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Average Ratings 0 Ratings

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features
design
support

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Write a Review

Description

CRM Software for Small Businesses. Complete Customer Relationship Management, Helpdesk and Sales Tools. You are busy. You don't need another software program to keep you updated. SwiftCRM is a better alternative to traditional CRMs. SwiftCRM allows you to automate more and send emails, calls and postal mail directly through the application. You don't have to copy and paste. SwiftCRM is the most customizable sales dashboard in industry. This means that you and your team will feel at home with the language, statuses, labels, and deal flow that are compatible with your systems. Software should be compatible with humans, not vice versa.

Description

Forge enduring connections that stand the test of time through the power of data intelligence and multi-faceted marketing approaches. The evolving landscape of CRM emphasizes Relationship Engagement, and Usherpa exemplifies simplicity in this domain. With our seamless and reliable platform combined with advanced data intelligence, we unlock opportunities that are worth your investment. When equipped with the right resources, fostering repeat business and securing lifelong referrals becomes a straightforward endeavor. Usherpa is the ultimate CRM solution you will ever need. Say goodbye to the bland and uninspiring content of the past; Usherpa delivers tailored, localized, and automated narratives crafted by industry experts that truly resonate with your leads, clients, and partners, ensuring meaningful and productive relationships endure. Eliminate any anxiety regarding your success! Usherpa’s user-friendly CRM showcases opportunities in an accessible format, providing all the essential tools to keep you on your clients' radar, attract referrals, and expand your business. Moreover, Usherpa designs a marketing strategy that aligns seamlessly with your workflows, ensuring your sales pipeline remains consistently full and vibrant. This approach not only streamlines your processes but also enhances your ability to connect with your audience in a genuine way.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Zapier Yes 
Axis LMS No 
Facebook Yes 
Google Analytics Yes 
Make Yes 
Sales Boomerang No 
SwiftCloud Yes 
TrustEngine No 
Twilio Yes 

Integrations

Zapier Yes 
Axis LMS Yes 
Facebook No 
Google Analytics No 
Make No 
Sales Boomerang Yes 
SwiftCloud No 
TrustEngine Yes 
Twilio No 

Pricing Details

$19.00/month/user
Varies by plan; separate lower pricing for waivers and petitions; highly flexible system. Free done-for-you setup offer.
Free Trial Yes 
Free Version Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

SwiftCloud

Founded

2015

Country

United States

Website

www.swiftcrm.com

Vendor Details

Company Name

Usherpa

Founded

2008

Country

United States

Website

usherpa.com

Product Features

CPQ

2D Drawing Yes 
3D Modeling No 
Approval Workflow Yes 
Guided Selling Yes 
Product Configurator Yes 
Proposal Generation Yes 
Quotes / Estimates Yes 
Renewal Management Yes 
Self Service Portal Yes 
eCommerce Yes 

CRM

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

Proposal Management

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

Real Estate CRM

Campaign Management Yes 
Client / Property Matching No 
Contact Management Yes 
Dashboard Yes 
Email Marketing Yes 
Interaction Tracking Yes 
Lead Management Yes 
Property Alerts No 
Referral Tracking Yes 
Segmentation Yes 

Product Features

Real Estate CRM

Campaign Management No 
Client / Property Matching No 
Contact Management No 
Dashboard No 
Email Marketing No 
Interaction Tracking No 
Lead Management No 
Property Alerts No 
Referral Tracking No 
Segmentation No 

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