--- description: Review of SWELLEnterprise Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: SWELLEnterprise | Reviews, Pricing & Demos - SoftwareAdvice NZ --- Breadcrumb: [Home](/) > [Business Management Software](/directory/4371/business-management/software) > [SWELLEnterprise](/software/476544/SWELLEnterprise) # SWELLEnterprise Canonical: https://www.softwareadvice.co.nz/software/476544/SWELLEnterprise > SWELLEnterprise is a client management platform designed to consolidate business operations into a single system. It is used by agencies, freelancers, consulting firms, professional services organizations, healthcare providers, legal firms, real estate professionals, and coaching businesses. The platform is suitable for solo entrepreneurs, small teams, and growing businesses seeking to streamline their tools into one solution. The platform includes several modules that work together. The CRM and sales pipeline features include drag-and-drop functionality, automated lead scoring, and email tracking. Project management tools provide Kanban and list views, time tracking, and resource management with Gantt charts. The invoicing system allows for invoice generation, recurring billing, and support for multiple payment gateways, along with financial reporting. Other modules include proposals with e-signature functionality, email marketing with drag-and-drop builders and automation, scheduling with calendar synchronization, embeddable forms with multi-step options, and helpdesk ticketing with shared inboxes and SLA management. Artificial intelligence features vary by subscription tier and include AI-powered search, an AI assistant, and predictive insights. A white-label client portal offers a branded experience with secure access, document sharing, and integrated support. Security measures include encryption, SOC 2 compliance, and automatic backups. The system provides API access for custom integrations and operates on enterprise-grade infrastructure with documented uptime reliability. > > Verdict: Rated **4.2/5** by 5 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.2/5** | 5 Reviews | | Ease of Use | 4.2/5 | Based on overall reviews | | Customer Support | 4.2/5 | Based on overall reviews | | Value for Money | 4.0/5 | Based on overall reviews | | Features | 4.2/5 | Based on overall reviews | | Recommendation percentage | 70% | (7/10 Likelihood to recommend) | ## About the vendor - **Company**: Swell System ## Commercial Context - **Starting Price**: US$99.00 - **Pricing model**: Flat Rate (Free version available) (Free Trial) - **Pricing Details**: SWELLEnterprise offers four plans built for service businesses — from solo freelancers to multi-tenant agencies running a white-label reseller program. • Free ($0/month) — Get started with one module and one user. No credit card required. • Starter ($49/month) — For freelancers and solo service businesses. Includes CRM, projects, invoicing, proposals, and the branded client portal. • Professional ($99/month) — For growing teams and small agencies. Adds the helpdesk module, embeddable forms, AI assistant with predictive insights, and unlimited shared inboxes. • Business ($199/month) — For agencies and platforms that need to white-label SWELLEnterprise. Includes white-label branding, custom domain, full REST API access, multi-tenant reseller controls, and white-glove migration. All paid plans include a 14-day free trial with no credit card required. Annual billing saves 15%. Nonprofit and educational discounts available. - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500 - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: English - **Available Countries**: United States ## Features - API - Accounting - CRM - Client Management - Client Portal - Contact Management - Customisable Branding - Drag & Drop - Marketing Automation - Project Management - Quotes/Estimates - Reminders - Scheduling - Task Management - Workflow Management ## Integrations (8 total) - Crisp - Gmail - Google Calendar - QuickBooks Online - Stripe - Stripe Billing - Xero - Zapier ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - 24/7 (Live rep) - Chat ## Category - [Business Management Software](https://www.softwareadvice.co.nz/directory/4371/business-management/software) ## Reviews ### "“Overall it’s a complete solution for a Business”" — 5.0/5 > **Sheikh** | *14 October 2020* | Computer Software | Recommendation rating: 9.0/10 > > **Pros**: The well-organized dashboard that I liked the most. No need to use multiple tools for your business, You can get numerous solutions in one place like project \& task management, CRM, Team Chat, File Manager, Accounting. I really love the features that they have. > > **Cons**: I have not found any major complexity with Swell Enterprise. They are continuously improving. ----- ### "Best fully stacked CRM" — 5.0/5 > **Verified Reviewer** | *26 March 2019* | Real Estate | Recommendation rating: 10.0/10 > > **Pros**: I’ve used a lot of other tools \& CRMs in different industries: Real estate, Healthcare, Marketing. It’s one of the best CRMs out there. It saved my couple of hundreds every month spent on other tools. It replaces 3-4 other tools we are using on monthly basis. I built the same features on Podio which costed me over $1000, but I have all same features already built in and integrated with SwellEnterprise. Twilio Email (send/receive) proposal Invoicing Client Portal > > **Cons**: Product is still new so I get some bugs, but the founder and his support team always go above and beyond (almost 24/7) and fixed any issue I had. > > Very satisfied with what I have and have extremely high expectations with them ----- ### "SWELLEnterprise needs a little more development" — 3.0/5 > **Kayla** | *15 December 2019* | Marketing & Advertising | Recommendation rating: 3.0/10 > > **Pros**: SWELLEnterprise was very clean in its appearance and had most of the standard CRM /business management features one would expect and more. It really does have a wide range of features for running your business more smoothly, like custom branding, white label options, contact management, tasks, etc but needs a bit of improvement. > > **Cons**: It did not meet our specific business needs when we ran into a number of issues that support needed time to get answers on. One example in particular was an inability to set up repeating tasks. As a company involved in the monthly billing and therefore creation of marketing materials and posts, this was a feature that was sadly missing. Additionally, there were issues with invoicing where the invoices would be paid by clients but would not register as such within the system. > > Happy we were able to complete a trial before committing. Not the best experience but we may check back into SWELLEnterprise later on when they may have smoothed out some of the kinks. ----- ### "Lots of features and support was AMAZING\!" — 5.0/5 > **Verified Reviewer** | *30 November 2017* | Internet | Recommendation rating: 10.0/10 > > **Pros**: I was able to cancel most of my subscriptions to other products because this offered a lot of that in one place. > > **Cons**: I wish there were more integrations but support team said they are constantly adding new integrations. > > Organization and it saved money because I didn't need other programs anymore because this does everything in one place. ----- ### "Security Flaw" — 3.0/5 > **Sally** | *12 June 2019* | Internet | Recommendation rating: 3.0/10 > > **Pros**: The premise is amazing. I loved the UI and UX. I was so excited to begin using this product to streamline my business operations. > > **Cons**: Within 20 minutes of using, I found several bugs. Buttons didn't work, I even kept getting Swell's debug screen—yikes\!\! This is a serious security flaw and I don't feel comfortable storing my information with a company that lets their debug environment show up in prod. I chatted with customer service and politely pointed out these problems, showed them screenshots. > > Customer service was terrible when trying to resolve this. I showed them the debug environment and they didn't even acknowledge it. While I was definitely chatting with a human, they felt like a robot. No explanations or apologies (or gratitude) that I showed them these bugs. ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/476544/SWELLEnterprise) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data