Swyft AI

Automate CRM data and processes with AI for improved revenue operations and data hygiene.
August 13, 2024
Web App, Other
Swyft AI Website

About Swyft AI

Swyft AI is designed for revenue teams seeking efficiency through AI-powered process automation. By integrating directly with your call recording tools and CRM, it captures vital data and automates workflows, enabling seamless updates and collaboration across departments. Elevate productivity and reduce manual tasks with Swyft AI.

Swyft AI offers flexible pricing plans tailored for various needs. Users can choose from basic to advanced tiers, with each level granting access to distinct features. Upgrading brings enhanced automation capabilities and greater efficiency, ensuring your revenue team operates at peak performance while minimizing manual input.

The user interface of Swyft AI is intuitive and streamlined, facilitating a smooth navigation experience. With a clean layout and accessible features, users can easily manage automation settings, track CRM updates, and collaborate with team members efficiently, making Swyft AI an essential tool for revenue operations.

How Swyft AI works

Users begin their journey with Swyft AI by signing up and integrating their existing call recording tools and CRMs. Throughout onboarding, they learn to navigate the platform's dashboard, where they can set up automated workflows, manage CRM data updates, and utilize deal alerts easily. By running seamlessly in the background, Swyft enhances collaboration and efficiency for revenue teams.

Key Features for Swyft AI

Automatic CRM Updates

With Swyft AI's Automatic CRM Updates, users enjoy instant updates to any object and field in their CRM, occurring just minutes after a call concludes. This feature reduces manual data entry, promoting accuracy and saving valuable time, thus enhancing overall efficiency for revenue teams.

Cross-Team Collaboration

Swyft AI fosters Cross-Team Collaboration by capturing data relevant not just to sales but also to implementation and customer success. This key feature ensures that all departments stay informed about critical customer interactions, promoting a cohesive workflow that ultimately drives better decision-making across your revenue team.

Process Automation

Swyft AI's Process Automation transforms the way revenue teams operate by handling internal processes in the background. By automating tasks such as generating handoff documents and deal briefs, Swyft AI alleviates the administrative burden on users, allowing them to focus more on strategic initiatives and customer engagement.

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