FOR PROFESSIONAL SERVICES
Run every project, client, and invoice from one workspace.
Consulting firms, agencies, and professional services teams waste hours toggling between project tools, CRM, and billing software. Swiftly unifies them all — with AI agents that track time, draft invoices, and follow up on clients automatically.
Challenges You Face
Time tracking is broken
Your team forgets to log hours, switches between project tools and spreadsheets, and billable time leaks every week.
Resource allocation is guesswork
You can’t see who’s overloaded or available without checking three separate tools and asking around.
Client billing is manual and slow
Creating invoices means exporting timesheets, cross-referencing rates, and manually building documents in another tool.
How Swiftly Helps
Projects + CRM in one view
See every client relationship alongside active projects, timesheets, and pipeline. No tab-switching, no data silos.
Powered by ProjectsAI-assisted time tracking
AI agents pre-fill timesheets based on activity, suggest missing entries, and flag unbilled hours before they slip through.
Automated client invoicing
Generate invoices directly from approved timesheets. AI matches hours to rate cards, calculates totals, and drafts professional documents.
Powered by SalesResource planning dashboard
Real-time view of team capacity, utilisation rates, and upcoming availability — across every project and department.
“We recovered 15% of billable time in the first month just from better time tracking. The AI pre-fills are remarkably accurate.”
— Managing Partner, European IT Consultancy
Your projects deserve better tools.
See how Swiftly helps professional services firms track time, manage clients, and invoice automatically.