CRM
Customer Relationship Management (CRM)
This tool is an essential software solution for businesses aiming to enhance their interactions with customers and streamline their sales, marketing, and service processes.
Opportunities are kept in View
Your Pipeline - The opportunities are listed on a card with all the essential information, at each stage you get an overview of your expected revenues.
You can drag and drop onto the pipeline to proceed and the Kanban view will help you organize your opportunities by stage.
Stay Connected with Follow-ups & never miss out
First Call
Schedule Demo
Create Quote
Follow Up Quote
Communication is Key
Incoming emails will be automatically added to your pipeline.
Contact with your team and customers is made from a single place for easy access to information all the time.
Integrates with...
Live Chat
VoIP
SMS
Create Quotations in a Few Clicks
Create great looking professional quotes in just a couple of clicks using our user friendly interface.
Select products from the catalogue and SWiiB will complete the rest.
Turn Reporting Data into Income
Smart decisions are based on accurate real-time data.
Delve deeper into your sales metrics with revenue forecasts, team performance analysis, and custom dashboards.
Implement Automation
Revolutionize lead creation, empower team assignments, supercharge scheduled activities, and unlock your true potential.
Reduce Manual Entry
Easily send quotes with just a few clicks, organize your pipeline using simple drag-and-drop tools, and enjoy a range of other helpful features.
Revolutionize Lead Scoring with AI
Struggling to manage a high volume of leads? Our advanced AI system accurately scores leads, ensuring you prioritize your most important opportunities effectively.
Maximize Lead Potential
Discover, bring in, bring to life, engage, rate, and more.
Keep all lead-related activities organized in one convenient place.