SwiftlyCRM
22 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
Configurable
Contracts
Invoicing
AI
Voice
Projects
Reports
Commissions
Pipeline
Performance
Tasks
Email

Sales

7 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

Configurable Pipeline & Custom Fields

Shape the CRM around how your team actually sells.

8 capabilitiesLearn more

Operations

9 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

AI Meeting Intelligence

Turn every meeting into actionable insight.

8 capabilitiesLearn more

Voice Notes & Transcription

Speak it; we'll write it up.

8 capabilitiesLearn more

Projects & Milestones

Deliver on every promise you make.

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

Pipeline & Leakage Monitor

Catch the deals slipping through the cracks.

8 capabilitiesLearn more

Performance & Strategy

See what's really driving revenue.

8 capabilitiesLearn more

Platform

6 modules

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

Tasks & Activities

Never let a follow-up fall through the cracks.

8 capabilitiesLearn more

Email & Templates

Send tracked, on-brand emails from the CRM.

6 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 22 modules - included on every plan

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

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