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SWOT CRMLead and deal management

SWOT CRM: Every lead, contact and deal on one pipeline

SWOT CRM brings leads, contacts, deals, tasks, conversations and analytics into one place, so a sales team can follow every customer from first contact to a closed deal and beyond.

Book a demoSee the pipeline

Works with Gmail · Outlook · WhatsApp · Microsoft Teams · Slack

Meera Iyer sample

Head of operations, retail chain

New

Lead score0

  1. Web formAsked for a demo for 40 stores
  2. AutomationScored and routed to JM; call task created
  3. WhatsAppCan it work with our Outlook calendars?
  4. CallThree warehouses, roll-out in Q1
  5. GmailProposal sent: warehouse automation
  6. DealSigned. Follow-up booked for a 90-day review

Watching a new lead arrive.

The pipeline

Move a deal, and the pipeline moves with it

Each deal sits on a Kanban board, one column per stage of the sales lifecycle. Move it forward and the stage totals, the weighted forecast and the activity log update at once.

Lead capture

0 · ₹0

    Qualify

    0 · ₹0

      Opportunity

      0 · ₹0

        Proposal

        0 · ₹0

          Closed won

          0 · ₹0

            In the box

            Everything a sales team works with, in one place

            • Lead management

              Capture leads from several channels, then score and route them to the right person.

            • Contact management

              One customer record with the full history of every conversation and deal.

            • Pipeline tracking

              Customisable Kanban boards that follow each opportunity across every stage.

            • Workflow automation

              Rules and automatic follow-ups that take repetitive work off the team.

            • Email and WhatsApp

              Talk to prospects from the CRM itself, with the conversation kept on the record.

            • Reports and forecasting

              A drag-and-drop report builder, revenue forecasts from deal probability and pipeline velocity, and team performance.

            Works with the tools your team already uses

            • Gmail
            • Outlook
            • WhatsApp
            • Microsoft Teams
            • Slack
            • Zoom
            • Calendar
            • Excel

            SWOT CRM, answered

            What is SWOT CRM?
            SWOT CRM is customer relationship management software for sales teams. It keeps leads, contacts, deals, tasks, communication and analytics together, with a Kanban pipeline that follows each deal from first contact to closure and retention.
            Which tools does it connect to?
            Gmail and Outlook, WhatsApp, Microsoft Teams, Slack, Zoom, your calendar and Excel. Ask us about the systems you use.
            Can it forecast revenue?
            Yes. Forecasts draw on each deal’s probability, how fast deals move through the pipeline and historical trends, alongside custom reports and team performance views.
            Can we automate follow-ups?
            Yes. Workflow rules and automatic follow-ups handle repetitive work, and leads can be scored and routed to the right person as they arrive.

            See your pipeline in SWOT CRM

            Book a walk-through with your stages, your team and the tools you already use.

            Book a demoContact us