iCRM
Manage all your sales, marketing, support, and suppliers effortlessly with Swivelt’s CRM. Plus, make your company easier to do business with using a complete self-serve offering to your customers and suppliers
Sales Management
360 Degree Deal View
A single location to get a complete view of your customers, contacts and the entire sales and support engagement. With just a click get to your full interaction and commercial information
Customizable Sales Process
With our CRM, create multiple custom stages, personalized views, re-organize the layout to suit your needs and processes
Quote to Invoice
Go from quote to order, and from order to invoice, and manage products and services. Specify the price, quantity and send them to your customers directly from the CRM
Click-to-Call Solution
There is no need for a separate calling system - with the inbuilt click-to-call feature, you can manage inbound and outbound calls that are automatically logged, including the call recording right in the CRM. The customer record auto appears during the call so you can ensure they get the right experience
Marketing Automation
Email Marketing
Send emails effortlessly to targeted customers right from CRM and track email campaigns to build sales momentum
Full Campaign Management
Manage all your marketing campaigns and track their performance from lead generation till a closed deal
Template builder
Easy-to-build email templates, drag-and-drop editor, automation tools to track analytics in real time, and convert visual builder designs to HTML email templates and vice versa
Webforms Builder and UTM Tracking
Use Webforms to automatically collect information and needs from site visitors as well as their sources using UTM tags. Use it for lead generation, contact creation, support, customer satisfaction and many more options
Customer Support
Full Case Management
Fully automate case creation, assignment, and resolution process. Make it easy for team members to collaborate seamlessly to increase first time resolution rates.
FAQ into Knowledge
Turn frequently asked questions into a knowledge base accessible on the self-service portal to reduce case volume and help your team focus on solving more complex problems
Manage Satisfaction
Collect customer satisfaction and NPS scores directly into iCRM and use workflows to automate case follow-up to ensure customer feedback is converted into actions that will enhance their experience
Suppliers Management
Vendor Management
Get a 360-degree view of your suppliers and digitize/automate the end-to-end supply chain process. Store all commercial documents, stack rank supplier performance, introduce SLA based payments and much more
Purchase to Payment
Manage the purchasing process and build custom approval flows and automation to digitize the process, reduce supply risk and reduce manual work
Supply to Inventory
Automatically update inventory so you can track all your products, improve inventory management and automate purchasing
Analytics
Customizable Reports
Full flexibility to create customer reports, visualize the status and outcomes across the full customer and supplier journey
Connect Data for One View
Connect all your data sources via API or CSV upload and see how all your business operations are performing in real time. Draw insights from the various activities, process stages, and overall progress to help you spot opportunities for improvements
Dashboards & Scorecards
Create unlimited dashboards and scorecards to ensure the priorities for your business are being achieved and progressing in the right direction
Automation
Workflows
Create custom workflows to automate any part of your marketing, sales, support and supplier process
Custom Functions
Add custom actions to workflows to increase the power of workflow automation
Webforms
Power up your website to automatically create leads, deals, tickets and other records
Automated Email
Set automation triggers to send emails internally and externally
Self-Serve Portal
