Swell Systems Inc
Software Development
Why pick this one
Swell Systems Inc combines CRM, project management, invoicing, proposals, scheduling, portals, and helpdesk tools in one platform with a 14-day free trial.
Best for
- Service businesses replacing multiple disconnected business tools
- Teams needing CRM, project tracking, invoicing, and proposals in one system
- Businesses requiring branded client portals for invoices, projects, documents, and support
- Companies managing recurring billing, online payments, and automated payment reminders
- Sales teams needing visual pipelines, lead scoring, forecasting, and automated follow-ups
Specialties
- CRM and sales pipeline management
- Project management with Kanban, Gantt charts, and time tracking
- Online invoicing, payments, and recurring billing
- Proposals, contracts, and electronic signatures
- Branded client portals
- Scheduling and online booking
- Email marketing automation
- Helpdesk and ticketing
Certifications
- SOC 2 compliance
What makes them different
- One platform combines CRM, projects, invoicing, proposals, marketing, scheduling, client portals, forms, and helpdesk features.
- The platform claims more than 10,000 active users and 99.9% uptime.
- A 14-day free trial is offered with no credit card required and cancellation anytime.
- Client portals support custom branding, token-based authentication, document sharing, project visibility, payments, and support tickets.
- The platform supports integrated payment options including Stripe, PayPal, QuickBooks, Xero, Square, and Plaid.
Distilled from this business's own website.
Contact & Location
- Address
- 1844 Sir Tyler Dr, Wilmington, NC 28405
- Website
- http://swellsystem.com/
- support@swellsystem.com
Services
- All-in-one business management software
- Customer relationship management
- Project management
- Invoicing and payment processing
- Proposal and contract management
- Email marketing
- Scheduling and booking
- Client portal software
- Embeddable lead-capture forms
- Helpdesk and ticketing
- Workflow and AI automation