Capture Leads Faster

The all-in-one CRM your business needs and the only one that gives back! With every seat purchased, a tree šŸŒ³ is planted.

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Never miss a lead

Easily capture leads from your inbox, web forms, WordPress, and Facebook. Capture all leads!

Expand with add-ons

Enhance your account with free add-ons from the Swapify Marketplaceā€”just click to add them.

Save thousands vs others

Get started for free and elevate your business today & save thousands compared to others.

Track Projects

Track project progress efficiently, managing timelines and resources effectively.

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Dashboard

Track all aspects of your business in a single, customized dashboard.

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Tasks & Collaboration

Automatically assign tasks and stay organized through seamless staff collaboration.

Track all your leads
Stay on track with projects
Collaborate with your team
Over 100 features
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Streamline Your Business Operations

Discover how our comprehensive suite of tools can help transform your business workflow, improve efficiency, and drive growth through seamless integration and management.

01
LEADS

SYNC & RECEIVE

Connect your inbox with Swapify to seamlessly capture leads directly from your inbox. Additionally, gather leads effortlessly through web forms, WordPress, or Facebook.

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02
PROJECTS

MANAGE PROJECTS

Create and manage projects while tracking their progress every step of the way. Assign tasks and provide your clients with complete transparency into the project's status.

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03
CRM

MANAGE CLIENTS

Add and manage your client database effortlessly. Handle estimates, invoices, and control their permissions to access and manage documents and projects.

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04
HELPDESK

SUPPORT & IT

Integrate your support form or connect your email to automatically generate support tickets from clients. A fully functional support system at your fingertips.

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05
CUSTOMIZE

HIGHLY CUSTOMIZABLE

Over 50 customization options to tailor the system to your company's needs, including adding your logo, connecting your email, and customizing invoices or the login page.

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06
SCALING

SCALE & GROW

As your business grows, take control by managing the apps you need and customizing the seats in your package. Tailor everything to align with your business needs.

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Frequently Asked Questions

Find answers to common questions about our services and solutions.

Yes, Swapify easily integrates with your email to streamline lead communications.

No, we only captures incoming emails to extract specific information for lead sync. We donā€™t view the content of your emails or send any emails from the import sync.

Yes, our system will monitor your inbox every 10 minutes to import any leads and updates your insights and analytics on lead progress immediately.

Yes, you can fully customize Kanban status cards to personalize your lead management process, tailoring stages and details to match your workflow and ensure better organization and efficiency.

Currently, only one email address is supported. A good workaround is to create a single email, such as lead@yourcompany.com, and set up forwarding from your other email accounts to this address. This way, you can capture leads from multiple sources efficiently.