Swifto
Features Solutions Pricing Testimonials Press & media FAQ About Data privacy Contact Blog
Log in Free 14-day trial Request a demo
FR EN ع
ERP solution · Services

The ERP that makes every engagement profitable and billed

Do you know which deals really pay off? Are all your recurring services billed on time? Swifto connects your sales cycle, your invoicing and your cash flow to steer the profitability of every engagement.

★★★★★ 4.8/5 · consulting, agencies & engineering firms | Recurring billing
new.swifto.io/deals
Engagement profitability
This quarter
Recurring revenue
42,800 TND/month
Average margin
34.2 %
Consulting engagement A+ 41%
Maintenance contract B+ 28%
Client project C- 6%
Recurring invoice
generated automatically
Margin per engagement
in real time
The challenges of services companies

Selling time and expertise means steering the invisible

Without a connected system, the profitability of an engagement, recurring revenue and the sales pipeline stay unclear. Swifto makes every deal measurable.

Unknown profitability per engagement

You invoice overall but don't know which deal generates margin and which one costs you money.

Forgotten recurring billing

Subscriptions and contracts to bill every month or quarter: without automation, due dates slip through the cracks.

Unclear sales pipeline

Quotes sent, follow-ups pending, deals to close: without a CRM, sales tracking relies on everyone's memory.

Collections that drag on

Services are delivered but the outstanding balance grows, for lack of tracking and structured reminders.

Scattered quotes and invoices

Word templates, Excel files, manual numbering: tax compliance and consistency become fragile.

No overall view

Management, sales and finance don't share the same picture of the business, which slows down every decision.

new.swifto.io/sales-cycle
Sales cycle
Qualified opportunity
Quote sent
Deal closed → billed
Conversion rate+30%
Sales cycle

From opportunity to billed deal

Track every deal along your pipeline: opportunity, quote, follow-up, signature, invoicing. CRM and Sales share the same data so you never let a file slip away.

  • Opportunity pipeline with follow-ups and sales-cycle tracking.
  • Quotes turned into compliant invoices in one click, with no re-entry.
  • Sales activity tracked: visits, calls and opportunities per customer.
Explore the CRM
new.swifto.io/billing
Recurring billing
Maintenance contract BMonthly
Next invoice01/07
Amount excl. tax2,400 TND
To collect
18,900 TND
Active reminders
4
Recurring revenue

Your subscriptions billed and collected, without oversights

Automate the periodic billing of your contracts and subscriptions. Swifto generates invoices on their due dates, tracks outstanding balances and chases unpaid invoices — your recurring revenue is secured.

  • Recurring billing: contracts and subscriptions billed automatically on their due dates.
  • Cash flow under control: multi-method payments, schedules and unpaid-invoice reminders.
  • TN compliance: VAT, fiscal stamp and withholding tax built into every invoice.
Explore Finance
Key modules for services

The trio that drives your engagements

CRM, Sales and Finance at the core, complemented by accounting and HR to run your entire services company.

CRM & Sales activity

Deal pipeline, opportunities, visits and follow-ups to track your entire sales cycle.

Discover

Sales & Invoicing

Quotes, compliant invoices, recurring billing, credit notes and outstanding-balance tracking.

Discover

Finance & Cash flow

Payment collection, schedules, reconciliations and reminders to secure your revenue.

Discover

Accounting

Journals, configurable taxes and exports for smooth work with your accounting firm.

Discover

HR & Payroll

Tunisian payroll (CNSS, IRPP, CSS), leave and contracts for your consultants and staff.

Discover

Mobile CRM

Mobile CRM for your sales reps: visits, opportunities and follow-ups in the field.

Discover
For your managers

Every decision-maker drives what matters to them

Swifto gives management, sales and finance the visibility each one needs.

Owner

Profitability & steering

  • Margin per engagement
  • Recurring revenue
  • Consolidated view
Sales Director

CRM & conversion

  • Deal pipeline
  • Quote conversion
  • Follow-up tracking
Finance · CFO

Cash flow & collection

  • Recurring billing
  • Schedules & reminders
  • Outstanding balance per customer
Accountant

Compliance & traceability

  • Journals & documents
  • VAT & withholding tax
  • Firm exports
Measurable benefits

What a services ERP changes for you

Concrete gains when sales cycle, invoicing and cash flow move together.

+30%
of quotes turned into signed deals
0 misses
on recurring billing thanks to automation
Real time
margin per engagement and amount left to collect
Frequently asked questions

The services ERP, explained

Yes. Swifto automates periodic invoicing: contracts, subscriptions and recurring services generate their invoices on the scheduled due dates, with reminders for unpaid amounts. You secure your recurring revenue without manual entry.
Swifto links each deal to its sales and its costs. You track the sales cycle, from quote to invoice, and measure the real margin per engagement, per customer and per activity to decide where to invest your time.
Yes. Swifto is aimed at Tunisian services SMEs: consulting, agencies, engineering offices, maintenance. The CRM manages the sales pipeline, Sales handles quotes and invoices, and Finance drives cash flow — all in a single platform.
Swifto structures each engagement as a project, with its tasks, contributors and progress. You know at a glance who does what, where each file stands and which deadlines are at risk. Since projects are linked to your sales, you bill fairly and honor your client commitments without relying on scattered Excel files.
All your documents (contracts, records, legal documents) are centralized in Swifto's document management, filed by type and retrievable in seconds. An approval workflow traces every sign-off: no more versions lost in inboxes and shared folders. You save time and secure your contractual commitments.
Key modules

Drive the activity and profitability of your services

Customer relations, indicators and cash flow together on a single platform to track each engagement end to end.

CRM & Sales activity

Pipeline, visits, opportunities and follow-ups to win more engagements.

Discover

Dashboards & KPIs

Activity, workload and profitability tracked in real time.

Discover

Finance & Cash flow

Payment collection, outstanding balances and cash flow under control.

Discover
Steer and trace your engagements

Your engagements under control, your documents in one place

A services company sells time, know-how and commitments. Swifto gives you the tools to organize them, honor them and bill them fairly — without scattered spreadsheets or lost contracts.

new.swifto.io/projets
Engagement: IT Overhaul — Client A
In progress
Progress68%
Scoping & workshops
Sami
Development
Nadia
Testing & delivery
Upcoming
Projects & tasks

Meet your deadlines, bill fairly

Engagements tracked over chat apps and spreadsheets are a recipe for oversights: a task that slips, a contributor who waits, a client deadline missed. Swifto structures each engagement as a project with its tasks, contributors and progress — and links it to your invoicing so nothing is lost.

  • Projects & engagements organized with stages, deadlines and real-time progress.
  • Tasks & contributors: who does what, by when, without chasing everyone.
  • Linked to sales: each engagement becomes an invoiced deal, without re-entry.
Deadlines met Fair billing
See project management
new.swifto.io/documents
Documents & contracts
Filed by type
Framework contract — Client A
Approved
Legal amendment
To approve
Acceptance report
Approved
Search for a document…
Document management

Your contracts centralized, found in seconds

How much time do you lose looking for the right version of a contract in inboxes and shared folders? A document that can't be found or isn't approved is a legal risk and a waiting client. Swifto's document management centralizes all your documents, files them by type and traces every approval.

  • All centralized: contracts, records and legal documents in one place, filed by type.
  • Instant search: find the right document in seconds, no more lost versions.
  • Approval workflow: every sign-off is traced, your commitments are secured.
Traced approval Instant search
Discover document management

Ready to make every engagement profitable?

Request a free demonstration and discover how Swifto drives your deals, your recurring billing and your cash flow.