SwiftlyCRM
18 powerful modules

Everything for B2B sales teams

From the first cold lead to the signed contract and collected invoice — SwiftlyCRM handles every step in one platform.

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app.swiftlycrm.com/features
Sales
Contacts
Lead
Proposals
Market
Sales
Contracts
Invoicing
Projects
AI
Reports
Commissions
Tasks
Email
Team
Notifications
File
Dashboard

Sales

6 modules

Everything your sales team needs from first touch to closed deal — pipeline, contacts, proposals, research, and more.

Sales Pipeline

Visualise every deal from lead to close.

8 capabilitiesLearn more

Contacts & Accounts

A single source of truth for every relationship.

8 capabilitiesLearn more

Lead Finder

Discover new prospects without leaving the CRM.

8 capabilitiesLearn more

Proposals

Send polished proposals in minutes.

8 capabilitiesLearn more

Market Research

Know your market before you enter it.

8 capabilitiesLearn more

Sales Tracker

Set targets and watch your team crush them.

8 capabilitiesLearn more

Operations

6 modules

Contracts, invoicing, project delivery, AI insights, reporting, and commissions — all in one place.

Contracts

Manage every agreement from draft to renewal.

8 capabilitiesLearn more

Invoicing

From closed deal to paid invoice without friction.

8 capabilitiesLearn more

Projects & Milestones

Deliver on every promise you make.

8 capabilitiesLearn more

AI Meeting Intelligence

Turn every meeting into actionable insight.

8 capabilitiesLearn more

Reports & Analytics

Custom reports that answer the questions that matter.

8 capabilitiesLearn more

Commissions

Motivate your team with transparent, automated commissions.

8 capabilitiesLearn more

Platform

6 modules

Tasks, team chat, email campaigns, notifications, file management, and your command-centre dashboard.

Tasks & Activities

Never let a follow-up fall through the cracks.

8 capabilitiesLearn more

Email Campaigns

Reach your prospects at the right moment.

8 capabilitiesLearn more

Team Chat

Keep your team conversations inside the CRM.

8 capabilitiesLearn more

Notifications

Stay on top of everything that matters.

8 capabilitiesLearn more

File Management

A shared drive that knows who can see what.

8 capabilitiesLearn more

Dashboard

Your entire business at a glance.

8 capabilitiesLearn more

All 18 modules — included on every plan

No feature gating. No upsells. Just usage limits that grow with your team.

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