SwiftFox for
Professionals

Scale, soar and make your clients happy

Strengthen your client relationships

We built SwiftFox with your clients in mind. Track your progress and keep your leads hot, all while helping your collaboration flow.

Profiles are easy

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.

Build real relationships

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

Grow your pipline

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

Deepen your
relationships

Build segmented lists in only a few clicks based on any data you have stored against your clients. Centralise your workflow, monitor updates and reporting from your team at a glance. Send emails, newsletters, create events, surveys and sync to your website - all from one place, direct to clients.
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Visualise progress

View your data on our dashboards, build reports, create project boards, assign tasks to your teams. View your data on our dashboards, build reports, create project boards, assign tasks to your teams.
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Store data

Our mission is to democratise data and data analytics. We want organisations to understand how to use their data to grow and strengthen their organisation. In short, we’re not going to put a limit on your data storage capabilities because why would we limit your potential?
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Communications

SwiftFox is designed to give you all your communication tools in the one platform. From email newsletters with personalised mail merge fields, to event organising, to text message marketing - all your communications are finally in the same place.
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See the platform in action

Build segmented lists in only a few clicks based on any data you have stored against your clients. Centralise your workflow, monitor updates and reporting from your team at a glance. Send emails, newsletters, create events, surveys and sync to your website - all from one place, direct to clients.
Dashboards help you see everything at a glance. Track your relationships, measure your progress, and target your efforts.
Request a Demo
Our mission is to democratise data and data analytics. We want organisations to understand how to use their data to grow and strengthen their organisation. In short, we’re not going to put a limit on your data storage capabilities because why would we limit your potential?
SwiftFox is designed to give you all your communication tools in the one platform. From email newsletters with personalised mail merge fields, to event organising, to text message marketing - all your communications are finally in the same place.

Key Features SwiftFox has sorted!

database
Client Database
dashboard
Activity Dashboard
notifications
Alerts & Notifications
segment
Campaign Segmentation
bar_chart
Lead Capture
search
Search & Filter
track_changes
Interaction Tracking
lists
List Builder
text_fields
Customisable Fields
add_task
Task Scheduling
email
Email Marketing
filter_alt
Pipeline Management
local_activity
Event Management
api
Third Party Integrations/API
edit_note
Web Forms
ios_share
Data Export
forum
Two-Way Text Messaging
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Access Controls
rocket_launch
Project Management
groups
Collaboration Tools
multiple_stop

Why SwiftFox?

Here are some of the great things about SwiftFox according to us and our clients. Our mission is to democratise data and data analytics. We want organisations to understand how to use their data to grow and strengthen their organisation. In short, we’re not going to put a limit on your data storage capabilities because that goes against everything we believe in.
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Our Features

One place to manage your entire database.

Store all your contacts – be they clients, prospects, members, stakeholders, supporters – and track all their information including contact details, status, interests & interactions

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Latest blog posts

The latest insights from the team.
Article

The Great Resignation

Five top tips to retain your best talent
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5 Steps to enhance your Succession Plan

Over 50% of partners will retire in 5 years – how should firms prepare?
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2021 Census: Accounting Industry

What did the 2021 Census reveal about the accounting industry?
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