Circles
Everyone sees what they need
Circles solves the age-old challenge of balancing local autonomy with centralised leadership, all within one CRM.
Scoped access
Circles let you divide SwiftFox into secure, structured areas — by branch, team, region, or however your organisation is shaped. Assign users to one or more Circles so they only see the records, tools and data relevant to that team, branch or region.
Local rules, central control
Each Circle can have its own automations, dashboards, custom fields and payment settings, giving you flexibility without breaking your shared CRM structure.
National oversight
Every team see just their scoped view of the data, tools and workflows they need. Meanwhile leadership retains full oversight across all Circles, giving national teams full visibility and control when they need it.
Tailored access for every Circle
Easily control who sees what in SwiftFox by assigning users to specific Circles. Need someone to access multiple areas? No problem. Users can belong to more than one Circle, and access levels can be tailored for each one.
From local staff to national administrators, everyone gets what they need — and nothing they don’t.
Shared templates for every team
Create comms templates once and share them across multiple Circles to maintain consistent messaging while saving time and effort.
You can tailor content slightly for each Circle without recreating everything from scratch, ensuring brand cohesion across your organisation.
Run calls across your Circles
Run phone campaigns spanning several Circles seamlessly from SwiftFox, giving your outreach teams access to all relevant contacts in one place.
This lets you coordinate campaigns efficiently across regions or teams while respecting Circle-based access controls and permissions.
Circle-based automations
Each Circle can have its own automations, triggers and workflows — tailored to local needs while still fitting within your broader CRM strategy.
Whether it’s onboarding new members, processing payments or managing events, you can run different automations for different Circles — without risk of cross-over.
It’s a powerful way to decentralise operations while keeping your data structure centralised and consistent.
Central data, shared rules
Circles let you share core data and rules across your organisation, without compromising local control or visibility.
National teams can access reporting and insights across all Circles, while local users stay focused on their own records.
No more juggling multiple databases or stitching together fragmented systems. Everyone works together in one place, with the right access and oversight.
Built to grow with you
As your organisation grows, Circles grow with you. Add new teams, offices or campaigns in minutes — all while staying inside the same CRM.
A swift summary of Circles
Divide your CRM into secure Circles that reflect your organisation’s real structure — by branch, region, team or campaign.
Assign users tailored access to just the data, workflows and dashboards they need, while central teams retain full oversight.
Run Circle-specific automations, rules and payment settings to match local needs without fragmenting your database.
Scale easily with a single shared platform, avoiding duplicate systems and simplifying administration.
Get clear visibility and control across your entire organisation — all within one SwiftFox CRM.
More features SwiftFox has sorted
SwiftFox Circles is fully integrated into your CRM, and seamlessly links to other features including:
Let’s talk more
Our team is standing by to share our insight and expertise that comes from pushing ourselves every day to reach our goal of creating the best world’s best campaigning software.
We’d love to learn more about your engagement needs and show you how SwiftFox can help!