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What is Workiz?

Workiz stands out as the premier all-encompassing FSM platform driven by artificial intelligence and automation, gaining the trust of more than 120,000 professionals throughout North America. The Genius Suite, which includes features like Genius Answering and AI Dispatcher, is designed to enhance operational efficiency, increase revenue, and provide outstanding customer service. Attract more clients through integrations with platforms such as Angi, Thumbtack, and Google Local Services Ads. Keep your customers engaged with instant communication through the Workiz mobile application, while overseeing all aspects of your business from a single, robust dashboard. Additionally, easily connect with tools like QuickBooks, Stripe, and CompanyCam to streamline your processes and foster intelligent growth. With these capabilities, Workiz empowers businesses to thrive in an increasingly competitive landscape.

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.

Media

Media

Integrations Supported

AnswerForce
Asset Integrity Hub (AIH)
Authorize.Net
Beeline Routes
CompanyCam
Facebook
Google Analytics
Google Calendar
Mailchimp
Make
Microsoft Outlook
NZ Leads
QuickBooks Online
QuickBooks Online Advanced
RealWork
Stripe
SwiftCloud
Twilio
Zapier
Zoom

Integrations Supported

AnswerForce
Asset Integrity Hub (AIH)
Authorize.Net
Beeline Routes
CompanyCam
Facebook
Google Analytics
Google Calendar
Mailchimp
Make
Microsoft Outlook
NZ Leads
QuickBooks Online
QuickBooks Online Advanced
RealWork
Stripe
SwiftCloud
Twilio
Zapier
Zoom

API Availability

Has API

API Availability

Has API

Pricing Information

$187/month
Free Trial Offered?
Free Version

Pricing Information

$19.00/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

Workiz

Date Founded

2015

Company Location

United States

Company Website

workiz.com

Company Facts

Organization Name

SwiftCloud

Date Founded

2015

Company Location

United States

Company Website

www.swiftcrm.com

Categories and Features

Carpet Cleaning

Billing & Invoicing
Customer Management
Dispatch Management
Equipment Tracking
Mobile Access
Online Booking
Scheduling
Work Order Management

Electrical Contractor

Billing & Invoicing
Commercial / Industrial
Contract Management
Customer Database
Electronic Signature
Mobile Access
Quotes / Estimates
Scheduling
Time Tracking
Work Order Management

Equipment Maintenance

Customer Database
Dispatch Management
Equipment Tracking
Inventory Control
Job Management
Maintenance Scheduling
Warranty Tracking
Work Order Management

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Garage Door

Billing & Invoicing
Contract Management
Customer Management
Dispatch Management
Equipment Tracking
Inventory Management
Job Costing
Scheduling
Warranty Tracking

Handyman

Billing & Invoicing
Dispatch Management
Electronic Signature
Inventory Management
Mobile Payments
Payment Processing
Quotes / Estimates
Time Tracking
Work Order Management

HVAC

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Maintenance Scheduling
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Janitorial

Bid Management
Billing & Invoicing
Client Management
Employee Scheduling
Inventory Management
Mobile Access
Payroll Management
Quality Control
Surveys & Feedback
Time Tracking
Work Order Management

Limo

Accounting / Payroll
Customer Management
Dispatching / Navigation
Driver Management
Job Dashboard
Pricing Management
Reservation Management

Locksmith

Billing & Invoicing
CRM
Dispatch Management
GPS Tracking
Inventory Management
Mobile Access
Payment Processing
Scheduling
Work Order Management

Plumbing

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Service Dispatch

Billing & Invoicing
Call Center Management
Contract Management
Customer Database
Inventory Control
Job Management
Job Tracking
Mobile Access
Routing
Scheduling
Self Service Portal
Service History Tracking
Technician Management
Work Order Management

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

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

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