SwiftDesign CRM
Manage clients, pipelines, and documents in one simple workspace
SwiftDesign CRM unifies client management, sales pipelines, and documents in one clean workspace. Track pipeline value, forecast revenue, and visualize deals on Kanban boards. Share secure client portals with magic links for uploads, folders, and native chat. Create rich client profiles, manage spreadsheets and text docs, and send invoices without switching tools. Use private or team boards, monitor top clients with real-time dashboards, and get started fast with a generous free plan.
Use the code BETALIST30 for 30% off your first 12 months
