Average Ratings 0 Ratings
Average Ratings 6 Ratings
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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
Workiz is the leading all-in-one FSM platform powered by AI and automations, trusted by over 120,000 professionals across North America. Our Genius Suite, featuring Genius Answering and AI Dispatcher, helps streamline operations, boost revenue, and deliver exceptional customer experiences.
Win more jobs with integrations like Angi, Thumbtack, and Google Local Services Ads. Impress customers with real-time communication via the Workiz mobile app, and manage your entire business from one powerful dashboard.
Seamlessly integrate with tools like QuickBooks, Stripe, and CompanyCam to simplify workflows and grow smarter.
API Access
Has API
Yes
API Access
Has API
No
Integrations
AnswerForce
No
Asset Integrity Hub (AIH)
No
Authorize.Net
No
Beeline Routes
No
CompanyCam
No
Enzy
No
Facebook
Yes
Google Analytics
Yes
Google Calendar
No
Mailchimp
No
Integrations
AnswerForce
Yes
Asset Integrity Hub (AIH)
Yes
Authorize.Net
Yes
Beeline Routes
Yes
CompanyCam
Yes
Enzy
Yes
Facebook
No
Google Analytics
No
Google Calendar
Yes
Mailchimp
Yes
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
Standard
Pro
Ultimate
Pro
Ultimate
Free Trial
Yes
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
Yes
iPad App
Yes
Android App
Yes
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
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
SwiftCloud
Founded
2015
Country
United States
Website
www.swiftcrm.com
Vendor Details
Company Name
Workiz
Founded
2015
Country
United States
Website
workiz.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
Carpet Cleaning
Billing & Invoicing
Yes
Customer Management
Yes
Dispatch Management
Yes
Equipment Tracking
Yes
Mobile Access
Yes
Online Booking
Yes
Scheduling
Yes
Work Order Management
Yes
Electrical Contractor
Billing & Invoicing
Yes
Commercial / Industrial
No
Contract Management
Yes
Customer Database
Yes
Electronic Signature
Yes
Mobile Access
Yes
Quotes / Estimates
Yes
Scheduling
Yes
Time Tracking
Yes
Work Order Management
Yes
Equipment Maintenance
Customer Database
Yes
Dispatch Management
Yes
Equipment Tracking
No
Inventory Control
Yes
Job Management
Yes
Maintenance Scheduling
Yes
Warranty Tracking
No
Work Order Management
Yes
Field Service Management
Billing & Invoicing
Yes
Contact Database
Yes
Contract Management
Yes
Customer Database
Yes
Dispatch Management
Yes
Electronic Signature
Yes
Inventory Management
Yes
Mobile Access
Yes
Payment Collection in the Field
Yes
Quotes / Estimates
Yes
Routing
No
Scheduling
Yes
Service History Tracking
Yes
Time Clock
Yes
Work Order Management
Yes
Garage Door
Billing & Invoicing
Yes
Contract Management
Yes
Customer Management
Yes
Dispatch Management
Yes
Equipment Tracking
Yes
Inventory Management
Yes
Job Costing
Yes
Scheduling
Yes
Warranty Tracking
No
Handyman
Billing & Invoicing
Yes
Dispatch Management
Yes
Electronic Signature
Yes
Inventory Management
Yes
Mobile Payments
Yes
Payment Processing
Yes
Quotes / Estimates
Yes
Time Tracking
Yes
Work Order Management
Yes
HVAC
Billing & Invoicing
Yes
Customer Database
Yes
Dispatch Management
Yes
Inventory Control
Yes
Job Management
Yes
Maintenance Scheduling
Yes
Mobile Access
Yes
Quotes / Estimates
Yes
Routing
Yes
Scheduling
Yes
Service History Tracking
Yes
Technician Management
Yes
Work Order Management
Yes
Janitorial
Bid Management
No
Billing & Invoicing
Yes
Client Management
Yes
Employee Scheduling
Yes
Inventory Management
Yes
Mobile Access
Yes
Payroll Management
Yes
Quality Control
Yes
Surveys & Feedback
Yes
Time Tracking
Yes
Work Order Management
Yes
Limo
Accounting / Payroll
No
Customer Management
No
Dispatching / Navigation
No
Driver Management
No
Job Dashboard
No
Pricing Management
No
Reservation Management
No
Locksmith
Billing & Invoicing
Yes
CRM
Yes
Dispatch Management
Yes
GPS Tracking
Yes
Inventory Management
Yes
Mobile Access
Yes
Payment Processing
Yes
Scheduling
Yes
Work Order Management
Yes
Plumbing
Billing & Invoicing
Yes
Customer Database
Yes
Dispatch Management
Yes
Inventory Control
Yes
Job Management
Yes
Mobile Access
Yes
Quotes / Estimates
Yes
Routing
Yes
Scheduling
Yes
Service History Tracking
Yes
Technician Management
Yes
Work Order Management
Yes
Service Dispatch
Billing & Invoicing
Yes
Call Center Management
Yes
Contract Management
Yes
Customer Database
Yes
Inventory Control
Yes
Job Management
Yes
Job Tracking
Yes
Mobile Access
Yes
Routing
Yes
Scheduling
Yes
Self Service Portal
Yes
Service History Tracking
Yes
Technician Management
Yes
Work Order Management
Yes
Tradesman Job Management
Contract Management
Yes
Customer Database
Yes
Dispatch Management
Yes
For Builders
Yes
For Electricians
Yes
For Field Service Businesses
Yes
For HVAC
Yes
For Plumbers
Yes
For Roofers
Yes
Invoicing
Yes
Job Tracking
Yes
Payments
Yes
Quoting
Yes
Reporting
Yes
Scheduling
Yes
Time Tracking
Yes
