Swift Cloud SMB Growth Systems – SwiftCloud

Swift CRM Software

Web Based Online Small Business CRM (Client Relationship Manager)

Market, Sell, Fulfill & Get Paid - Fast, Easy, Organized & Efficient

NEW! SwiftCloud 3.0 – Enterprise, Sharing, Marketing, AI & More

CRM Software to run your business smoothly

We’re not the biggest. We try harder.

If you want a technology partner, and are a good fit for us, you’ll be amazed and supported like no other company. If not a fit, we’ll tell you up front.

SwiftCloud 3.0 is a powerful suite of systems that work perfectly together, or we can solve a single problem.

Let’s start with your Sales Pipelines, then import contacts and you’ll be up in minutes.


CRM Software to run your entire service business.


Search contacts, groups, tags, custom roles...


Get compelling offers to your audience to guide sales.


Calendar & self scheduler + optional payment & eSign

Cloud Drive

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


Billing, invoicing, accounting + online payments portal.


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

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

The Best Small Business CRM for Services Providers

Swift CRM Software Overview

Are you managing your business and sales with a mix of email inbox and post-it notes? 

If you’re chasing 5 deals, no problem. You’ll remember what you need. If you’re chasing 500, you need us. We’ll help you automate, streamline, get back more time, close more sales, work more efficiently, see who’s doing what, get your team on the same page, and get more sales with less time & effort.

Electronic Waiver Software

Powerful eDocs with e-Sign, Payments, Scheduling

Our #1 strength is our e-Docs platform with nearly infinite customization options, “Codeless” forms, legally binding e-Sign, Payments, Scheduling, Media, File uploads, if-then logic, “Rich / Live Data” feeds in-doc (i.e. dashboards), reviews, referrals, & more. Capture is just the start: once captured, where should your data flow? What automation should get triggered? Who gets notified? 

We’ve got this down cold and will challenge any provider globally on this. Anything you need we can do.

Workflows Your Way: Customizable CRM

Do you sell multiple products or services? SwiftCRM is strong at highly customizable repeatable sales cycles – we help you track and automate deal-flow.

Setup custom Sales Opportunity Types, custom assets (i.e. a service truck, or rental unit), link it to a scheduler, then automate dispatch. Clone invoices to speed up quote-to-cash, take any credit card, store cards on file. See a client’s complete history including email & SMS text messages. Document & scale operations with “Playbooks”.

We aim to grow your company. What can we knock down today?

Digital Waiver Software

The Best CRM for Recurring-Business Workflows

Is repeat business, referrals, or subscriptions a big part of what you do? We’re a great fit.

Because Swift CRM is built on SwiftCloud’s Social Network Backend, this gives you a Client Portal, deep company history, multi-product sales tracking, referrals & reviews syndication.

Easily tag, and even tag-score any client, cross-link contacts, save files, dates, accounting to any contact.

Swift CRM Software Features


Connect to other software, social media, and SwiftCloud's suite of tools to run faster, better, easier.

Branded To You

Make SwiftCloud your own. Your logo, your colors, your domain. Connect your website, phone, email & social.

Works Anywhere

Your Online Waiver Software 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 for Free Today

You’ll ❤️ it, Guaranteed.

Guarantee Seal

Click here to Start a Free Trial.

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. 

* Trial is Subject to Volume limits.

Guarantee Seal

Trusted by over 30,000 companies and professionals including…

Getting Started is Easy…

1. Checkout Below

Checkout below with your best guess level. Revise anytime.

2. Import Your Data

Import a CSV of Contacts & schedule a free customization call

3. Protect Your Business

Connect your website, setup tablets or kiosks. Need more help? Just ask.

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


Common Questions about Swift CRM Software

If you don’t have a CRM, we can help gather contacts and unify your data. Often this is a mix of phone data, sticky post its, email software. 

You’ll love having 1 system of record.

If you already have a CRM, usually we migrate via exporting then importing data. We can help you with this (free, by request).

If you’re a good fit for us, we’ll set you up for free & manage the migration (if applicable. If not, gather up those sticky notes!).

Most clients have a mix of contacts and need us more than they know!

If you either have no CRM (and a mix of notes, emails, phone calls), we can help. If you’re coming over from another CRM, we’ll typically get a CSV / Excel File / Spreadsheet to import.

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 – discuss with us, but this not uncommon for youth sports, ski and snow, etc.. Most clients simply choose an annual plan.

The system will keep working, it’ll just get more expensive since you’ll move to metered. Since you can upgrade or downgrade anytime, the best option is just pick whatever you think will work and go from there, and we’ll tune as you go.

We like to help. It’s fun to hear about real-world use for programmers!

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.

We can do things paper never could, and paper has a host of issues, such as participants crossing out a section they dislike, which could get missed by staff, or claiming they didn’t have time to read it in advance (posting on your website can help disavow this).

SwiftCloud’s Electronic Waiver software allows signature on phone, tablet, kiosk, website. Things like address autofill, email validation, phone SMS piping, variable authentication, media embed were never possible with paper.

Yes! Nearly every country, including the USA, EU, UK and more have electronic signature laws.

Note the portion you see is just for humans. There’s also a Digital Signature, which is not the same thing. An Electronic Waiver is just an e-Waiver with a corresponding digital signature.

They are not only legally binding, they are actually better than paper. Sections cannot be crossed out, signers are searchable, data can be validated and more.

Quick-Start: 7 Day Free Trial, Cancel Anytime.

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

Start Free, then $27/mo.

We only have 1 package at this time – start now for “grandfathered pricing” options. New features + packages coming summer 2024.

A note on cost: CRM Software should MAKE you money. If you’re concerned about cost, let’s chat.
Our real concern: How can we 10x your software investment with us? Schedule a call after checkout to learn more.

SAVE with Annual Plans!

CRM Software Videos

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