---
description: Review of SwiftDesign CRM 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: SwiftDesign CRM | Reviews, Pricing & Demos - SoftwareAdvice NZ
---

Breadcrumb: [Home](/) > [CRM Software](/directory/4153/crm/software) > [SwiftDesign CRM](/software/550573/SwiftDesign-CRM)

# SwiftDesign CRM

Canonical: https://www.softwareadvice.co.nz/software/550573/SwiftDesign-CRM

> SwiftDesign CRM is a customer relationship management platform designed to simplify business operations for agencies and professional teams. It combines client management, sales tracking, document storage, and invoicing within a single workspace.

The platform includes visual Kanban boards for managing sales pipelines, allowing teams to track deals through customizable stages. Secure client portals enable clients to upload files, organize content in nested folders, and communicate with team members through built-in chat features. A real-time dashboard provides analytics such as pipeline value, lead tracking, closed deals, and revenue forecasts, with visual charts highlighting key client data. The invoicing feature supports billing and payment tracking, while the document management system accommodates spreadsheets, text documents, and various media types.

The system offers a client database for storing detailed profiles, tools for activity and task tracking with multiple calendar views, and workspace boards for team collaboration. It adheres to GDPR compliance and enterprise-level security standards to ensure data protection.
> 
> Verdict: Rated **5.0/5** by 1 users. Top-rated for **Ease of Use**.

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## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **5.0/5** | 1 Reviews |
| Ease of Use | 5.0/5 | Based on overall reviews |
| Customer Support | 5.0/5 | Based on overall reviews |
| Value for Money | 5.0/5 | Based on overall reviews |
| Features | 5.0/5 | Based on overall reviews |
| Recommendation percentage | 50% | (5/10 Likelihood to recommend) |

## About the vendor

- **Company**: Swiftdesign

## Commercial Context

- **Starting Price**: US$15.00
- **Pricing model**: Flat Rate (Free version available)
- **Pricing Details**: SwiftDesign CRM offers six pricing plans with various features and payment frequencies. The Founders Edition: Pro Lifetime plan is a one-time payment, while other plans are subscription-based. The Enterprise plan requires contacting sales for pricing.
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: Angola, Argentina, Aruba, Australia, Austria, Bahamas, Bahrain, Belgium, Bermuda, Bosnia & Herzegovina, Botswana, Brazil, Bulgaria, Canada, Cayman Islands, Chile, China, Colombia, Costa Rica, Croatia and 68 more

## Features

- Activity Dashboard
- Alerts/Notifications
- Contact Management
- Customizable Fields
- Data Import/Export
- Data Security
- Document Storage
- Drag & Drop
- Email Templates
- Forecasting
- Interaction Tracking
- Lead Generation
- Lead Management
- Lead Qualification
- Multi-Channel Communication
- Quotes/Estimates
- Reminders
- Reporting/Analytics
- Sales Pipeline Management
- Sales Reports

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base

## Category

- [CRM Software](https://www.softwareadvice.co.nz/directory/4153/crm/software)

## Reviews

### "Nice CRM system for my new small company" — 5.0/5

> **Daniel** | *28 May 2026* | Wholesale | Recommendation rating: 5.0/10
> 
> **Pros**: For my new small company it was the perfect fit for the overview of products, customers and pipeline (leads and sales)
I have not used all the feautures yet, but seems good.
> 
> **Cons**: nothing yet
have not used it alot yet
I have not used all the feautures yet, but seems good. we will see
> 
> The designer \[sensitive content hidden\]
 have been helpful  making it suitable for my business. Very happy about that.....

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/550573/SwiftDesign-CRM)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/product/550573-SwiftDesign-CRM/> |
| en-AU | <https://www.softwareadvice.com.au/software/550573/SwiftDesign-CRM> |
| en-GB | <https://www.softwareadvice.co.uk/software/550573/SwiftDesign-CRM> |
| en-IE | <https://www.softwareadvice.ie/software/550573/SwiftDesign-CRM> |
| en-NZ | <https://www.softwareadvice.co.nz/software/550573/SwiftDesign-CRM> |

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