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.

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The Problem

Your CRM lives in one tool, your quotes in another, your follow-ups in your head. Nothing connects.

With Swiftly

Swiftly unifies your pipeline, contacts, quotes, and follow-ups in one view — with AI that reminds you what to do next.

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.

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.

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.

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.

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.

AI-Powered Sales