WRONG COMPANY? We get a lot of people coming to this domain to cancel a subscription who want FormSwift, which is not us. We have no affiliation with that company, just a coincidental name. This is SwiftCloud. We own the…
Summer 2024 Updates
There’s a LOT since the last update – exciting stuff: let’s dive in. First, the core: SwiftCloud.ai runs on an all-new system built for scale, speed, and around AI. Everything is API driven, and we mean the entire app –…
Autoresponders / Appointment Reminders / Lead Nurturing
Summer 2024 Update: Below shows 2.0, but the concepts are fine. The user interface has some updates now related to AI-based response handling (tip: Think of AI email as a slow-speed chatbot). This is left intact because the training and…
Affiliate Tracking
TIP: You can append “partner=XXXX” to any URL on SwiftCloud, and we’ll track you as the affiliate partner. We have a Partner’s Program, for agencies, value-adding partners, media & influencers, etc. This same system works for your account too. The…
Static WordPress Forms
The TL;DR: SwiftCloud has awesome Static WordPress Forms handling. Any website can feed Static WordPress Forms into SwiftCRM. We use the great Simply Static on many sites, including this one. It adds security & speed, by changing to a “headless”…
SwiftCloud 3.0: Update Your URLs
If you’re seeing this page, your URLs need to be updated to SwiftCloud 3.0. All urls should start with “preview.SwiftCRM.com”, or your mapped domain, not “Portal.SwiftCRM.com We are on the following timeline: No New Docs on 2.0: SwiftCloud 2.0…
Aug 2022 Update: SwiftCloud 3.0 + Legacy Mode 2.0
We’ve been quiet because we’re hard at work on…. SwiftCloud 3.0 It’s early yet, so we can’t say much about it, but rest assured we’re plenty committed to automation for small businesses. Note SwiftCloud 2.0 is already in “Legacy Mode”,…
Inbound Email
SwiftCloud contains a comprehensive messaging suite, including email tools. This article is focused on specifically setup of your inbound email. Here’s what you need to know: Step 1 of 2: Enable “IMAP” on your email service. Click to learn more….
Change Password
Changing your password is easy, once you know where to look. Step 1: Get logged in. TIP: Need to reset your password? Click https://crm.swiftcrm.com/resetting/request to trigger a reset. A password reset link will be set to your email, if the…
Swift CRM – Year End Update 2021 – ACH, SMS & More
We’ve been focused on CRM systems lately, and making exciting progress toward integrating everything into an all-in-one system for service based businesses. Build 2.60 current release includes…. ACH Payments – You can get paid via ACH e-Check, which is best…
