Contacts & Profiles

The perfect database

SwiftFox manages all your Contact information, via individual and organisation profiles
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Store, manage and track your contacts

Each contact has a profile created for them in SwiftFox. The profile will track all core contact data including:

Profile information including personal and contact information

Have their organisation, employer, group associations or interests tagged

Set individual categories and custom fields

Financial status and other key information (if required)

Tracking of all communications & interactions with contacts

Communications sent and received - emails, calls, texts, and event tracking is all added to a contact’s profile so as to provide a rich history of your interactions

You can also store documents on a contact profile

Create contacts

An organised way to keeptrack of your client relationships. They are the foundation of the database you will build with SwiftFox, ever-growing, ever evolving.

Search & segment

SwiftFox tells you who you need to contact and what relationships are thriving. SwiftFox takes care of all of your clients, prospects and referrers.

Restrict access

Reduce your sales cycle and manage your list of new prospects. Monitor wins, losses, staff performance & conversions. Seize every opportunity to grow.

Check out our other SwiftFox features

Dashboard Reporting
Engagement
Pipelines & Projects
Marketing
Subscriptions & Payments
Artificial Intelligence
Integrations
Login Portal
Websites
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Frequently Asked Questions

Can I customise the fields for contacts based on my organisations needs?
SwiftFox allows for unlimited custom fields to be created under both people and organisations to ensure the data stored can be tailored to your needs. Custom fields can be created easily by users, there is no need to contact our team!
What information can I store under each profile?
Whatever you are interested in storing! SwiftFox profiles keep track person details, contact details, financial information, interests, a history of all interactions and many more.
Can I import my current contacts into SwiftFox?
The SwiftFox team can assist with the initial importing all of your contacts into SwiftFox, and we also have an easy-to-use data import tool that allows you to import contacts yourself.
Can I link contacts to organisations?
Yes. SwiftFox allows people and organisations to be linked, helping you keep track of all of your contacts and what organisations they are a part of. Organisations can also be linked to other organisations, a real point of difference for SwiftFox.
What happens if someone fills out my mailing list form?
Using either SwiftFox forms or our API, when a contact fills out a subscribe form a contact will automatically be created in your SwiftFox. Automatic emails can also be sent to the subscriber.
What security measures are in place to protect my contact's data?
Data Security at SwiftFox is our highest priority, we are one of only 650 Australian organisations to be ISO 27001 certified.
Can I export my contacts from SwiftFox?
SwiftFox allows you to easily export lists from SwiftFox to a CSV which can be opened in Excel. These exports are highly customisable only exporting the required information. Permissions can be set on who in your organisation can export.
Can I assign contacts to specific members of my team?
Contacts in SwiftFox have the option to assign a stakeholder leader, allowing you to effectively delegate members between your organisations team.

Time to join SwiftFox?
Making the jump is easy!

Get in touch and learn how easy it is to join SwiftFox, our team is available to help you every step of the way.
We don’t just tell you to export your data from your old systems and figure it out yourself, your dedicated account manager will sit down and plan with you the most efficient migration process with minimal disruption. No third-party implementation provider required, just us!

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