Swift Cloud SMB Growth Systems – SwiftCloud

A CRM (Client Relationship Manager), e-Docs & online toolsuite to run your service business.

Automate Your Service Business

Use 1 Tool, or Run Your Entire Service Business on SwiftCloud

Our base system is free, forever. Certain AI & Automation Features have free trials.

Unsure? Got questions? Schedule a Call



Get Paid


& even more for HR, Accounting, Reporting, Marketing, Automation, Communication. We needed it, so we built it for all.

Trusted by over 10,000 companies and professionals including…

Manage Cases

Simple to-dos or complex projects with social & hierarchy.


O2E: Offers to Eyeballs (& Ears!) to Grow Your Audience

Get Paid

Billing, invoicing, accounting + online payments portal.


Contacts, group email, tags, custom roles & fields


Calendar & self scheduler + optional payment & eSign

Forms & Files

eDocs, Attachments, Uploads - all made social & shareable.

We get excited by "boring" business software to help make everyday tasks easier.

The Best all-in-one CRM for Companies that sell Services

SwiftCloud Executive Summary

We specialize in service based small businesses. SwiftCloud can help you get documents signed, go paperless even with complex forms or PDFs, get paid and collect money, schedule appointments, and automate your small business. Key systems include the best electronic signature & eDocs, social network CRM, Invoicing, Scheduling on a single integrated platform.

We Make Work Disappear.

Need someone to sign a waiver, pay, and schedule an appointment all in 1 flow?

We’ve got you. 

Draw on an eDoc. Make an Electronic Petition. Build a Drop Servicing empire. Automate your entire HR recruiting e-Paperwork. Setup live-data eDoc reporting dashboards.

We get excited by making “boring work” completely disappear by using automation.

Digital Waiver Software

Grow Your Service Business Business Profits

Imagine you had an army of tech nerds to help you run your business more effectively – what would you do? We want to join your team to automate paperwork, streamline and accelerate sales, increase referrals and social reviews to grow your brand’s reputation. Manage contacts and communication, leverage templates, schedule with clients, handle paperwork and payments easily. Need something else? Talk to us – most of our software started with a conversation just like that.

Clone Powerful Sales Proposals that Close in Minutes

Use SwiftCloud for dozens of work tasks. For example, staffing companies can use our software to automate 50+ pages or martial art schools can use it to get waivers signed. SwiftCloud not only makes paperwork simple but can also increase revenue. Easily clone beautiful, branded, and customizable sales estimates, proposals, and receipts within minutes. Send them right through SwiftCloud using templated messages, track views, and get e-signatures with payment. Then, trigger a workroom to track fulfillment.

Use a Single App, or Run Your Entire Business

Just want to solve a single problem? Awesome, we’ve got you covered. SwiftCloud can also connect to external software through data export, posts to APIs (a “glue” that connects programs together), and can receive data from other programs. Some clients use just one portion like eSign, others run their entire business on SwiftCloud. What’s right for you? Schedule a personalized demo to find out.

Upgrade Your Business with SwiftCloud


Optionally connect an API Software Bridge or Import to integrate existing tools.

Branded To You

Make SwiftCloud your own. Your logo, your colors, your domain, and even a private server.

Works Anywhere

Works 24/7/365 securely on phone, web, tablet, kiosk, sign-pad. Even works offline.

Paperless e-Docs

SwiftCloud’s e-Docs with E-Sign can do everything paper could do and much more. If-then logic Smart Docs, upload & embed files, datepickers, data validation and more make it the ultimate paperless software.

Contacts & CRM

Search contacts anytime with a single system of truth. Tag people or companies, create and mass email groups. Store private notes, add custom fields, charge a client's card on file. Email and soon SMS right within the app for unified history.

e-Sign & e-Waivers

Streamline docs and turn a hassle into a profit center. Get instant e-Sign on sales contracts, smarter e-Waivers to protect your business all seamlessly integrated with follow-up automation, scheduling and payments.

Powerful Forms Generator

Drag & drop editing of complex forms for sales lead capture, intake forms, replacing clipboards or creating kiosks. Connect WordPress contact forms, helpdesk ticket systems, lead capture, popups. Add if-then logic to reduce errors & speed client process.

Get Paid With SwiftShop

Generate an Invoice, Estimate, Quote, Proposal, Credit Memo, Receipt in minutes. Create a simple online store, charge a client's card on file, embed invoices into eDocs for rental software, setup recurring billing software for memberships, add a client portal for card updates & more.

