{"id":4274,"date":"2021-12-24T09:55:14","date_gmt":"2021-12-24T14:55:14","guid":{"rendered":"http:\/\/swiftcloud.ai\/supportwebadmin\/?p=4274"},"modified":"2021-12-24T09:55:14","modified_gmt":"2021-12-24T14:55:14","slug":"swift-crm-update-2021","status":"publish","type":"post","link":"https:\/\/swiftcloud.ai\/supportwebadmin\/swift-crm-update-2021","title":{"rendered":"Swift CRM &#8211; Year End Update 2021 &#8211; ACH, SMS &#038; More"},"content":{"rendered":"<p>We&#8217;ve been focused on CRM systems lately, and making exciting progress toward integrating everything into an all-in-one system for service based businesses.<\/p>\n<p>Build 2.60 current release includes&#8230;.<\/p>\n<ul>\n<li><strong>ACH Payments<\/strong> &#8211; You can get paid via ACH e-Check, which is best for large payment amounts due to fees. This is great for staffing software, construction CRM, agency services &#8211; any payment more than a few hundred dollars, in which the fees for a credit card get excessive. Currently, this is in free beta &#8211; we don&#8217;t charge per transaction yet, but we&#8217;ll set a flat-rate on them soon (probably something like $2\/each). Funds will flow via Plaid directly into your bank account within a few days. Currently this is only on invoices, but we&#8217;ll add it to auto-draft (agreements \/ subscription \/ leases) next.<\/li>\n<li><strong>Outbound Phone Calling<\/strong> &#8211; we&#8217;ve started building in dialer software, and have added outbound-only phone calling. Over time we&#8217;ll add in more dialer features, including voicemail-drop, call recording, etc. Currently, this is also in free beta, we can see what people do but don&#8217;t yet charge for it. We&#8217;ll continue to improve phone calling throughout 2022.<\/li>\n<li><strong>SMS Marketing<\/strong> &#8211; We&#8217;ve made various improvements to the SMS marketing suite, so now you can add SMSs into marketing sequences, appointment reminders, and any responses will show in the home-feed.<\/li>\n<li><strong>CRM Contact Management<\/strong> improvements &#8211; Dozens of small improvements to the CRM software and specifically contact management, for both groups and individual contacts. The CSV importer has been improved to allow contact-specific tags (i.e. #pastclient), and various changes made as we move to campaign management, in which you can design a &#8220;playbook&#8221; then run that playbook on a group.<\/li>\n<li><strong>Email Marketing software<\/strong> improvements &#8211; reporting has been added, to show you open rates, click-through rates. We&#8217;ve start to associate groups to actions-tracking, so you can for example get a group to <a href=\"https:\/\/swiftcrm.com\/software\/electronic-signature\" target=\"_blank\" rel=\"noopener\">eSign<\/a> a doc, then track who has signed and who hasn&#8217;t (i.e. Bulk eSign, or paid their Union Membership Dues)<\/li>\n<li><strong>Calendar &amp; Scheduler<\/strong>: Calendar is now synced to Android \/ Google Calendar, and has an iCal feed for the Apple iPhone folks as well.<\/li>\n<\/ul>\n<p>and of course, aside from this, we&#8217;ve had dozens of small changes, API updates, integration smoothing, wordpress updates and more.<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>We&#8217;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&#8230;. ACH Payments &#8211; You can get paid via ACH e-Check, which is best &hellip;<\/p>\n<p class=\"read-more\"> <a class=\"\" href=\"https:\/\/swiftcloud.ai\/supportwebadmin\/swift-crm-update-2021\"> <span class=\"screen-reader-text\">Swift CRM &#8211; Year End Update 2021 &#8211; ACH, SMS &#038; More<\/span> Read More &raquo;<\/a><\/p>\n<div class=\"blog_postmeta\"><div class=\"blog-tags\"><ul><li><a rel=\"canonical\" href=\"https:\/\/swiftcloud.ai\/supportwebadmin\/tag\/changelog\">changelog<\/a><\/li><\/ul><\/div><div class=\"blog-categories text-right\"><a rel=\"canonical\" data-toggle=\"tooltip\" data-placement=\"bottom\" title=\"\" href=\"https:\/\/swiftcloud.ai\/supportwebadmin\/category\/changelog\">changelog<\/a><\/div><\/div>","protected":false},"author":7,"featured_media":3158,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-gradient":""}},"footnotes":""},"categories":[438],"tags":[440],"_links":{"self":[{"href":"https:\/\/swiftcloud.ai\/supportwebadmin\/wp-json\/wp\/v2\/posts\/4274"}],"collection":[{"href":"https:\/\/swiftcloud.ai\/supportwebadmin\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/swiftcloud.ai\/supportwebadmin\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/swiftcloud.ai\/supportwebadmin\/wp-json\/wp\/v2\/users\/7"}],"replies":[{"embeddable":true,"href":"https:\/\/swiftcloud.ai\/supportwebadmin\/wp-json\/wp\/v2\/comments?post=4274"}],"version-history":[{"count":1,"href":"https:\/\/swiftcloud.ai\/supportwebadmin\/wp-json\/wp\/v2\/posts\/4274\/revisions"}],"predecessor-version":[{"id":4275,"href":"https:\/\/swiftcloud.ai\/supportwebadmin\/wp-json\/wp\/v2\/posts\/4274\/revisions\/4275"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/swiftcloud.ai\/supportwebadmin\/wp-json\/wp\/v2\/media\/3158"}],"wp:attachment":[{"href":"https:\/\/swiftcloud.ai\/supportwebadmin\/wp-json\/wp\/v2\/media?parent=4274"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/swiftcloud.ai\/supportwebadmin\/wp-json\/wp\/v2\/categories?post=4274"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/swiftcloud.ai\/supportwebadmin\/wp-json\/wp\/v2\/tags?post=4274"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}