Sales Module

The Sales module gives your team a full CRM with pipeline management, contact tracking, quoting, and AI-powered follow-up.

Pipeline management

Create custom pipeline stages that match your sales process. Drag deals between stages, set close dates, and track deal values. AI flags stuck deals automatically.

Contacts & accounts

Complete directory of contacts and companies with full interaction history. AI enriches profiles from email signatures and public data.

AI follow-up

Every deal gets a dedicated AI agent that drafts follow-up emails, reminds you when to call, and sends pre-approved sequences automatically.

Quoting & proposals

Create professional quotes directly in Swiftly. AI drafts proposal copy from deal notes. Track views and convert to orders in one click.