Last Updated
Overview
Swift CRM is a CRM-based legal practice management platform that combines client relationship tools with case management features. Although it lacks dedicated mobile app, it offers unlimited user access and secure remote availability of case data. The platform centralizes client onboarding and document organization, while supporting real-time collaboration across offices.
Overall Rating
Based on 2 users reviews
5
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
Swift CRM Specifications
- Customer Communication Tracking
- Mobile CRM
- Analytics And Reporting
- Workflow Automation
What Is Swift CRM?
Swift CRM software is a smart and intuitive solution designed to streamline back-office operations for law firms, enabling legal professionals to focus more on their practice. It supports efficient client onboarding by tracking critical information and transforming new contacts into active relationships. The Swift CRM features are specifically designed for legal workflows, consolidating files and processes within a secure, organized platform. This structure enhances law firm operations by promoting greater efficiency, improved organization, and more streamlined management across all practice areas.
Swift CRM Pricing
Disclaimer: The pricing is subject to change.
Swift CRM Integrations
Who Is Swift CRM For?
Swift CRM is a CRM platform designed to support law firms, lawyers, and attorneys.
Is Swift CRM Right For You?
Swift CRM provides industry-specific functionality tailored exclusively for law firms, addressing the unique workflows, terminology, and case management requirements of the legal sector. Unlike generalized CRMs, this platform aligns with legal processes out of the box. Additionally, customization options enable a tailored experience that supports firm-specific operations and compliance standards. Swift CRM is a strong choice for legal professionals seeking precision and efficiency.
Still not sure if Swift CRM is right for you? Our support staff is available at (661) 384-7070 to help you make the right choice.
Swift CRM Features
360 Degree Overview
This legal CRM software centrally records all communication and information, crucial for a data-sensitive industry. It maintains a comprehensive trail of interactions, ensuring every minute detail regarding clients and cases is meticulously stored and easily accessible for thorough review and reference.
Paperless
Swift CRM significantly reduces the need for physical paper files by securely managing and storing all important data on a private, cloud-based server. This transition to a digital environment helps offices minimize clutter while ensuring critical information remains organized and protected.
Appointments
A vital feature for legal professionals, this capability allows for seamless management of all appointments. Users can effortlessly schedule and oversee meetings with a single click, and the system supports direct integration of appointment booking functionalities onto a firm's website for client convenience.
Reminders And Task
This feature ensures the timely completion of tasks and adherence to deadlines. It empowers users to keep all staff members fully informed and engaged within any communication loop, significantly enhancing team coordination and overall productivity by proactively managing important workflows.
Communication
Swift CRM maintains a comprehensive trail of all law firm communications, from SMS updates to case-specific discussions. This ensures the entire team remains unified and well-informed, eliminating miscommunication and fostering a collaborative environment where everyone is consistently aligned.
Pros And Cons of Swift CRM
Pros
Offers a robust built-in appointment scheduling feature
Documents are stored on the firm’s hosting server with in-built authentication
Supports the creation of unlimited user and client profiles within the platform
Cons
Setup for email, SMS, and appointments is time-consuming
Limited clarity on integration capabilities
Swift CRM Reviews
Total 2 reviews
5
All reviews are from verified customers
Rating Distribution
5
Stars100%
4
Stars0%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Mid Market, 101-500 employees
“Simple to understand and use”
Pros
I found the e docs organization really simple to understand and theres an impressive range of features available. Getting up to speed was pretty easy and the customer support team was very cooperative during our set up process.
Cons
Had a few small glitches but the team fixed them super quickly.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
8
Functionality
8
Small Business, 1-10 employees
“Excellent eSign System for Campaigns”
Pros
Really solid tool for managing petition drives and collecting signatures for ballot initiatives. The political campaign features work great for this type of work.
Cons
Not much to complain about. They handled all the setup for me and everything worked perfectly.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Frequently Asked Questions
Does Swift CRM offer an API?
No, Swift CRM does not offer an API.
Does Swift CRM have a mobile app?
Swift CRM does not include a dedicated mobile app but functions as a responsive web application accessible across smartphones, tablets, laptops, and desktop computers, allowing system usage from any location at any time
Who are the typical users of Swift CRM software?
Swift CRM is a customer relationship management platform tailored specifically for law firms, attorneys, and legal professionals.
What language does Swift CRM support?
Swift CRM supports English.
What other apps does Swift CRM integrate with?
The vendor does not specify official integrations with third-party tools.
What types of pricing plans does Swift CRM offer?
The software pricing varies based on a business's specific needs and implementation scope. Request a detailed Swift CRM cost breakdown for your organization today.
What level of support does Swift CRM offer?
Swift CRM offers support through phone, email, online contact form, and training sessions.