Everything SwiftCRM can do
Lead capture from your website, WhatsApp, or manual entry. A pipeline to manage them. Automations to follow up. Analytics to see what's working. All in one lightweight CRM.
Free plan available • Setup in under 5 minutes • No credit card required
01 — Lead Capture
Every way a lead can reach you, handled.
Embed a widget on any site, capture WhatsApp messages, or add leads by hand. Every entry point flows into the same dashboard.
Embeddable widget
One script tag. A floating bubble appears on your site. Visitors fill in a form or chat with your team — leads land in your dashboard instantly.
- ✓ Three modes: Form, Chat, or Both
- ✓ Custom accent colour & position
- ✓ Draft saved in browser — no lost submissions
- ✓ Returns visitors see a "Welcome back" view
WhatsApp lead capture
Add a click-to-WhatsApp button to your site or ads. Every incoming message creates a lead automatically — with their number and intent captured.
- ✓ Works with any WhatsApp number
- ✓ QR code for visiting cards & signage
- ✓ WhatsApp Business API for auto-create
- ✓ Source tagged automatically as "WhatsApp"
Manual lead entry
Add leads directly from the dashboard — from a call, trade show, referral, or anywhere offline. No widget needed.
- ✓ Name, email, phone, status in one form
- ✓ Custom attribute fields pre-loaded from project
- ✓ No API key or widget required
Custom attribute fields
Define up to 20 custom fields per project — company, job title, budget, anything. They appear on every lead form automatically, so you never miss capturing the data you need.
- ✓ Per-project field templates (key + display label)
- ✓ Editable on every lead's detail page
- ✓ Widget-captured fields also shown & editable
UTM & source tracking
Every widget lead automatically captures the source URL, referrer, and full UTM parameters. Know which campaign or page drove each lead — without any extra setup.
- ✓ utm_source, medium, campaign, term, content
- ✓ Source URL + referrer stored per lead
- ✓ Visible on the lead detail page
REST API ingestion
Push leads from any source — your own app, a Zapier zap, a CRM migration, or a custom WhatsApp bot — with a simple HTTP POST.
X-Api-Key: sk_live_…
02 — CRM & Pipeline
Everything you need to manage leads. Nothing you don't.
A table view for bulk actions, a Kanban board to see the whole pipeline, notes and tags for context, and a complete timeline on every lead.
Leads table with filters
Search by name, email, or phone. Filter by status, tag, and date range. Paginated, fast, and export-ready.
Kanban pipeline view
Drag and drop leads between stages — New, Contacted, Qualified, Won, Lost. Instantly see the state of every deal without opening a single record.
Tags
Create tags and apply them to any lead. Filter your leads table or pipeline by tag. Colour-code your segments however you like.
Notes & timeline
Leave notes on any lead. See a full timeline: when they were created, which status changes happened, and which team member did what.
Multi-project
Create separate projects for each website, product, or campaign. Leads, keys, and attribute templates are isolated per project. One org, multiple contexts.
New lead notifications
Get an email the moment a new lead arrives. Unread leads also surface on your dashboard so nothing slips through, even when you're not watching the inbox.
03 — Automation & Workflows
Set it up once. Follow up forever.
Build trigger-action workflows that fire the moment a new lead arrives. Alert your team, push data to other systems, or send a welcome email — all automatically.
Email actions
Send a templated email to your team or the lead themselves. Personalise with lead name, email, project, and timestamp.
Slack notifications
Post a message to any Slack channel when a lead arrives. Your sales team knows instantly — no email checking required.
Signed webhooks
POST lead data to any URL — Google Sheets (via Apps Script), Zapier, Make, or your own system. Payloads are HMAC-signed so you can verify authenticity.
Reliable delivery
At-least-once delivery with 4 automatic retries. Every delivery attempt is logged with status, response code, and timestamp — so you always know if it worked.
Example workflow
⚡ Trigger
New lead received
Any project · any source
Action 2 — Slack
Post to #leads channel
{{ name }} · {{ email }} · {{ project }}
Action 3 — Webhook
POST to Google Sheets script
HMAC-signed · 4 retries · delivery log
04 — Analytics
See what's working at a glance.
