Projects
Projects that will manage themselves
Manage all of your projects and workflow using SwiftFox’s intuitive project management features.
Fully connected
Keep all your project data where it belongs - inside SwiftFox. Link projects to CRM records, track progress, and ensure your team has the right information at their fingertips.
Easy collaboration
Assign project tasks to teammates, track progress, and ensure everyone knows what they need to do. Keep communication clear without switching between multiple tools.
Manageable workflows
Large projects can be overwhelming. SwiftFox lets you break them down into smaller tasks, ensuring nothing gets missed and work remains manageable.
Powerful reporting & insights
Understand project performance at a glance.
Run reports on project data, track key metrics, and even calculate time spent or profitability - all from within SwiftFox.
Flexible views & custom fields
Different teams work in different ways.
Customise how projects are displayed and create custom fields to capture the data that matters most to your organisation.
Detailed permissions & user access controls
Keep your data secure with fine-tuned permissions.
Restrict access to certain project details, set view-only permissions, and ensure users see only what they need.
Templates to get you started
No need to build a new project from scratch.
Use pre-built project templates based on industry best practices to get up and running quickly, saving time and standardising workflows across your team. Easily make any changes need to fit your unique workflows.
Integrated task management
Link tasks directly to project items to keep everything organised and easy to track.
Manage your work in bite-sized chunks while keeping the bigger picture in focus.
Work without switching tools
Manage your projects and tasks inside SwiftFox - no need for separate project management software.
Keep everything in one platform and reduce complexity and increase the productivity of your team.
A swift summary of Projects
Link projects to CRM records for seamless tracking.
View all projects associated with a contact from their profile.
Assign project items to teammates and track progress.
Break down large projects into smaller tasks.
Customise project fields to fit your organisation’s needs.
Run calculations, such as project duration and profitability.
Export project data (for users with permission).
Frequently Asked Questions
What is the difference between SwiftFox Pipelines and SwiftFox Projects?
SwiftFox Pipelines: A dynamic tool designed to streamline lead management. It allows users to visually map out and track the entire lifecycle of hot lead opportunities. Through intuitive and customisable pipelines, teams can seamlessly move leads through various stages, from initial contact to conversion.
SwiftFox Projects: For those dealing with complex projects, SwiftFox Projects provides a dedicated space to plan, organise,and execute tasks with precision. This tool offers a comprehensive project management environment where teams can collaboratively work on intricate projects and track key deadlines.
SwiftFox Projects: For those dealing with complex projects, SwiftFox Projects provides a dedicated space to plan, organise,and execute tasks with precision. This tool offers a comprehensive project management environment where teams can collaboratively work on intricate projects and track key deadlines.
Can SwiftFox CRM's Lead Management feature integrate with external lead sources (like a form on my website)?
Absolutely!SwiftFox seamlessly integrates with external lead sources, allowing you toconsolidate and manage leads from various channels in one centralised platform.
What makes SwiftFox’s Lead & Project Management tools unique for diverse needs?
SwiftFox Projects is part of SwiftFox CRM, which means it talks to all our other features - such as lead forms, tasks, emails and events. Whether you're in marketing, sales, or another industry, the feature adapts to your specific project requirements, ensuring a customised and efficient workflow.
How does SwiftFox let teams collaborate when it comes to Lead & Project Management?
SwiftFox projects and pipelines promotes real-time collaboration, allowing team members to share insights, updates, and feedback within the context of the task at hand. Within the platform, you have the flexibility to assign specific project tasks or pipeline opportunities to individual team members, as well as leave comments directly on project items or pipeline entries.
How does SwiftFox’s Pipeline ensure data accuracy and reliability in Lead and Project Management?
SwiftFox allows you to automate data entry into your pipeline, minimising errors andensuring your data is consistently accurate and reliable.
How can SwiftFox Pipelines help in prioritising leads for sales teams?
Userscan easily flag project or pipeline entries with fields such as ‘high’,‘medium’ or ‘low’ priority, fully customisable to your needs and requirements.
What kind of reporting and analytics tools are available in SwiftFox's Lead & Project Management?
SwiftFox offers the ability to build dashboards based on your pipelines and project management boards. These dashboards generate insights to help you make informed decisions and optimise project workflows.
Can SwiftFox provide specialised training for optimising Lead and Project Management features?
Your dedicated account manager will run an in-depth training session so that you and your team can easily learn how to use SwiftFox Projects & Pipelines.
Let’s talk more
Our team is standing by to share our insight and expertise that comes from pushing ourselves every day to reach our goal of creating the best world’s best campaigning software.
We’d love to learn more about your engagement needs and show you how SwiftFox can help!