Pipelines & Projects
Capture every opportunity
SwiftFox Pipelines and Projects ensures you’ll capture leads and manage all the moving parts of your organisation, without dropping the ball
Capture leads. Convert prospects
SwiftFox’s Pipeline management feature is a centralised place where your team can track prospects and senior management can see a pipeline's status at any time.
bar_chart
Track and manage all aspects of your prospect journeys, enabling your team to win more clients, with less stress.
settings
Comprehensive user control options, enabling users to keep opportunities or specific details confidential.
Manage your workflow
SwiftFox Projects streamlines staff collaboration and workload tracking. Each project can have all relevant Tasks and Comments linked, for an easy overview of all work with detailed insights.
task
Automate repetitive tasks
storage
Centralise your work, processes, tools and files
view_timeline
Visualise a tailored view of your team’s workload and projects
Create tasks
Set alerts for key dates or milestones, save to-dos, and assign tasks to team members.
Check out our other SwiftFox features
Frequently Asked Questions
What is the difference between SwiftFox Pipelines and SwiftFox Projects?
SwiftFox Pipelines: A dynamic tool designed to streamline lead management. It allows users to visually map out and track the entire lifecycle of hot lead opportunities. Through intuitive and customisable pipelines, teams can seamlessly move leads through various stages, from initial contact to conversion.
SwiftFox Projects: For those dealing with complex projects, SwiftFox Projects provides a dedicated space to plan, organise,and execute tasks with precision. This tool offers a comprehensive project management environment where teams can collaboratively work on intricate projects and track key deadlines.
SwiftFox Projects: For those dealing with complex projects, SwiftFox Projects provides a dedicated space to plan, organise,and execute tasks with precision. This tool offers a comprehensive project management environment where teams can collaboratively work on intricate projects and track key deadlines.
Can SwiftFox CRM's Lead Management feature integrate with external lead sources (like a form on my website)?
Absolutely!SwiftFox seamlessly integrates with external lead sources, allowing you toconsolidate and manage leads from various channels in one centralised platform.
What makes SwiftFox’s Lead & Project Management tools unique for diverse needs?
SwiftFox Projects is part of SwiftFox CRM, which means it talks to all our other features - such as lead forms, tasks, emails and events. Whether you're in marketing, sales, or another industry, the feature adapts to your specific project requirements, ensuring a customised and efficient workflow.
How does SwiftFox let teams collaborate when it comes to Lead & Project Management?
SwiftFox projects and pipelines promotes real-time collaboration, allowing team members to share insights, updates, and feedback within the context of the task at hand. Within the platform, you have the flexibility to assign specific project tasks or pipeline opportunities to individual team members, as well as leave comments directly on project items or pipeline entries.
How does SwiftFox’s Pipeline ensure data accuracy and reliability in Lead and Project Management?
SwiftFox allows you to automate data entry into your pipeline, minimising errors andensuring your data is consistently accurate and reliable.
How can SwiftFox Pipelines help in prioritising leads for sales teams?
Userscan easily flag project or pipeline entries with fields such as ‘high’,‘medium’ or ‘low’ priority, fully customisable to your needs and requirements.
What kind of reporting and analytics tools are available in SwiftFox's Lead & Project Management?
SwiftFox offers the ability to build dashboards based on your pipelines and project management boards. These dashboards generate insights to help you make informed decisions and optimise project workflows.
Can SwiftFox provide specialised training for optimising Lead and Project Management features?
Your dedicated account manager will run an in-depth training session so that you and your team can easily learn how to use SwiftFox Projects & Pipelines.
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!