Custom URLs

You can customize all your URLs in SwiftCloud / Swift CRM. More precisely, you can… Change the ending to something short, human-friendly, easy to say if needed. You can also change the base URL with “domain mapping”. This video explains:…

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Timeclock

DEC 2020: Timeclock alpha is released, and free through Summer 2021. After that, we will probably have a free level + paid level. It’s very, very simple for now, but should do the trick. If you need a simple timeclock…

SwiftCloud Email Marketing

Email in SwiftCloud

This will become the main help file for Email in SwiftCloud, aka SwiftEmail.com. Click any link to see various specific topics. Note SwiftCloud contains… One to One Email / One to Few – regular style email (see Contact Details) One…

Redirect Logic

Conditional Redirect

We are working on Conditional Redirect, so that if a user for example clicks X, send to A, but if they click Y, then send them to B after they eSign, or pay a bill, etc. TIP: RELATED: See “Conditional…

e-signature on phone

Conditional Logic Forms

We’ve added an exciting new feature to our electronic signature system, which is… TIP: RELATED: See also “Conditional Redirect“ Branching / Conditional Logic What’s that? Glad you asked…. MOST COMMON USES: e-Waiver: Are you over 18? // if under, get…

star reviews software

Default Review Form

You have not yet set your default review page. How to fix: Easy! Just 2 steps: Create a review form if you haven’t already (or clone a template then edit it) Set the default on your reviews section of your…

Computer Code

API: Calendar

SwiftCloud’s / SwiftCRM’s Calendar is API driven for both internal and external use. HEADS UP! You’ve stumbled into a very technical post. Most users will never need this. If any of the below seems scary and unfamiliar to you, contact…

Contacts Manager

Contacts

One major unique strength of SwiftCloud is that we are a social network, with a full contact editor. Below is an overview of editing contacts – the basic version. We’ll take a deeper dive video soon. When this matters and…

Sign and Pay

Getting Paid

We have many ways to collect money in SwiftCloud, which are… Invoice / Estimate / Proposal / Receipt System Shopping Cart / SwiftShop / e-Store Landing Pages or Sales Page Signup-with-Product (i.e. Memberships) e-Sign In-Doc Mode “Sign & Pay” –…

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Membership / Recurring Billing Software

The same software we use internally to bill for SwiftCloud is now a product anyone can use. Use this for… Agency Services – i.e. PPC Coaching Membership Website Offline Memberships Property Rental Club Management Union Management Box of the Month…