SwiftFox CRM is a specialised software solution built for powerful relationships.
Do you want to uncover new leads, provide outstanding client service and create a more efficient organisation?
SwiftFox CRM is a specialised software solution built for powerful relationships with your clients, customers and stakeholders.
It's packed full of features to enrich and enchance your relationships and communications to make sure that you are using the most accurate data to make the most informed decisions.
Save Contact Records
Quickly create, view and edit details on both clients and prospective clients, be they people or organisations, and display them in our user friendly 'business card' interface.
Track Contact Interests
Understand the interests and motivations of your clients, as well as their engagement levels with both your communication and your services. SwiftFox also provides custom tags, allowing you to easily record and search additional interests.
View Activity Feed
Post and save every interaction with your clients including saving meeting notes, correspondence and attachments. Easily view records with our modern social media style interface and tag other team members in posts of interest to them.
Be alerted to upcoming tasks, key client dates, call reminders, form approvals and much more with our advanced notifications system. Our notifications feed on your dashboard ensures your don't miss a thing.
SwiftFox delivers detailed relationship mapping technology. This advanced data visualisation uses graph network mapping to highlight the strength of a user's relationship with a stakeholder, so areas of improvement can be easily identified.
This feature can also be used to easily visualise the relationships between key stakeholders themselves.
One record, multiple contacts
SwiftFox understands your contacts often belong to many organisations with different contacts for each. For example, you manage the personal affairs of a client in addition to the company they work for and a board they are a member of.
SwiftFox allows you to link individuals to multiple organisations, ensuring private business remains private, while company business will reach them at their business.
View all current services you provide to contacts and use that information to uncover additional insights to help guide your organisation's strategy and future direction.
SwiftFox can analyse multiple data inputs and predict both new client servicing opportunities and client 'flight' risk levels, as well as predict organisational demand.
View and measure your contacts' engagement with you communications with reporting on email open rates, click through rates, event attendance and much more. Integrate with your digital platform data to generate even richer insights.
Search your contacts - whether they are people or organisations, clients or prospects - and filter by any field stored or data captured in SwiftFox.
Build targeted lists
Use the results of your search to create highly targeted lists to enhance your strategic insights, your service offerings and the effectiveness of your marketing campaigns.
Easily use these lists in our built-in email and events builder for targeted communication and managing event invitations. You also save bulk interactions and set reminders.
Create personal emails
Populate your bulk emails with the contacts' details and send it from their primary contact person.
Drag & drop
Create beautiful emails without any coding using our drag and drop email editor.
Use CRM lists
Targeted contact lists can be created directly from the SwiftFox list builder.
Plan your work out in advance and schedule events to be sent in the future.
We work with international email delivery providers to help ensure speedy sends that won't land in spam folders.
Keep track of your open rates, click through rates and unsubscribes.
Including date, time and location settings.
Add CRM list
Targeted invitee lists can be created directly from the SwiftFox list builder.
Send personalised email and calendar invitations to your guests.
Manage reminders, RSVPs and event check ins.
Including dietary requirements and remove event attendance.
Analyse event metadata such as attendance and communications and provide quick and easy post-event reports to users.
Call & SMS
Make voice calls and send text messages - both individual and bulk - and store them against individual records.
Replace external survey software you currently use by creating, sending and analysing surveys all through SwiftFox's built-in survey system.
View and measure your contacts engagement with you communications with reporting on email open rates, click through rates, event attendance and much more.
Capture user integrations from your website and automatically store them in SwiftFox.
Alternatively, our team can also build websites which integrate directly to our CRM.
See the latest relevant news updates related to your industry, and store them against a person or organisations profile.
SwiftFox can also track real time social media commentary.
Your organisation may already have a CRM, billing systems or other industry specific software - this is no problem.
Our team can synchronise any existing systems to ensure SwiftFox is the single source of truth for your data.