User guides

Track the CPD hours and points people and organisations earn from events, calls and forms. Frameworks are configured for your account, so the rules match your reporting.

Work through lists and act in bulk — approve members, process payroll deductions, chase invoices. Each Action Centre is customisable, so teams see only what they need.

Do the follow-up without doing the follow-up. Build journeys on the automation canvas with triggers, actions, delays and conditional paths.

Run award programmes end to end. Candidates sit in a project your team manages, while judges score through the Login Portal and feedback writes back to the record.

Get through your call list faster. Work a list as a team, call from your phone or SwiftFox's internet-based phone system, and log every outcome on the contact.

Everything you know about a person or organisation on one screen — details, custom fields, roles, relationships and the full history of every interaction.

See how your organisation is tracking at a glance, with widgets for engagement, membership, finances and donations. Pin any widget to your Home page.

Produce letters, certificates and agreements without retyping. Mail merge your Word templates from a profile or in bulk, then store them on the contact.

Build campaigns on the email canvas with your brand hub styling and merge fields, save designs to the Template library, and see how each one performed.

Run an event from first invite to final headcount — sell tickets, manage bookings, and keep everyone updated by email and text message, in person or virtual.

Build a form with conditional logic, embed it on your site or share a link, and answers land straight on the contact's profile. Use it for joins or petitions.

Bring people and organisations in bulk without duplicates. Upload a CSV or Excel file, map your columns, review every row, then save the mapping for next time.

Connect SwiftFox to the tools you already use — Xero, the Outlook plugin, 5,000+ apps through Zapier, or your own connection built on the SwiftFox API.

Filter people, organisations or roles on any criteria and save a live or fixed list. Lists feed email, text messages, call lists, invitations and reporting.

See where your people are. Maps plots contacts from the addresses in your account and layers your own datasets and demographics on top for planning.

Control who can see and do what. Permissions are granted through users & groups, with access levels on individual posts, tasks, cases, contacts and projects.

See a project as stages rather than a long list. A Pipeline is a project Table view grouped by a stage column, so each stage becomes a band with a count.

Track work in a table you can shape to fit. Choose your columns, group projects into folders, set permissions by row or column, and save reusable templates.

Ask questions of your own data where you already work. Open the SwiftFox AI drawer beside any screen, and add people, lists, emails and events for context.

Keep track of who is doing what. Create tasks, assign them to a user or team, @mention related contacts, and use sharing permissions when they are sensitive.

Send a text message to one contact or run a campaign to a list, personalise with merge fields, save templates, and handle replies in two-way conversations.

Syncs contacts, invoices and financial data between SwiftFox and Xero, so your membership and accounting records stay in step across both systems.