Notes Keep detailed notes that you can access anytime, anywhere.Simply drag and drop to create the perfect lead capture in minutes. Forms Builder SWELLEnterprise takes the hassle of form building off your shoulders.File Manager Stay organized with Swell’s automatic file manager.Send and receive emails, create templates for later use, or schedule emails to be sent. Email Client Your full-integrated email solution.Bring your company’s contracts into the digital age. Contracts Put that old fax machine away.Import calendars into the app and watch as projects, tasks, and reminders show up automatically. Calendars Keep track of your whole business at a glance.Assign tasks, sub-tasks, deadlines, and estimated hours to everyone in your company to keep everyone on-track. Tasks Make sure everyone does what they’re supposed to.Create reminders and follow-up to keep you and your entire team on task all the time. Create and assign deadlines, create templates, and keep everything in check effortlessly. Project Management Project management is made easy with SWELLEnterprise.Gantt Charts Everyone loves a well-made chart, but nobody likes making them – unless they’re this easy.Social Feeds Always know what your clients want, when they want it with social feed integration.Easily assign roles and permissions straight from the app. Roles & Permissions Eliminate human error.Allow everyone to see what’s going on in the business, assign things to team members, and keep an eye on who does what. Multi Users Get your whole team onboard.Get the information you need to keep them happy and make sure you deliver what they need, when they need it. Data Enrichment Know your customers, inside and out.Tag and keep track of all your contacts, no matter where you are. Contact Manager All your business contacts stored in one place for easy access.SWELLEnterprise gives you a 360 of everything they do, including history, sales, documents, activities and more. Client Relationship Management Know your clients inside and out.Make it easy for them to access their information by tailoring the client portal to fit their needs. Client Portal Put the needs of your customers first.
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