The New Standard for Client Management

Run your business without the chaos.

SwiftDesign CRM brings your clients, pipelines, and documents into one beautifully simple workspace. Stop fighting your software and start closing deals.

Generous Free Plan
No credit card required
Sign up in 1 minute
Search global...
SwiftDesignSwiftDesign CRM
Dashboard
Companies
Leads
My Board
Workspace Board
Tasks
Client Portals
Send Offer
Invoicing
Documents
Sheets
Team
Activity
Settings

Dashboard

Manage your daily activities

Week
Month
Year
Apr 29, 2026
Download Data
Pipeline Value
$124k
New Leads
18
Closed Deals
7
Active Deals
24
Revenue Forecast
Negotiating (9)
Pitched (2)
New Lead (1)

Measure your entire business health.

The dashboard gives you instant access to your active pipeline value, total sold revenue, and a visual doughnut chart that automatically highlights your top 8 highest-paying clients to prevent clutter.

  • Track top 8 highest-paying clients
  • Real-time pipeline distribution sync
  • Dynamic revenue and pipeline metrics
Pipeline
Sold
Negotiating (9)
Pitched (2)
New Lead (1)
Lead Generation
Stage 1
Proposal Sent
Stage 2
Deal Closed
Stage 3

Visualize every deal in real-time.

Stop losing deals in cluttered external trackers. Our Kanban boards give you total visibility. Use a Private Board for yourself, or collaborate in real-time with your team.

View all features

Everything in one place.

With native Client Portals, you share a magic link with a secure token giving clients instant, passwordless access to their portal — where they upload files, create folders, and chat natively with your team.

  • Magic link portal access
  • File, image & video uploads
  • Native in-portal chat

Client Database

Rich profiles for every client, securely stored.

Secure Portals

Magic link access to files, uploads and chat.

Sheets & Invoices

Native spreadsheets, text docs, and integrated invoicing.

Organized Storage

Nested folders for all documents and media.

Ready to upgrade your workflow?

Join modern agencies and bring order to your business. Sign up in 1 minute.

Start your Free Plan