• CRM Overview

  The CRM (Customer Relationship Management) module is the heart of SWELLEnterprise, helping you manage all your customer relationships, track interactions, and grow your business.Some readers

• Managing Companies

  Organize your business relationships by creating and managing company records in your CRM.Some readers

• Managing Contacts

  Contacts are the foundation of your CRM. Learn how to create, organize, and manage all your customer and prospect information.Some readers

• Reminders

  Set reminders on any CRM entity (contacts, companies, leads) to never miss a follow-up or important date.Some readers

• Custom Fields

  Add custom data fields to CRM entities (contacts, companies, leads) to capture information specific to your business.Few readers

• Leads Pipeline

  Track and convert prospects into customers using the visual leads pipeline board.Few readers

• Note Visibility Controls

  When adding notes to contacts, companies, leads, projects, or tasks, you can control who sees each note using the visibility setting. This gives you fine-grained control over sensitive information within your team. Visibility Options Every note has three visibility options, selectable when creating or editing a note: Team (Default) All team members within your account can see the note. This is the standard setting for general-purpose notes, meeting summaries, and shared context. No spFew readers