Adding the CRM to your website

Your website's contact form emails every inquiry to you. For a lot of people that is all they need. When inquiries start arriving faster than you can keep track of them in your email, the CRM is the next step.

What the CRM does

• One inbox for everything: email, website inquiries and text messages, each filed under the person who sent it. See Answering email.
• Contacts with filters, saved lists and your own fields, and a spreadsheet importer. See Contacts, filters and saved lists.
• Follow-ups that run on their own: emails, tasks and tags. See Automatic follow-ups.
• Sending from your own domain, with saved replies and your signature. See Sending from your own domain.
• A team that shares the inbox, with private mail kept private. See Adding your team.

How to get it

The CRM is not part of the website plan, and it is not on the pricing page. If you would like it, email mail@swiftagentsites.com or book a short call, and we will talk through whether it fits how you work.

Want to look first? The demo is a full CRM filled with made-up people. Nothing in it is sent, and Start it fresh puts it back how it began.

Already have the CRM? You keep it, at the price and terms you signed up on. The rest of this help center is for you.