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SALES MODULE

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Close more deals. Let AI handle the follow-up.

Swiftly Sales gives your team a full CRM, pipeline management, and quoting system — with an AI agent on every deal that drafts emails, surfaces insights, and never lets a lead go cold.

1

Pipeline & Deals

Visual deal pipeline with drag-and-drop stages. AI automatically suggests next actions based on deal age, contact history, and stage. Stuck deals get flagged before they die.

2

Contact & Account Management

Full contact and company profiles with interaction history, notes, tasks, and linked documents. AI enriches contacts automatically from email signatures and linked data.

3

AI-Powered Follow-Up

Every deal has an AI agent. It drafts follow-up emails in your voice, reminds you when to call, and can send pre-approved sequences automatically. You approve. It executes.

4

Quoting & Proposals

Create professional quotes and proposals directly in Swiftly. AI drafts proposal copy from your deal notes. Send, track opens, and convert to a signed order — all in one flow.

5

Reporting & Forecasting

Real-time pipeline value, conversion rates by stage, rep performance, and AI-generated forecast commentary. Know where your quarter stands before your Monday morning meeting.

HubSpot charges you €800+/month for a CRM that still doesn’t talk to your operations. Swiftly Sales is natively connected to your Projects, Procurement, and Operations — from day one.

Ready to close more deals with less effort?

See how Swiftly Sales uses AI to follow up, draft proposals, and keep your pipeline moving.

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