February 25, 2016

SwiftRM Features

  • Unlimited account and contact management

Store as many accounts and contacts as you need. Plus, manage any kind of account or contact: let us know if you are managing customers, investors, members, or any other kind of relationship.

  • Unlimited number of customer lists

Use dozens of standard fields, custom fields, and metadata fields to filter your customers, accounts, and custom entity records without limit. Export these lists to Excel with the click of a button, or save them in the system for personalized viewing.

  • Task, activity, and touchpoint tracking for contacts and accounts

See all of the interactions that your users have with your contacts and accounts; from phone calls to emails to meetings.

  • Customizable reports and dashboards

Included in your fee is a professionally tailored dashboard, but you can build more as you need. All of the data fields in SwiftRM can be accessed from your multi-paneled homepage.

  • Mobile access to your CRM

Empower your mobile workforce by taking advantage of the Microsoft Dynamics CRM platform, which allows you access to your CRM environment from any PC, tablet, or mobile device.

  • Integration with Outlook and Office 365

SwiftRM is fully integrated with Microsoft Office 365 E3, including Outlook. Access customer data and insights from your email, and track communications through Outlook flawlessly.

  • Role-based permissions

Certain parts of SwiftRM are blocked off depending on the users’ role. Managers and employees have different system privileges based on their designation in the system.

  • Your choice of one custom entity

A custom entity will be built into your system. This ensures that you are getting a CRM that is customized to your business needs. Professionally implemented. Here are some ideas and examples.

  • A total of 20 custom fields

Add five custom fields to your contacts, five custom fields to your accounts, and ten custom fields to your custom entity. Professionally implemented. Here are some ideas and examples.

  • Unlimited email support

If you ever run into technical difficulties, we have an employee on-duty and ready to respond within 24 hours. You can also make use of a wide variety of online resources.