Your dashboard shows lead volume over the last 30 days, status breakdown, and unread leads that need attention — all without leaving the home screen.
30-day lead volume chart
A line chart showing daily lead volume for the last 30 days. Spot trends, spikes from campaigns, and quiet periods at a glance.
Status breakdown
Instantly see how many leads are New, Contacted, Qualified, Won, or Lost. Understand your conversion funnel without building a report.
Unread leads dashboard
New leads with a message appear at the top of your dashboard with a preview. One click to reply. Nothing important buried in a table.
05 — Team Collaboration
Your whole team. One dashboard.
Invite teammates via email. Manage members and roles from the settings page. Leads, notes, and activity visible to everyone on the team.
Email invitations
Invite anyone to your org by email. They get a one-click accept link — no signup friction. Pending invites shown in your members settings.
Roles & permissions
Admin and member roles. Admins manage billing, API keys, and project settings. Members can view and work on leads across all projects.
Organization settings
Your org is the top-level container — all projects and leads belong to it. Update org name, manage billing, and control API keys from one place.
06 — Export & Integration
Your data, your way. No lock-in.
CSV, API, and webhooks mean you can always get your data out — and pipe it into whatever you're already using.
CSV export
One click from the leads table. Exports name, email, phone, status, tags, UTM params, custom attributes — everything, flat. Open in Excel, Sheets, or any tool.
REST API
POST leads in from any source. API key authentication, JSON payloads, custom attributes supported. Full OpenAPI spec available.
View API docs →Webhooks to anywhere
Fire a signed POST to any URL on new lead. Connect to Google Sheets, Zapier, Make, Pipedrive, or your own backend. Delivery logs included.
Webhook guide →How SwiftCRM compares
We don't try to replace enterprise CRMs. We replace the spreadsheet you're using instead.
| Feature | SwiftCRM | HubSpot Free | Zoho CRM |
|---|---|---|---|
| Setup time | 5 min | 2–3 days | 1–2 days |
| Embeddable widget | ✅ 3 modes | ⚠️ Forms only | ⚠️ Forms only |
| WhatsApp capture | ✅ Built-in | ❌ | ⚠️ Add-on |
| Custom attribute fields | ✅ 20 per project | ✅ | ✅ |
| Kanban pipeline | ✅ | ✅ | ✅ |
| Workflow automation | ✅ Email/Slack/webhook | ⚠️ Paid only | ⚠️ Paid only |
| CSV export | ✅ Free | ✅ | ✅ |
| Price for a team of 5 | ₹999/mo | ₹0 but limited | ₹6,500+/mo |
Common questions
Do I need to code to use SwiftCRM? ▼
No. Paste one script tag before </body> and the widget appears. Everything — widget style, custom fields, pipeline stages, workflows — is configured from the dashboard. For custom integrations you can use the REST API.
Can I add custom fields to my leads? ▼
Yes. In your project settings, define up to 20 custom attribute fields (key + display label). They appear automatically on the manual lead form and on every lead's detail page. Widget-captured fields also appear as editable inputs on the lead page.
How does WhatsApp capture work? ▼
Add a click-to-WhatsApp button to your site or run WhatsApp ads. When a visitor taps it and messages you, SwiftCRM creates the lead automatically with their number and the intent message. No WhatsApp Business API required to start — that's optional for more advanced automation.
What triggers can I use for workflows? ▼
Currently: "New lead received" (for any project). Actions available: send email, post Slack message, fire a signed webhook. Multiple actions per workflow. Delivery is at-least-once with 4 retries and full logging.
Can I export my data if I want to leave? ▼
Yes, always. CSV export is available on every plan including free. The REST API lets you pull everything programmatically. We don't hold your data hostage — that's a core principle.
Is there a free plan? ▼
Yes. The free plan includes 100 leads/month, 1 project, pipeline view, and the widget — no credit card required, no time limit. Upgrade when you need more leads, more projects, or automation features.
Ready to start?
Set up. Capture. Close.
Free plan, no credit card. You can be capturing leads in under 5 minutes.
5-minute setup • Cancel anytime • Export your data at any time