A complete toolset for modern agencies.
Every tool you need to operate at peak efficiency, built directly into one beautifully simple workspace.
Total visibility over your operations.
The Dashboard gives you instant access to your active pipeline value, total sold revenue, and a visual doughnut chart that automatically highlights your top 8 highest-paying clients to prevent clutter. The Activity log records actions taken across your entire workspace in real-time.
- Track top 8 highest-paying clients
- Real-time pipeline distribution sync
- Dynamic revenue and pipeline metrics
From prospect to Lifetime Value.
Leads are locked to a single initial negotiation. When a Lead is Won, they automatically convert into a Company. Companies unlock advanced deal management where you can add multiple upsells, and the system automatically calculates their Total Lifetime Value (LTV) by summing all their closed deals.
- Track client Total Lifetime Value (LTV)
- Closed Leads auto-convert to Companies
- Manage multiple deals & upsells per client
- Timeline, notes, and document history
Drag-and-drop deal management, private or collaborative.
Track your deals from first contact to close. Use "My Board" for a private, personal Kanban board that only you can see. Switch to "Workspace Board" for a collaborative board where your entire team can drag and drop cards and update deals in real-time.
- My Board is 100% private
- Workspace Board for real-time team collaboration
- Instant drag-and-drop updates
Manage team operations and calling lists.
Create tasks and assign them to specific team members. Manage calling lists, view all tasks assigned to you, set hard deadlines, and track follow-up dates. Tasks give your whole team a clear picture of who needs to do what and when.
- Assign tasks to any team member
- Manage calling lists
- Set deadlines and follow-up dates
- View all tasks assigned to you
Secure magic link access — fully white-labeled.
Share a magic link containing a secure token with your client. They instantly access their dedicated portal without ever creating a password. On Pro and Company tiers, your portals are fully white-labeled replacing Swiftdesign branding with your own Custom Domain, workspace Name, and Logo.
- Passwordless magic link access
- White-label Domain, Name & Logo
- Upload documents, images, and videos
- Create and organize folders
From offer to invoice in a single click.
Convert accepted offers directly into Invoices without recreating them. Owners can connect a custom email domain to send offers under your own brand. You can also easily email invoices straight to your clients directly from the CRM.
- Connect your custom domain (Owner only)
- Directly email invoices to clients
- Upload your custom company logo globally
- Convert Offers directly to Invoices
Native spreadsheets and documents inside your CRM.
Build and edit spreadsheets and text documents natively within the CRM—no need for external Docs or Excel. Create private sheets for your own eyes, or collaborate in real-time on Workspace Sheets with your entire team. The Free plan includes up to 5 sheets.
- Native spreadsheets (.xlsx style)
- Rich text documents
- Real-time team collaboration
- Private vs Workspace visibility
Secure file storage with white-label sharing.
Upload, organize, and share files with precision using folders and bulk actions. Generate secure sharing links for entire folders (requires a paid plan) that are fully white-labeled with your Custom Domain, company Name, and Logo. Shared links are secure preview & download only.
- White-label folder sharing (Domain, Name, Logo)
- Nested folder organization & Bulk delete
- Shared links: preview & download only
- Max file sizes: 500MB (Free) or 5GB (Paid)
Three distinct roles with strict permission boundaries.
Owner has unrestricted access and is the only role that can change the Workspace Name, Currency, manage Stripe Billing, and delete users. Admin can invite and edit members but cannot touch Owner settings or billing. Editor handles standard operations — Leads, Companies, Tasks, Portals, and Sheets — but has strictly no access to Send Offer, Invoicing, Documents, or Team settings. Note: Inviting team members requires a paid plan.
- Owner: full access, billing, workspace, user deletion
- Admin: manage members only, no billing access
- Editor: standard ops, no Invoicing or Documents
- Team Invites (Paid Plans Only)
Customization, security, and white-labeling.
Adjust your workspace currency, configure your Custom Domain for white-labeling, or set up Google Authenticator (MFA) for added security. Tutorials are built directly into the CRM to help onboard new team members.
- Custom Domain & White-Label config
- Google Authenticator MFA support
- Currency: USD, NOK, SEK, DKK, EUR, GBP
- Text-based tutorial guides included
Centralized catalog for automated pipeline tracking.
Build a centralized team catalog of your offerings. Attach products directly to Leads and Companies to instantly calculate their initial deal value. Track exactly which services are generating your active pipeline value and closed revenue from a dedicated dashboard.
- Centralized workspace product catalog
- Auto-calculate Deal value on attachment
- Track Pipeline vs Revenue per product
- Seamlessly migrates on Lead conversion
Enterprise-Grade Security.
Every layer of our infrastructure is engineered to guarantee absolute security, privacy, and performance.
AES-256 Encryption
All data and documents are encrypted at rest and in transit. Your contracts are invisible to anyone without authorized access.
Global Edge Network
Our application is globally distributed, ensuring instant load times regardless of where you or your clients are located.
Isolated Workspaces
Strict database isolation protocols completely separate your data from other tenants, eliminating any cross-contamination risk.