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 interface with a list of sales leads and their potential value

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.


Track and manage all aspects of your prospect journeys, enabling your team to win more clients, with less stress.


Comprehensive user control options, enabling users to keep opportunities or specific details confidential.

Manage Your Workflow

SwiftFox interface showing a list of tasks related to an item in the project list. Each task is assigned to someone different

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.


Automate repetitive tasks


Centralise your work, processes, tools and files


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.

Dashboard Reporting

View easy reports on activity for all Pipelines and Projects, including visualisations.

Restrict access

Detailed user permissions can be set to ensure project features are only available to certain users (or groups of users) in your organisation.

Frequently Asked Questions

What is the difference between SwiftFox Pipelines and SwiftFox Projects?
Can SwiftFox CRM's Lead Management feature integrate with external lead sources (like a form on my website)?
What makes SwiftFox’s Lead & Project Management tools unique for diverse needs?
How does SwiftFox let teams collaborate when it comes to Lead & Project Management?
How does SwiftFox’s Pipeline ensure data accuracy and reliability in Lead and Project Management?
How can SwiftFox Pipelines help in prioritising leads for sales teams?
What kind of reporting and analytics tools are available in SwiftFox's Lead & Project Management?
Can SwiftFox provide specialised training for optimising Lead and Project Management features?

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!

Learn more