Contact and organisation management built into your operations platform. Every interaction, relationship, and document in one place. No separate CRM to sync. No duplicate data entry.
Contact Management
Not a bolted-on address book. A proper CRM that's part of your operational platform.
Store every contact with full detail. Phone, email, address, custom fields. Link contacts to organisations, cases, and each other.
Companies, departments, branches. Hierarchical structures that mirror how your clients actually organise themselves.
Who reports to whom. Which contact is the decision-maker. Parent companies, subsidiaries, referral sources. All connected.
Every email, call, meeting in one timeline. Never ask 'when did we last speak?' again. Full context, always available.
See everything that's happened with a contact. Cases opened, documents sent, notes added. One chronological view.
Tag contacts your way. Client type, industry, region, status. Filter and segment for campaigns or reporting.
Complete Picture
Every contact profile shows the complete picture. Recent activity, linked cases, communication history, documents, and relationships. No clicking through five screens to understand a contact.
Find & Filter
Find anyone in seconds. Filter by anything. Save searches for later.
Find anyone instantly. Search by name, email, phone, or any custom field. Results in milliseconds.
Build complex queries. Filter by tags, dates, linked records, or any combination. Save filters for reuse.
Set reminders on any contact. Get notified when it's time to reach out. Nothing slips through.
Attach contracts, proposals, correspondence. Everything related to a contact, accessible from their profile.
Flexible Fields
Add the fields you need. Text, numbers, dates, dropdowns, linked records. Make contacts work for your business, not the other way around.
Name, phone, company ID
With click-to-call and mailto
UK postcode lookup included
Single or multi-select
Birthdays, contract dates
Connect to cases, organisations
Age from DOB, days since contact
Photos, documents, signatures
Industry Applications
Track clients from first enquiry through engagement. Link matters, documents, and billing to each relationship.
Policyholders, claimants, third parties. Know who's who in every claim with full relationship mapping.
Landlords, tenants, contractors, agents. Everyone involved in a property, linked and searchable.
Patients, referrers, GPs, specialists. Relationship tracking that respects clinical hierarchies.
Quick answers about SwiftCase CRM.
SwiftCase CRM is built directly into the operations platform, not bolted on as a separate system. Contacts, organisations, cases, documents, and workflows all live in one place. There are no data silos, no syncing between systems, and no duplicate data entry. Every interaction is automatically linked to the relevant case and visible from the contact profile.
Yes. SwiftCase supports CSV import for bulk contact migration, and the REST API allows ongoing synchronisation with external systems. Our implementation team provides full migration support to ensure your existing contact data, relationships, and history are transferred accurately.
Yes. You can model parent companies, subsidiaries, departments, and branches as hierarchical organisation records. Contacts are linked to their organisations with role definitions, and you can navigate the full structure from any point in the hierarchy.
Contacts and organisations are automatically linked to every case they are involved in. When you open a contact profile, you see all related cases and their current status. When you open a case, you see every contact involved. Full communication history, documents, and activity are tracked in both directions.
Yes, through role-based portals. External users such as clients, partners, or referrers can be given controlled visibility into relevant contact and case information. You define exactly what each role can see and do, ensuring sensitive data remains protected while stakeholders have the access they need.
CRM that's part of your operations platform. Contacts, cases, documents, and workflows in one system. See how it works for your business.
