well-made chart, but nobody likes making them – unless they’re this easy.
Project Management
Project management is made easy with SWELLEnterprise. Create and assign deadlines, create templates, and keep everything in check effortlessly.
Reminders
Never miss a beat. Create reminders and follow-up to keep you and your entire team on task all the time.
Tasks
Make sure everyone does what they’re supposed to. Assign tasks, sub-tasks, deadlines, and estimated hours to everyone in your company to keep everyone on-track.
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Organization
Calendars
Keep track of your whole business at a glance. Import calendars into the app and watch as projects, tasks, and reminders show up automatically.
Contracts
Put that old fax machine away. Bring your company’s contracts into the digital age.
Email Client
Your full-integrated email solution. Send and receive emails, create templates for later use, or schedule emails to be sent. All your email needs in one place.
File Manager
Stay organized with Swell’s automatic file manager.
Forms Builder
SWELLEnterprise takes the hassle of form building off your shoulders. Simply drag and drop to create the perfect lead capture in minutes.
Notes
Keep detailed notes that you can access anytime, anywhere.
Reports
Make the headaches of tedious reports a thing of the past with SWELLEnterprise.
Scheduling App
Never miss an appointment. Create your schedule and share it with your contacts so that they know when they can get in touch.
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Collaboration
Team Chat
Keep in touch with everyone, whether you’re on a beach or getting coffee.
Teams
Keep careful track of all your departments at all times in the easiest way possible with SWELLEnterprise.
Work Room
Make the creative process easier and more interactive with visual art boards. Drag and drop your ideas to brainstorm new ways to grow your business.
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Automation
Templates
Fully customize thousands of templates so that you can create emails, projects, tasks, newsletter campaigns, and more effortlessly.
Workflow Automation
Ensure your business runs smoothly all the time. Automate just about anything with easy-to-understand “if this, then that” scenarios.
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Sales
Estimates
Save time on estimates. See when leads or clients view them and convert approved estimates to invoices in no time.
Invoicing
Invoicing made easy. Create one-time or recurring invoicing, accept payment, or view invoice status at any time with SWELLEnterprise.
Lead Management
Never miss a great sale. Get a 360 view of your pipelines and leads through each stage of your sale process.
Opportunities
Keep track of all your business opportunities with one app. Never miss a deal with drag and drop through each stage of the sales pipeline.
Proposals
Land that big client. Drag and drop to create stunning proposals that generate amazing leads.
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Marketing
Marketing
Engage with your audience easily and efficiently. Our simple drag and drop builder allows you to create newsletters, send SMS text messages, or build drip campaigns with ease.
Telephone
Dial, record, and improve your team with our in-app dialer.
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Accounting
Accounting
Keep your company growth on track. Import all you account data into the app to keep track of all the important stuff, like growth rate, profit, and loss.
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More
Cloud Based
Use SWELLEnterprise anywhere, anytime. Our cloud based system means you can use it on your desktop, mobile, or tablet.
Custom Branding
No more soulless templates with SWELLEnterprise.
Custom Domains
Use your own domains with SWELLEnterprise.
Custom Fields
Get the data you need, when you need it. You can choose to make custom fields required or not for your team. Choose from drop-downs, text fields, dates and more.
White Label
Make sure your brand is front and center with SWELLEnterprise every single time.
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Pricing
Company
About
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Swell Systems, headquartered in Wilmington, NC, delivers cost-effective business management applications for small businesses and creative services professionals. By combining multiple tools into one system, Swell users are all on the same page with project and task management, invoicing, customer communication and document management.
Careers
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We are a fast-growing, US-based SaaS company providing business tools at an affordable price. Our mission is simple, to streamline operations for small teams and creative firms worldwide. Let us know why you’re a fit.
Webinars
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Still on the fence about our platform? Join us for one of our webinars and see for yourself how it can help you streamline your business and focus on the work you love.
Join Our Newsletter
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Sign up for our newsletter to receive specials, promotions and our free downloadable resources to help you grow your business.
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Resources
5 Goal Tracking Apps to Use in Your Organization
Are you looking for assistance with goal tracking? Check out these five apps and learn how to implement them in your organization.
How to Stay On Top Of Your CRM in 2021
A CRM is one of the most crucial metrics your business can track. What does CRM mean in 2021 and beyond? Here's what you need to know!
6 Reasons Your Business Needs a CRM
Managing your customer interactions is vital to the success of any business. Here are six reasons why your business needs CRM software.
8 Effective Strategies for Boosting Employee Productivity
Are your employees maximizing their full potential? Consider these 8 effective strategies for boosting employee productivity.
