CRM Software

This is the documentation home + onboarding guide for Swift CRM.

In this we’ll cover…

  1. Managing Contacts
  2. Proposals / Estimates / Invoices / Quotes / Receipts
  3. Sequences – Automated Follow Up
  4. Managing Deal Flow via tags, workflow (tasks / projects system)
  5. Roles, Custom Project Types, Custom Field Config other Custom Settings
  6. Importing Contacts into SwiftCRM
  7. Sales Leads Distribution
  8. Bulk Email, Bulk SMS, Bulk Phone Call (Phone Campaign)
  9. Portal Systems for working with clients, managing payments, secure messaging

Managing Contacts in SwiftCRM

OVERVIEW of Contacts. This is not the deep dive, but may be enough to get you started if you prefer to explore and just dive in.

2. Proposals / Estimates / Quotes / Invoices / Receipt / Purchase Order / Credit Memo.

That’s a lot, but you can see the pattern – they are all one system. These are ways of listing detailed items to some amount of money that you either propose to do, or have already done, with various statuses.

See separate article for that at Invoice Support

3. Sequences: This includes both…

  • Automated follow-up after any event
  • Appointment Reminders

For us, it’s all one system, the only variance is the type of trigger.

See separate support system at Sequences

4. Managing Deal Flow

  • 4a. You can use Contacts + Tags + Tag-Score (see above video) for now.
  • 4b. A more robust Tasks / Projects system designed especially for repeatable-workflow (often sales!) is already well into development.

5. Roles, Custom Project Types, Custom Field Config other Custom Settings

Video coming soon (Aug 2020) for this. Most of it already works, you can find it in Profile >> About Your Business.

 

6. Importing Contacts into SwiftCRM

Currently this must be done via CSV (Comma Separated Value) or TSV, and is best done by us for you, as it can get a bit complex.

Note we have 2 separate methods of storing contacts:

  1. Spreadsheet “Shallow” contacts, typically for prospects, raw data scraped or imported, or old “cold” leads you haven’t contacted in a while. If you have 10,000 records (or more) and your intent is marketing, use this.
  2. Social “Deep” contacts, typically for active real past clients you have done business with. With these clients you can share files, charge them and/or store a card on file, see their complete history, etc – this is CRM type data.

7. Sales Leads Distribution

Coming soon; contact us for private beta invite. Common options include Round Robin, hours of operation, language spoken or time zone.

8. Bulk Email, Bulk SMS, Bulk Phone Call (Phone Campaign)

Bulk email already works; bulk SMS is invite-only, as it is easily abused. Note SMS marketing requires your own Twilio account, so any abuse – including potential Do Not Call violations – will be entirely your responsibility. Individual SMS works now within Contact Details.

Running a phone campaign is similar to bulk email – you create a group, then we’ll help you call through a list with clear grouping by status.

9. Portal systems

Much of this already works, but configuration is not streamlined. Contact us with what you want to happen.

Was this article helpful?YesNo
Ah, sorry to hear this. We'll look into updating this item.
What could we do to improve this?