Cloud Drive & Collaboration

Upload anything, share to anyone. Track revision history. Convert common files to edit online. Generate PDFs on the fly. Collaborate, store notes. Access files 24/7 securely, control permissions and get more done, faster.

Marketing Automation

NEW Group Email, soon SMS. Setup Drip Sequences or Appointment Confirmations, “Bloodhound” Ad Tracking, Automate your reputation with Customer Reviews & Refer-a-Friend + viral social media URLs. Mini Websites, Landing Pages, Video Email & more.

Calendar & Scheduler

Add an e-Secretary to schedule sales appointments, or automate scheduling of any asset. Setup ticketed events like classes or rentals. Increase sales with a better call to action. Automate reminders before events, and auto-follow up after any event.

It's All About YOU.

We’re growing fast but still small enough you’ll get a real human on the phone. For service providers, we aim to be the absolute best and keep helping your business succeed. Try us! Let's see how quickly we can solve whatever brought you here today.

Start Risk-Free Today

Guarantee Seal

You'll ❤️ it!

Simple docs are usually setup in minutes by clients themselves with a bit of copy and paste. For complex docs, contact us for free help. 30 days money-back guarantee.

Guarantee Seal

Getting Started is Easy...

1. Start Now

Start small. Let's solve whatever brought you here today.

2. Accelerate

Learn how a single integrated platform saves you hassle, money, time & improves business results.

3. Reinvest

Get liftoff & rapid growth via leverage & autopilot system to grow your profit margins.

Let’s get started.
What can we set up for you today?

Start Free.

Upgrade or Downgrade Anytime – No Contracts or Lock-in.

30 Day Zero-Hassle Guarantee. Like it, or you don’t pay*.

* Subject to volume limits. 

Summer 2024 Pricing: totally free, for now. We’ll charge for AI & Automation soon, but the base plans will stay free. All users will get a 90 day notice on any specific features we plan to charge for.

Common Questions


We’ll do basic setup for free to get you going, and complex setup is available from our Professional Services division.

If it’s simple, we’ll set it up risk-free as a demo for you. If it’s complex, we may set up just a small portion to give you a personalized demo, along with some other relevant case studies / existing other projects.

Bottom line: We focus on outcomes – let’s talk about whatever you need to make happen.

Yes! In almost all cases we have APIs (software to connect other software).

We have APIs inbound and outbound, import and export options, and are compatible with “Software Bridge Systems” like Zapier and a dozen others, at least one of which is open source.

We also “play nice” with WordPress, and have over a dozen plugins we’ve written, having worked on over 200 wordpress sites ourselves.

Yes – as we move toward metered pricing, we aim to align pricing to value.

Most clients start small, then start to migrate more systems over, preferring 1 system that does it all, instead of gluing various programs together.

Think of us as 70% software company, 30% agency, and 100% focused on real-world-results.

The truth is some projects are too complex for clients to setup on their own, so we’ll dive in and get it configured correctly. Furthermore, we often get requests from clients for something that is almost but not quite a fit for what we’re already doing, so we may be able to create semi-custom software for you, or a unique configuration.

We’re growing nicely, but rather than try to get big, we’re first focused on great real-world results – so you’ll actually get a real human on the phone if needed.

Technically: SwiftCloud is a social network with various products layered on top of it and integrated into it, most notably our eDocs / eSign systems, but we actually started in CRM.

It depends. That’s not a cop-out, it’s that we don’t know what you need, but the best is to play with our pricing page and design a package to suit your needs.

For some industries – say, apartment leasing, it may be free to you, provided you run tenant background checks through us.

For some products, like our new invoicing / billing systems specifically designed for service professionals, it may be free to use, subject to a % of receivables – allowing you to get started quickly and easily, and the software scales as your business grows.

For e-Sign, some docs are super simple – say a petition or waiver, but clients may need a lot of them – say, 1,000,000. Real estate clients might only need 2 contracts signed per month, but that contract is 47 pages with multiple parties and complex logic with multiple sellers and multiple buyers.

Moving forward, we’re moving to “micro-transaction” based metered billing, so any client can jump in, and if you use it a lot you’ll pay more, and small businesses with simple needs will pay very little or even get certain parts for free.

3.0 will be based on “Metered Pricing” – heavy complex users will pay more than simple low-use accounts.

2.0 leverages set subscriptions, but we can adjust these anytime. Unlike some competitors, we don’t lock people in or strong-arm contracts.

Try SwiftCloud Risk Free
or call sales & support at (650) 416-6219

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