SwiftDesign CRM

What it does

Say goodbye to bloated CRMs. SwiftDesign CRM is a minimalist, high-performance workspace for modern agencies. Key Features: - Pipelines & Boards: Drag-and-drop deal management. - White-Label Client Portals: Passwordless magic links with your custom domain. - Native Sheets: Collaborative spreadsheets built right into your CRM. - Companies & Leads: Track client Total Lifetime Value (LTV). - Team Roles: Strict permissions (Owner, Admin, Editor) + MFA.

The all-in-one CRM for modern agencies. Manage sales pipelines, share secure client portals, track activities, and send invoices seamlessly.

SwiftDesign CRM brings your clients, pipelines, and documents into one beautifully simple workspace. Stop fighting your software and start closing deals. 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. Stop losing deals in cluttered external trackers. Our Kanban boards give you total visibility. Use a Private Board for yourself, or collaborate in real-time with your team. With native Client Portals, you share a magic link with a secure token giving clients instant, passwordless access to their portal — where they upload files, create…from swiftdesigncrm.com

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