Deal pipeline, opportunities, visits, calls and follow-ups: Swifto gives your sales reps a clear view of every deal and gives your management full control over prospecting — at the office and in the field.
Forgotten prospects, quotes never followed up, unprepared visits, sales reps nobody tracks: so many sales opportunities that simply evaporate. The Swifto CRM centralises every contact, every opportunity and every follow-up so nothing slips through the cracks.
A visual pipeline that shows where every deal stands and what to do next. Your sales reps focus their energy on the opportunities that can actually close.
Calls, reminders, visits and quote follow-ups planned and prompted at the right moment. Every promise made to a customer is kept.
Track each rep's activity: completed visits, quotes issued, conversion rate and loss reasons. You decide on facts, not impressions.
See all your opportunities by stage and by amount. You know immediately which deals to move forward and which to follow up this week.
Visits, calls, emails, reminders: every interaction appears in a timeline. When a sales rep picks up a deal — or takes over from another — they know exactly where it stands.
Organise your sales reps' routes in a calendar, set visit objectives and turn every opportunity into a sales-cycle quote, directly linked to invoicing.
Give your sales reps a simple tool that makes them sell more, and give yourself the dashboard to steer prospecting every day.
The CRM & Sales activity module covers the whole sales cycle: structured stages, meetings and notes, activity and visit planning, calls and reminders, points of sale and mobile CRM in the field.
Break every deal into clear stages with defined objectives, to move your opportunities methodically from first contact to signature.
Record the meetings and notes of every sales cycle: reports, decisions and follow-up points stay attached to the customer file and accessible to the whole team.
Organise customer activities and visit routes in a calendar, per sales rep and per point of sale, backed by visit objectives.
Schedule phone calls and reminders at the right moment: every follow-up promised to a customer is prompted to your sales rep so nothing slips away.
Turn every opportunity into a sales-cycle quote, convertible into an order then an invoice with no re-entry or data break.
Your sales reps record visits and opportunities directly in the field, even with no network: everything syncs automatically once back online.
From the field to invoicing, the Swifto CRM shares its data with the other modules for seamless prospecting.
Big deals are won over several weeks, with meetings, quotes and multiple contacts. Tracked in a spreadsheet, they get lost without anyone knowing why — and your revenue forecast becomes mere guesswork. Swifto structures every deal into a complete sales cycle: a conversion rate that climbs and forecasts you can finally trust.
A complaint handled by email or word of mouth eventually gets lost — and the unhappy customer leaves quietly, after denting your reputation. Swifto centralises every complaint, whether it comes from the customer, a sales rep or a delivery driver, and moves it through a handling workflow all the way to resolution. The result: less churn and a customer service you steer with figures.
You launch a product, but you don't know whether it's properly displayed at your resellers — and you discover a customer's dissatisfaction the day they leave you. Without field data, every commercial decision is made blind. With Swifto, your sales reps fill in fully configurable questionnaires from their mobile — satisfaction surveys, product-presence checks, visit check-lists — and every answer flows back into reports and dashboards. You finally decide on facts.
See in a demo how the Swifto CRM helps your sales reps convert more and forget nothing.