Help center
How can we help?
Step-by-step guides for your Swift Agent Sites website and CRM.
Getting started
Sign in, find your way around, billing, and adding the CRM.
- Signing in to your CRM
- Finding your way around
- Alerts and the bell
- How it went: your activity over time
- Using your CRM from other apps (API and webhooks)
- Billing, canceling and refunds
- Adding the CRM to your website
- Searching everything at once
- Your data: backups, downloads and how long things are kept
- Arranging your pages
Your website
Try a template, see your own site before you pay, and check the one you have.
Email and your inbox
Bring your email in, answer it, and send from your own domain.
- Forwarding your Gmail to your CRM
- Answering email in your inbox
- Filtering, sorting and saved views
- Putting a conversation down, and working fast
- Saved replies (macros)
- Boxes: splitting your inbox
- Sending from your own domain
- Sending from more than one domain
- How your emails did: delivery, replies and bounces
- Unsubscribes and your postal address
- Your email signature
- A box that answers as you, and one only you can see
Contacts
Everyone you work with, in one list you can filter, import and shape.
Tasks
What you need to do next, and when.
Automatic follow-ups
Emails, tasks and tags that happen on their own.
Working as a team
Share the inbox, hand tickets over, and keep personal mail private.
Text messages
Texting from your CRM through your own Twilio or RumbleUp account.
Can't find it? Email mail@swiftagentsites.com and a person will answer.