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Using the Sales Pipeline

Navigate the Kanban board, customise stages, set win probabilities, log activities, and analyse pipeline health.

Managing Contacts & Accounts

Create B2B accounts and contacts, track interactions, use lead scoring, detect duplicates, and attach documents.

Creating & Sending Proposals

Build proposals from your product catalog, set up approval workflows, send shareable links, and track client views.

Tasks & Activity Management

Create tasks linked to deals or contacts, set due dates and priorities, and keep your team's activity feed organised.

Finding & Importing Leads

Search for businesses by name, category, or location using the Lead Finder, then bulk-import them as contacts.

AI Meeting Intelligence

Log meeting notes and let GPT-4o extract pain points, sentiment, requirements, and buying signals automatically.

Contract Management

Create MSAs, SOWs, and NDAs, manage amendments, run approval workflows, and give clients a read-only portal.

Creating & Sending Invoices

Generate line-item invoices from your catalog, send them via a public portal, and track payment status.

Email & Templates

Build reusable email templates with dynamic variables, send tracked emails to your contacts, and see open and click rates - every send is logged to the contact's timeline.

Voice Notes & Transcription

Record or upload audio from anywhere, have it transcribed automatically, then edit, search and file the text against the right record.

Market Research

Capture what customers actually tell you, turn observations into defined problems with AI, and build insight reports and competitor profiles.

AI Instructions

Define the rules every AI feature follows - your terminology, tone, spelling and the claims it must never make - scoped by branch or by feature.

Mobile App & Notifications

Install SwiftlyCRM on your phone, turn on push notifications for assignments, mentions and reminders, and work with records offline.

Trash & Restore

Recover a contact, account, deal or task someone deleted by mistake - what can be restored, what cannot, and who is allowed to do it.

Calendar & Google Sync

Connect Google Calendar so meetings sync and attendees get invitations, or subscribe to a read-only calendar feed from any other calendar app.