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Swell Systems

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6 reviews
  • 1 profiles
  • 1 categories
Average star rating
4.0
Serving customers since
2017

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Star Rating

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Swell Systems Reviews

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Profile Name
Star Rating
2
3
1
0
0
Rachael W.
RW
Rachael W.
Mindset and Emotional Wellbeing Coach
11/12/2021
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review

All-in-one business tool which keeps developing

I like being able to create contracts, invoices and send welcome emails on the same platform. Also, being able to chat live with both clients and contacts within the software. It is good to customize the portal to my brand. The client portal allows clients to access files, invoices, and contracts. Being able to create forms and questionnaries to gather all of the clients information that I need..
Romeo P.
RP
Romeo P.
Companies, doctors, and politicians hire the company I started.
09/28/2020
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review

SWELLEnterprise has potential, features need better logic.

I like that you can chat live with clients/contacts and with team members. Team members or freelance workers can track their billable hours with a built in work timer. You can custom brand your portal and allow clients to communicate and access files or items for approval.
Newaz C.
NC
Newaz C.
Marketing Manager & SEO marketer at Powerphrase. Business Development at KB World Wide Inc.
10/09/2019
Validated Reviewer
Verified Current User
Review source: G2 Gives Campaign
Incentivized Review

All in one business tool

My main thing that I like is the customization of the proposals. I like how you can create in depth proposals and invoices. You can do everything in this software. It's great for small businesses and freelancers.

About

Contact

HQ Location:
Wilmington, US

Social

@SwellSystems

What is Swell Systems?

Swell Systems Inc is the SaaS company behind SWELLEnterprise, the all-in-one client management platform purpose-built for service businesses, agencies, and consultancies. Founded in 2017 in Wilmington, NC, the company unifies CRM, project management, invoicing, proposals, embeddable forms, scheduling, helpdesk, and a fully branded client portal into a single workspace — with a built-in AI assistant and a true white-label/reseller tier (Business plan, $199/mo). The open REST API exposes 45+ endpoints and 30+ webhook events, letting agencies and growing teams build the workflow they actually want without bolting on multiple point tools. Best fit: marketing and design agencies, consulting firms, photographers, coaches, real estate teams, legal practices, and any service business that bills on a project, retainer, or recurring basis.

Details

Year Founded
2017
Website
swellsystem.com