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Free Client & Buyer Persona Template
Productivity eBook
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Support
Helpful Links
Help Us Improve SWELLEnterprise
Partner Program
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Onboarding
Knowledgebase
Feature Requests
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GDPR
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Knowledge Base
News
5 Goal Tracking Apps to Use in Your Organization
The Channel
How to Stay On Top Of Your CRM in 2021
The Channel
6 Reasons Your Business Needs a CRM
The Channel
8 Effective Strategies for Boosting Employee Productivity
News
How Advertising Agencies Can Benefit From Project Management Software
The Channel
The Best Invoicing Software Solutions of 2020
The Channel
7 Easy Steps to Successful Accounting Organization
The Channel
7 Reasons Why Good Website Design is Essential for Businesses
The Channel
6 Steps To Create A Social Media Marketing Strategy
The Channel
4 Challenges They Don’t Tell You About Remote Work
News
Defining Goals and Setting Up an Action Plan to Meet Them
News
Using Social Media Marketing Tools to Create a Powerful Strategy
The Channel
Why Is a Business Plan Important for Your Agency?
The Channel
Knowledge Is Power: 7 Essential Project Management Concepts to Learn
The Channel
7 Essential Project Management Skills to Help with Growth in 2019
The Channel
How to Create a Workflow for a More Efficient Business
The Channel
Solutions for Business Large or Small: How to Automate Your Business Processes
The Channel
Smaller Is Sometimes Better: How to Score Small Business Leads for B2B Businesses
The Channel
Get It Managed, with an App: What’s the Importance of Project Management?
The Channel
Get It Together: Which of the 4 Types of Business Is Best for You?
The Channel
8 Tips to Making a Hella Thorough Business Budget
In The Press
Four Wilmington Startups Semi-finalists For NC IDEA SEED Grant
In The Press
Interview “Scaling An Integrated Business Management Solution”
News
20 ways to organize your business
In The Press
5 Biggest Misconceptions About Remote Work Among Employers And Employees
In The Press
Customizable All in One Business Management Solution with Machine Learning | Business Insider
Webinars
Zapier + SWELLEnterprise = The Epic of Epic Epicness
In The Press
Wilmington area firms among finalists for 2018 NC TECH Awards | WilmingtonBiz
The Channel
Facebook Ads: A Facebook Advertising Guide for Marketers
The Channel
Facebook Ad Transparency Tool: What It Can and Can’t Do
The Channel
How to Combine Facebook Ads With Influencers to Connect
The Channel
11 Tips to Improve Your Facebook Ad Conversions
The Channel
How to Use Facebook Ads for Local Businesses
In The Press
WRAL Techwire Interview
News
Customer Relationship Management for Small Business
The Channel
3 Reasons Why Facebook’s View Ads Feature Is Great for Agencies
The Channel
Amazon PPC Challenges Google Ads
The Channel
How SWELLEnterprise Is Different From Asana
The Channel
5 Things Google Ads can now do automatically
Webinars
Automate Your Workflow with SWELLEnterprise – Webinar
News
3 Tricks You Must Know when using SWELLEnterprise
The Channel
Google AdWords and Mobile-First Index: What You Need To Know For Mobile PPC Success
The Channel
Say goodbye to low Quality Score with this Google Ads script
The Channel
Agency CRM, Which One Is The Best and How Do You Choose?
Webinars
Getting Started with SWELLEnterprise
The Channel
How To Create A Client Persona
The Channel
5 Things I Wish I Knew When I Started My Business
The Channel
Does Being Disorganized Really Impact Your Business?
The Channel
The Best Places To Spend Your Advertising Budget And When
The Channel
What Does an Advertising Agency Do?
The Channel
7 social media tools every small business should love
The Channel
Is SWELL Enterprise a CRM, Project Management or an Accounting System?
The Channel
10 Top Suggestions for Increasing Sales, Getting Found in Search and More – Small Business Trends
The Channel
5 Myths About Using a CRM
The Channel
Does SWELLEnterprise Really Offer Free Accounts ?
The Channel
75% of Struggling Small Business Owners Believe Being Disorganized Leads to Productivity Loss
The Channel
How to Manage an Advertising Agency
The Channel
10 Social Media Marketing Tips to Grow Your Small Business
The Channel
7 Things About Project Management Your Boss Wants To Know
The Channel
7 Ingredients of Small Business Success Online
Webinars
Your Crash Course on SWELLEnterprise
The Channel
How to Grow an Advertising Agency
News
What is an Advertising Agency ?
The Channel
Local Small Business Social Media Marketing for 2018
The Channel
How to Start a Digital Marketing Agency
News
SWELLEnterprise Releases Mobile App for Android and iOS Devices
The Channel
How to Successfully Implement a Corporate CRM Strategy
The Channel
How to Run an Advertising Agency
The Channel
What is a Marketing Agency?
The Channel
How to Start an Advertising Agency
The Channel
What is Project Management Software?
The Channel
8 Steps To Starting A Marketing Agency
The Channel
How to Start a Social Media Marketing Agency
The Channel
What is CRM?
The Channel
5 Advantages of SWELLEnterprise and How You Can Implement It
The Channel
Introduction to SWELLEnterprise, More Than Just A CRM
In The Press
Swell Systems Provides Businesses With An Affordable All-In-One Solution For Increased Team’s Productivity
News
10 Signs You Should Invest In a CRM
In The Press / News
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