Last Updated
Overview
SwiftCloud CRM helps service-based SMBs manage contacts and recurring sales workflows with customizable pipelines, eDocs with eSign, scheduling, invoicing, and a client portal. While initial configuration can be a bit complex, built-in automation and integrated paperwork-to-payment flows support consistent operations. Overall, it is a solid fit for service teams.
Overall Rating
Based on 12 users reviews
4.7
Rating Distribution
Positive
92%
Neutral
8%
Negative
0%
Starting Price
Custom
SwiftCloud CRM Specifications
- Contact Management
- Lead Management
- Opportunity Management
- Customer Communication Tracking
What Is SwiftCloud CRM?
SwiftCloud CRM is a CRM software product designed for service-based businesses and professionals to manage relationships, projects, paperwork, and billing in one platform. It includes tools for contacts, contracts, proposals, eSign, intake forms, automated follow-up, job management, scheduling, field services tracking, tasks, ticketing, invoicing, recurring billing, and point of sale. The platform also supports marketing, reporting, automation, communication, HR, and accounting functions. It helps users centralize client work and manage sales, delivery, and payments.
SwiftCloud CRM Pricing
The vendor offers flexible pricing, starting at $27/month.
According to our estimate, the implementation costs might vary between $500 to $15,000 for SwiftCloud CRM software.
Disclaimer: The pricing is subject to change.
SwiftCloud CRM Integrations
The software supports integration with multiple systems and platforms, including Zapier software.
Who Is SwiftCloud CRM For?
SwiftCloud CRM is ideal for a wide range of industries and sectors, including:
- Home services
- Real estate
- Rentals
- Staffing and recruiting
- Local government
- Financial services
Is SwiftCloud CRM Right For You?
If you’re a service-based business looking for a web-based CRM to manage relationships and support daily operations in one system, SwiftCloud CRM may be worth considering. It is designed for organizations that want to market, sell, fulfill work, and get paid within a single, integrated platform built around service workflows.
SwiftCloud CRM supports GDPR and HIPAA requirements and is trusted by organizations such as Allianz, Siemens, AstraZeneca, Subway, and Verizon. It may be a fit if you want a centralized CRM designed to support service-focused business processes.
Still doubtful if SwiftCloud CRM software is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
SwiftCloud CRM Features
Contacts And CRM
SwiftCloud CRM centralizes contact information in a single system of record, allowing users to organize people and companies with tags, groups, and custom fields. The software supports private notes, unified communication history, and group outreach, helping teams maintain consistent, searchable records across client interactions.
e-Sign And e-Waivers
The platform supports electronic documents and legally binding e-signatures that integrate with scheduling, payments, and follow-up workflows. SwiftCloud CRM enables organizations to manage contracts and waivers digitally, reducing manual handling of paperwork while keeping documentation connected to client records and related business processes.
Powerful Forms Generator
The software provides a drag-and-drop forms builder for creating intake forms, lead capture tools, kiosks, and connected web forms. SwiftCloud CRM supports conditional logic and integrations with external systems, helping organizations collect structured data accurately and route it into workflows without relying on paper-based processes.
Marketing Automation
SwiftCloud CRM includes tools for automating outbound communication, such as group email, drip sequences, and appointment notifications. The platform also supports reputation and referral workflows, enabling organizations to coordinate outreach and follow-up activities from within the same system used to manage contacts and operations.
Calendar And Scheduler
The platform offers scheduling and calendar capabilities for appointments, assets, and events. SwiftCloud CRM supports automated reminders and follow-up communication, helping organizations coordinate availability, reduce manual scheduling effort, and maintain consistent engagement around meetings, classes, rentals, or service appointments.
Pros And Cons of SwiftCloud CRM
Pros
Keeps e-docs organized and accessible
Support team helps during implementation
Saves time with paperless workflows
Cons
Initial setup can feel tricky
Early configuration issues can take time
SwiftCloud CRM Reviews
Total 12 reviews
4.7
All reviews are from verified customers
Rating Distribution
5
Stars75%
4
Stars17%
3
Stars8%
2
Stars0%
1
Stars0%
Share your experience
Marketing specialist, N/A employees
Less than 6 months
“helpful e-doc organization”
Pros
Getting started was very easy and the platform is quite simple to use. Since most of our contracts are now handled as e-docs having everything well organized along with the many automated features saves us a lot of time managing them.
Cons
Other than a few minor issues that naturally come with adjusting to any new software there really isn't anything we dislike.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
CTO, N/A employees
Less than 6 months
“set and forget edocs win”
Pros
It's basically a 'set it and forget it' solution for most eDocs. After the initial setup there's usually nothing else to manage unless something changes. With another major Docu competitor we used we had to log in, create an envelope and send it every single time. Now we just send a link and the whole process is taken care of.
Cons
The training could definitely be improved but their team was very responsive whenever I contacted them. I also really appreciate that I can reach an actual person and get a callback. The only thing to keep in mind is that you have to leave a voicemail since they don't take incoming calls unless they already have your number on file.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Head of Product, N/A employees
Free Trial
“flexible tools with room to grow”
Pros
The flexibility and scalability have been the biggest advantages. We started out using the paperless e-Docs and E-Sign features and it's reassuring to know we can expand far beyond that with the rest of the softwares tools whenever we're ready.
Cons
At this stage the only challenge was that the setup felt a little tricky for our team. Still the support was helpful and we were able to get everything moving fairly quickly.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
9
Functionality
10
Frequently Asked Questions
Does SwiftCloud CRM have a mobile app?
No, SwiftCloud CRM does not offer a dedicated mobile app.
Does SwiftCloud CRM offer an API?
Yes, SwiftCloud CRM offers an API.
What types of pricing plans does SwiftCloud CRM offer?
SwiftCloud CRM price starts at $27/month with flexible plan options. According to our estimate, the implementation costs might vary between $500 to $15,000 for SwiftCloud CRM software. Get a detailed SwiftCloud CRM cost breakdown tailored to your specific requirements.
Who are the typical users of SwiftCloud CRM?
SwiftCloud CRM features are used by organizations across a wide range of industries and sectors, including rentals, home services, and real estate.
What language does SwiftCloud CRM support?
SwiftCloud CRM primarily supports multiple languages, including English.
What other apps does SwiftCloud CRM integrate with?
SwiftCloud CRM integrates with multiple systems and platforms, including Zapier software.
What level of support does SwiftCloud CRM offer?
SwiftCloud CRM offers support through phone.