Swyft Product Overview Small Business. Mobilized.
Add Contacts Auto-populate address from a map view Configure required and optional fields Input to custom fields Trigger campaigns and action sequences Swyft Proprietary & Confidential. Copyright
Manage Contacts Search contact list View and edit Contact details Opportunities Appointments Tasks One touch call and One touch navigation Update person notes Swyft Proprietary & Confidential. Copyright
Configurable Mobile Forms Digital sales and service forms Standard fields Custom fields Signature capture Workflow triggers Dynamic PDF generation To customer To home office Swyft Proprietary & Confidential. Copyright
Swyft Mobile Contacts Map View View nearby contacts (GPS) Filtered list and map views Color coded by contact type Click for detail and navigation Swyft Proprietary & Confidential. Copyright
Activity Calendar Color-coded calendar view Quick glance consolidates Appointments Task deadlines Opportunity follow-ups Record completion, results and follow-ups Swyft Proprietary & Confidential. Copyright
Swyft Mobile Team Scheduling Schedule follow-ups Advanced Scheduling by: Team Skill set Appointment type Availability Confirmations to customer Notifications to team members Swyft Proprietary & Confidential. Copyright
Swyft Management Appointment Manager View Consolidated Calendar Edit & Reassign Appointments Last minute schedule changes Automated Notifications Customer Assigned team member Swyft Proprietary & Confidential. Copyright
Swyft Management Sales Administration Real-time assignment Activity tracking of hot leads Territory management New and re-assigned leads Reporting Real-time on-line reporting Activity tracking, including location Results by individual, team and aggregate Swyft Proprietary & Confidential. Copyright