Operations

Contracts

Manage every agreement from draft to renewal.

Overview

A central repository for MSAs, SOWs, NDAs, and amendments. Track contract status, expiry dates, approval flows, and provide clients a read-only portal — all without leaving the CRM.

Try Contracts free View pricing

Key capabilities

Multiple contract types (MSA, SOW, NDA)
Amendment tracking
Approval workflow
Expiry date reminders
PDF generation
Client read-only portal
Linked to accounts & projects
Version history

app.swiftlycrm.com/contracts

Related features in Operations

Invoicing

From closed deal to paid invoice without friction.

Projects & Milestones

Deliver on every promise you make.

AI Meeting Intelligence

Turn every meeting into actionable insight.