Customer Relationship Management Software

This allows you to create and send electronic one-time or recurring invoices to customers and leads on the go. You can track the number of times an invoice has been viewed, get an invoice automatically updated when payment is made, send Invoice payment reminders, duplicate, merge and transfer invoices to other customers. You’re also able to generate Invoices with multiple payment plans, and automatically send reminders before the due date.

Our ticketing system allows you to attend to your customers queries, create queries, assign staff to attend to them, add supervisors to watchlist, notify customers on progress and keep tabs on received, pending and resolved issues.

Our Leads funnel enables you to effortlessly organise your sales process into the different steps of the sales funnel, making it easy to provide real-time data that will move them one step further to closing! Our lead management feature will help your team pick out your leads’ actions throughout the sales cycle so you can score them and direct various intensities of marketing efforts towards them, turning them into loyal customers.

In-app emails keep your sales reps organised and productive. It allows your team to integrate calendars to schedule appointments and engage both customers and leads all in one place. Does it come with email templates? Any other special features for this?

Swift’s Customer Service Feature has trackers that automatically tracks all sales communications, from lead acquisition to closed sales. It is a useful bouquet that helps you to log visits, purchase histories and website activities for future reference, so your team is on the same page.
Need a personalised touch to correspondences? Our CRM helps you use customer’s first names and provide unique reference numbers for every account and help issue. You also get to automate acknowledgements to enquiries.