SWIFT by Tandemloop

SWIFT by Tandemloop is a CRM (Customer Relationship Management) tool designed to streamline sales activities and enhance customer relationships. It caters to businesses of all sizes, from small enterprises to large corporations. According to the vendor, SWIFT is widely used by sales teams, business development professionals, account managers, marketing teams, and customer service teams across various industries.

Key Features

Lead Tracking App: According to the vendor, SWIFT by Tandemloop offers a user-friendly lead tracking app that helps sales teams effectively manage and track leads. It allows users to add company and contact records, log sales activities automatically, and keep records up to date.

Contact & Lead Management: The vendor claims that SWIFT allows users to centralize and manage company and contact records effortlessly. Sales activities are logged automatically, ensuring accurate and up-to-date information. The user-friendly interface simplifies navigation and management of contact and lead data.

Pipeline Management: According to the vendor, SWIFT provides pipeline management functionality to help sales teams track and manage deals. Users can add deals with a single click, assign tasks to push deals forward, and track progress in dashboards. This feature is said to streamline the sales process and improve collaboration among team members.

Statistics: The vendor states that SWIFT offers detailed reports and graphs to provide valuable insights to sales teams. Users can access statistics on various aspects of their sales activities, enabling them to make data-driven decisions and identify areas for improvement.

Secure Storage App: SWIFT includes a secure storage app called VAULT, which, according to the vendor, allows users to store project files and folders securely. The VAULT is equipped with state-of-the-art security measures to ensure the safety of files, even when shared with others.

Meeting Notes App: According to the vendor, SWIFT offers a meeting notes app that enables users to create meeting notes and assign action items. Users can easily add action items and assign them to team members for follow-up. Automatic email and WhatsApp notifications are provided to facilitate easy tracking and collaboration.

Sales Order Tracking App: The vendor claims that SWIFT includes a sales order tracking app that helps teams manage and track customer orders. It is designed to handle a large volume of customers and contacts, enabling teams to scale up faster. This feature is said to streamline the sales order tracking process and enhance overall sales efficiency.

Workflow Organization: According to the vendor, SWIFT helps users organize their workflows effectively. The user-friendly interface allows for easy setup and management of workflows. Users can define and customize workflows based on their specific business requirements, ensuring efficient task management.

Onboarding: According to the vendor, SWIFT offers a smooth onboarding process for new users. Users can create a free account, select their desired plan, and add colleagues and customers to collaborate within SWIFT. This feature is intended to ensure a seamless onboarding experience, enabling users to quickly get started with the app.