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Swift CRM

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Software Status:Active

About Swift CRM

Swift CRM is a customer relationship management software from Aakarsoft Technologies that helps manage interactions with clients. It provides contact management, sales tracking, and reporting features so businesses can improve their customer relationships and drive sales performance. Swift CRM allows users to easily store and retrieve client information, track sales activities, and generate detailed reports to assess performance. This software is highly customizable and can be tailored to fit the specific needs of various businesses. Key capabilities: contact management sales tracking reporting task management email integration Best for: small to medium-sized businesses that need to manage client relationships and sales processes effectively.

Swift CRM Details

Vendor
Aakarsoft Technologies
Year Launched
2012
Location
G-6, Sai Krupa Mall, opp. Dahisar Station, Dahisar (West), Mumbai, Maharashtra, India - 400068
Deployment
cloud
Training Options
demo, account manager, community
Countries Served
All Countries
Languages
English, Spanish, French, German, Italian, Portuguese, Russian, Chinese, Japanese, Korean, Arabic.
Users
surveyors, law firms, lawyers, attorneys, front-office staff, back-office staff, accounts teams, directors, operations managers, small business owners, enterprise teams, solo practitioners
Industries Served
Property surveying, legal services, real estate, law practice management, small and mid-size businesses, professional services, technology, compliance management, customer service, software development
Tags
CRM, customer relationship management, sales automation, marketing automation, contact management, lead management, pipeline management, task management, reporting, integration, cloud-based, business management, communication tracking

Swift CRM's In-App Market Place

Does Swift CRM have an in-app market place?

Yes

How many Mini-Apps in the marketplace?

1

Mini Apps

N/A

Pricing Options

Free trial
Free version
Request a quote
Promo Offer

Accepted Payment Currencies

Usd ($), Eur (€), Gbp (£), Aud (A$), Cad (C$), Jpy (¥), Chf (Fr), Cny (¥), Inr (₹), Rub (₽), Krw (₩)

Pros & Cons

  • Legal Industry Specialization: Tailored specifically for law firms, addressing their unique needs like data sensitivity, communication trails, and managing billable work.
  • Comprehensive Client & Case Management: Offers a 360-degree overview of clients, including communication history, essential for legal practice.
  • Improved Efficiency & Time-Saving: Aims to reduce time spent on administrative tasks, allowing lawyers to focus more on billable hours.
  • Cloud-Based & Secure: Provides 24x7 secure access to data from anywhere, crucial for legal professionals on the go.
  • Paperless System: Promotes a digital environment by centralizing document storage and reducing reliance on physical files.
  • Team Collaboration: Facilitates multi-user access with role-based permissions and ensures all team members are on the same page regarding cases and communications.
  • Basic Accounting Features: Includes rudimentary invoicing and payment tracking, which can be useful for managing client finances directly within the CRM.
  • Customer Feedback Mechanism: Allows firms to gather insights on client experience, helping to improve service delivery and internal processes.
  • No Explicit Pricing: The text does not provide any pricing details, requiring potential users to book a demo to understand the cost.
  • Geographic Focus (Implied): The company (Aakarsoft) is based in Mumbai, India, and while they cater to clients globally, their primary focus might be the Indian market, which could affect localized support or specific legal compliance features in other regions.
  • Potentially Niche Integrations: While it emphasizes being an all-in-one, the depth of integration with other specialized legal tech tools (e.g., e-discovery, legal research platforms) is not detailed.
  • Generic Feature Descriptions: Some feature descriptions are high-level (e.g., "Reporting," "Communication"), and the depth of functionality isn't fully clear without a demo.

Swift CRM's Support Options

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