Lightweight CRM
Close more deals, without the bloat. A lightweight CRM built for freelancers, consultants, and small teams. Track contacts, manage your pipeline, and never miss a follow-up. Integrates with SwiftBill for seamless deal-to-invoice workflows.
SwiftLead is a lightweight CRM that gives freelancers and small teams the tools to manage contacts, track deals, and close revenue — without the enterprise complexity of Salesforce or HubSpot. It's built for people who sell alongside their craft, not full-time sales orgs.
Three-tier model: Free (50 contacts, 1 pipeline), Pro at $9/month (unlimited contacts, 5 pipelines, smart reminders, integrations), and Teams at $15/user/month (shared pipelines, team activity feed, role permissions, admin dashboard). Built with Next.js 15, React 19, Tailwind CSS 4, and Supabase. Integrates directly with SwiftBill for deal-to-invoice workflows.
Salesforce and HubSpot are built for hundreds of reps with dedicated sales ops teams. Freelancers sending 5 proposals a month don't need lead scoring, territory management, or 200-field contact forms. They need a pipeline and a reminder system.
Every freelancer starts with a spreadsheet. It works until you're juggling 50+ contacts across different deal stages and can't remember who you promised to follow up with last Tuesday. SwiftLead is the step between a spreadsheet and an enterprise CRM.
Store, organize, and search all your clients and leads in one place. Custom fields, tags, and notes. CSV import to bring existing contacts in seconds. Export anytime — your data is always yours.
Visual kanban board to track every deal from first touch to closed-won. Drag-and-drop deals across stages. Create custom stages that match how you sell. Auto-arrange contacts into pipeline stages by tag.
Log calls, emails, and meetings automatically. Full history for any contact at a glance. Smart reminders so no deal slips through the cracks — get notified at the right time to follow up.
Close a deal in SwiftLead and generate a professional invoice in SwiftBill with one click. Auto-fill client details, pull deal value into the invoice, and track payment status from your pipeline.
Full-stack Next.js 15 application with React 19 and Tailwind CSS 4. Client-side state management via useSyncExternalStore with localStorage persistence. Supabase for backend with encrypted data at rest and in transit (SOC 2 compliant infrastructure).
Dashboard surfaces include contacts table with search and filtering, kanban pipeline with drag-and-drop, settings panel, and stats overview. CSV import with automatic column mapping. Direct integration with SwiftBill via shared account linking.
50 contacts. 1 pipeline. Activity log. CSV import. Email support. No credit card required.
Unlimited contacts. 5 pipelines. Smart reminders. Integrations including SwiftBill. Priority support. Custom fields.
Everything in Pro plus shared pipelines, team activity feed, role permissions, admin dashboard, and onboarding call.
Free forever. No credit card required. Start managing your pipeline in minutes.