Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 1 Rating

Total
ease
features
design
support

Alternatives to Consider

  • HubSpot CRM Reviews & Ratings
    23,936 Ratings
    Company Website
  • Pipedrive Reviews & Ratings
    8,428 Ratings
    Company Website
  •  monday sales CRM Reviews & Ratings
    1,500 Ratings
    Company Website
  • EASA Reviews & Ratings
    18 Ratings
    Company Website
  • Shape Software Reviews & Ratings
    129 Ratings
    Company Website
  • Act! Reviews & Ratings
    40 Ratings
    Company Website
  • incentX Reviews & Ratings
    4 Ratings
    Company Website
  • InfoFlo Reviews & Ratings
    188 Ratings
    Company Website
  • Odoo Reviews & Ratings
    1,554 Ratings
    Company Website
  • Crexi Reviews & Ratings
    3,130 Ratings
    Company Website

What is SwiftCRM?

CRM Solutions Tailored for Small Enterprises. Comprehensive tools for managing customer relationships, support, and sales are essential. With your busy schedule, the last thing you need is another application to manage. SwiftCRM offers an innovative solution that surpasses conventional CRMs. It empowers you to automate tasks and communicate via emails, calls, and even postal mail all within the platform, eliminating the need for tedious copy-pasting. Additionally, SwiftCRM features the industry's most adaptable sales dashboard, ensuring that you and your team can work comfortably with customized language, statuses, labels, and deal flows that align seamlessly with your existing processes. In essence, software should cater to human needs, ensuring a smooth and efficient user experience. By choosing SwiftCRM, you'll minimize distractions and maximize productivity.

What is Daylite for Mac?

Daylite is a customer relationship management tool tailored for small enterprises that operate on Mac systems. It manages a wide array of tasks, including client interactions, follow-up schedules, and intricate project information, while also monitoring future actions. This comprehensive functionality is seamlessly offered within a single application. It allows for integration with Apple Mail as well as Apple Contacts and Calendars, enabling smooth collaboration among team members. Additionally, users have the flexibility to work offline, ensuring productivity is maintained even without internet access. This versatility makes Daylite a powerful ally for small business operations.

Media

Media

Integrations Supported

Chat Agents
Direct Mail
Facebook
Google Analytics
Google Calendar
HubSpot Operations Hub
Mailchimp
Make
Memtime
Merlin Project
Quickwork
Raklet
SaveMyLeads
Stackreaction
SwiftCloud
Twilio
Wufoo
Xero
Zapier

Integrations Supported

Chat Agents
Direct Mail
Facebook
Google Analytics
Google Calendar
HubSpot Operations Hub
Mailchimp
Make
Memtime
Merlin Project
Quickwork
Raklet
SaveMyLeads
Stackreaction
SwiftCloud
Twilio
Wufoo
Xero
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

$19.00/month/user
Free Trial Offered?
Free Version

Pricing Information

$29.00/month/user
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

SwiftCloud

Date Founded

2015

Company Location

United States

Company Website

www.swiftcrm.com

Company Facts

Organization Name

Marketcircle

Date Founded

1999

Company Location

Canada

Company Website

www.marketcircle.com

Categories and Features

CPQ

2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Proposal Management

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control

Real Estate CRM

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Real Estate CRM

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

Work Management

Access Roles / Permissions
CRM
Calendar Management
Collaboration Tools
File Storage / File Sharing
Kanban
Messaging / Discussion
Performance Metrics
Project Management
Reporting / Analytics
Resource Management
Strategic Planning
Task Management
Time Tracking
Version Control
Workflow Management

Popular Alternatives

Popular Alternatives

HubSpot CRM Reviews & Ratings

HubSpot CRM

HubSpot
SpinOffice CRM Reviews & Ratings

SpinOffice CRM

Mulberry Garden