Overview
What is SwiftCase?
SwiftCase is a no-code workflow automation platform that allows businesses of all sizes to connect their apps, automate their workflows, and streamline their processes without the need for coding, according to the vendor. This versatile solution caters to various professions and industries, including...
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Product Details
- About
- Tech Details
What is SwiftCase?
SwiftCase is a no-code workflow automation platform that allows businesses of all sizes to connect their apps, automate their workflows, and streamline their processes without the need for coding, according to the vendor. This versatile solution caters to various professions and industries, including insurance companies, legal firms, healthcare providers, service-based businesses, and financial institutions.
Workflow Builder: According to the vendor, SwiftCase provides a no-code visual workflow builder that allows users to create customized workflows with ease. No coding skills are required, but expert assistance is available if needed.
App Integration: SwiftCase offers seamless integration with various business apps. The vendor claims that it has a wide range of built-in apps and the ability to integrate any app with a REST-based API, eliminating the need for a developer.
Automation: Users can automate actions based on the data collected in their workflows, as claimed by the vendor. SwiftCase enables automatic triggering of actions such as client communication, team alerts, and events on integrated apps, potentially saving time and increasing efficiency.
Data Sync: The vendor states that SwiftCase ensures automatic synchronization of data across different parts of a business, reducing the need for manual data entry. This feature aims to improve data consistency and accuracy.
Safe and Secure: SwiftCase prioritizes data protection and security, according to the vendor. All data is hosted in secure UK-based data centers, backed by the ISO 27001 certification for information security. Regular backups and rigorous server maintenance and testing are performed to ensure high standards of security.
Easy Implementation: SwiftCase aims to simplify digital transformation and system implementation for businesses, as claimed by the vendor. Users can start with a single process or integrate a single app and gradually expand at their own pace. Implementation experts are available to provide support throughout the process.
SwiftCase Features
- Supported: Access Controls/Permissions
- Supported: Activity Tracking
- Supported: Alerts/Notifications
- Supported: Approval Process Control
- Supported: Business Process Automation
- Supported: Calendar Management
- Supported: Collaboration Tools
- Supported: Compliance Tracking
- Supported: Document Management
- Supported: Drag & Drop
- Supported: Forms Management
- Supported: Graphical Workflow Editor
- Supported: Mobile Access
- Supported: No-Code
- Supported: Real Time Data
- Supported: Reporting/Analytics
- Supported: Role-Based Permissions
- Supported: Search/Filter
- Supported: Task Management
- Supported: Workflow Configuration
- Supported: Rules-Based Workflow
- Supported: Third Party Integrations
- Supported: Workflow Management
- Supported: Activity Dashboard
- Supported: Billing & Invoicing
- Supported: CRM
- Supported: Client Portal
- Supported: Proposal Generation
- Supported: Quotes/Estimates
- Supported: Reporting & Statistics
- Supported: Resource Management
- Supported: Time & Expense Tracking
SwiftCase Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Web-Based |
