SwiftFox for Professional Services

Scale, soar and make your clients happy

Our Mission

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.

Data Storage

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

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 with clients

SwiftFox tells you who you need to contact and what relationships are thriving. SwiftFox takes care of all of your clients, prospects and referrers. You can store unlimited contacts and contact information through SwiftFox profiles. The full history of your client relationships, all in one place.

Grow your pipeline

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

Deepen client relationships with SwiftFox

Build segmented lists in only a few clicks based onany 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 oneplace, direct to clients.

Visualise your progress, and manage your workflow

View your data on our dashboards, build reports, create project boards, assign tasks to your teams.
Read more about our privacy policy

Store as much as you like

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?

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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Article

5 Steps to enhance your Succession Plan

Over 50% of partners will retire in 5 years – how should firms prepare?
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Article

2021 Census: Accounting Industry

What did the 2021 Census reveal about the accounting industry?
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