• Crisp Events and Automated Campaigns

  The application pushes user events to Crisp via the REST API. These events appear in the user's profile in Crisp and can trigger **automated campaigns** (emails or chat messages).Some readers

• Billing & Subscriptions

  Manage your subscription, payment methods, and billing information.Few readers

• User Invitations, Roles & Permissions Guide

  This comprehensive guide covers how to invite team members, manage roles, assign permissions, and understand how it affects billing.Few readers

• Complete User Management Guide

  1. **Access Team Management:**Few readers

• Business Roles & Permissions Guide

  This guide explains the default business roles available when inviting team members and how to assign super admin privileges via roles.Few readers

• Security Settings

  Configure security features to protect your account and data.Few readers

• Roles & Permissions Manager Guide

  This guide covers how to create custom roles, assign permissions, and manage access control for your team members.Few readers

• Team Management

  Add team members, manage permissions, and collaborate effectively.Few readers

• Connect SWELL to Claude

  Use Claude (or other AI assistants that support custom connectors) to work with your SWELL data in plain English. You can ask Claude to list contacts, create invoices, search projects, manage tickets,...Few readers

• Account Settings

  Manage your profile, preferences, and account configuration.Few readers

• White Labeling and Custom Branding

  SWELL offers comprehensive branding and white labeling options so your CRM looks and feels like your own platform. From basic color customization to full custom domain support, you can tailor the experience for your team and your clients. Branding (All Paid Plans) Available under Settings > Branding, these options let you customize the look of your SWELL account: Colors Primary color -- Used for buttons, links, and accent elements throughout the app Secondary color -- UFew readers