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What is SwiftCase?

Effortlessly manage your workload with confidence. You have the ability to arrange your responsibilities into efficient workflows that align with your personal working methods. By automating these workflows, you can accomplish more in less time. Furthermore, by connecting your applications, you ensure that all your data remains coordinated throughout your organization. Transitioning from: Misplacing sticky notes, sending countless emails, and maintaining a cumbersome spreadsheet for tasks that lead to constant frustration. To: A centralized hub where all your tasks are neatly organized, seamlessly communicating with your apps and even handling some tasks on your behalf, enhancing your productivity and reducing stress.

What is HoneyBook?

HoneyBook simplifies the process for solo entrepreneurs to interact with their clients, oversee projects, and receive payments seamlessly within a single platform. By utilizing our business management software, you can streamline your administrative tasks and keep track of your responsibilities, ultimately conserving both time and financial resources to foster your business growth. It functions much like a personal assistant dedicated to your needs. Equipped with features such as proposals, invoices, contracts, payment processing, and scheduling, HoneyBook provides all the essential tools required to ensure your clients have a remarkable experience. In doing so, it empowers you to focus on what truly matters—building lasting relationships with your customers.

Media

Media

Integrations Supported

Dropbox
Gmail
HubSpot CRM
HubSpot Customer Platform
Microsoft 365
Xero
Microsoft Excel

Integrations Supported

Dropbox
Gmail
HubSpot CRM
HubSpot Customer Platform
Microsoft 365
Xero
AWeber
AppointmentCore
Evernote
FreshBooks
Great Question
Hive
Insightly
Kit
Shopify
Square Payroll
Square for Retail
Trello
Twilio

API Availability

Has API

API Availability

Pricing Information

$15.99/month/user
Startup / Professional / Premium Packages. Please contact for Enterprise.

Licenses charged per user per month or 2000 API Requests
Free Trial Offered?

Pricing Information

$19 monthly ($16 annually)
Try our Starter plan for $19/mo, or $16/yr.

Features included in starter plan:

Unlimited clients and projects
Invoices and payments
Proposals and contracts
Calendar
All professional templates
Client portal
Basic reports
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

LivePoint

Date Founded

2013

Company Location

United Kingdom

Company Website

www.swiftcase.co.uk

Company Facts

Organization Name

HoneyBook

Date Founded

2013

Company Location

United States

Company Website

www.honeybook.com

Categories and Features

Business Process Management

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Categories and Features

AI CRM

Not specified

Appointment Scheduling

Appointment Reminders
Automated Scheduling
Calendar Sync
Online Booking
Online Payments
Recurring Appointments

AR Automation

Not specified

Billing and Invoicing

Billing Portal
Contact Database
Customer Portal
Customizable Invoices
Hourly Billing
Invoice History
Mobile Payments
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Tax Calculator

Bookkeeping

Billing & Invoicing
Expense Tracking
Fixed Asset Management
Revenue Recognition

Business Management

Billing & Invoicing
CRM

Coaching

Not specified

Contract Management

Completion Tracking
Electronic Signature
Pre-built Templates
Version Control
Workflow Management

CRM

Calendar/Reminder System
Email Marketing
Quotes / Proposals
Social Media Integration
Task Management

Customer Experience

Not specified

Customer Satisfaction

Not specified

Dog Training

Not specified

Event Booking

Not specified

Event Management

Not specified

Florist

Customer Account Profiles
Order Management

Interior Design

Not specified

Invoice Generators

Not specified

Operations Management

Not specified

Payment Processing

ACH Check Transactions
Debit Card Support
Mobile Payments
Online Payments
Receipt Printing
Recurring Billing
Signature Capture

Personal Trainer

Not specified

Photography Studio

Appointment Scheduling
Billing & Invoicing

Project Management

Client Portal
Collaboration Tools
Customizable Templates
Time & Expense Tracking

Proposal Management

Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Pipeline Management
Templates
Version Control

Scheduling

Calendar Management
Room Booking Management

Tutoring

Not specified

Venue Management

Billing & Invoicing
Contract Management
Customer Management
Event Management
Multi-Facility
Reservations Management
Sales Management

Wedding Planning

Not specified

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Mobile Access
Task Management
Third Party Integrations
Workflow Configuration

Yoga Studio

Not specified

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