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.

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.

Keep everything about a member issue or query in one place. Each case holds its own tasks, posts and documents, with statuses and permissions you control.

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.

Keep the money side of membership in one place: invoices, receipts, plans and fees with recurring payments, and payroll deduction batches.

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.

The screen you land on when you log in, set up your way. Add widgets across tabbed pages and ask SwiftFox AI a question straight from the prompt bar.

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.

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.

The running record of what is happening with a contact. Posts capture notes, files and activity on a profile when it is @mentioned, and feed the Activity Feed.

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.

Where your account is configured — profile and custom fields, users & groups, finance, communication and feature-level options, organised into folders.

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.

Plan structured in-person outreach without paper lists. Build a visit list, send your team out, and have them log conversations on a desktop or in the field.