New generation of CRM

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

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 in CRM

Customizable Sales Process​

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​

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​

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 ​

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 CRM 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 CRM and use workflows to automate case follow-up to ensure customer feedback is converted into actions that will enhance their experience

Customer Support​

Suppliers Management​

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 in CRM 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​

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 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 and Scorecards

Dashboards and 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 in CRM environment

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

Automation​

Self-Serve Portal​

Self-Serve Portal​

Customizable

Pick and choose different elements in iCRM to be displayed on your portal​

Customers

CRM helps to keep your business running 24/7 with a self-serve portal so customers and get support updates, make requests, make purchases, access FAQs, and many other functions at a time that suits them​

Suppliers

Connect your suppliers to your business so that they can work on projects with you, share supply availability, address requirements and other activities that will enable more efficiency in your supply chain process​

Contact Information

Get in touch to learn and try iStrives FREE Demo

+65 3129 4417

info@swivelt.com

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