More about this software

View a breakdown of what your selected software includes and any additional services available from the supplier.

SwiftCase is a customer service CRM - Centralise customer interactions to improve communication and offer excellent customer service.
Organise communications into actionable tasks with step-by-step workflows maintaining service consistency. Automate actions - get more done in less time.
From high-level overview to detailed records, keep track of enquiries and prioritise tasks to get things done. Get warnings about critical deadlines with a simple traffic-light system, helping your team hit all deadlines and SLAs.
Auto-assign tasks using staff skillset and availability. Delegate and escalate jobs to appropriate team members without work falling through the cracks. Maintain accountability with a clearly defined task owner.
Integrate your apps with SwiftCase workflows - stop wasting time re-entering data into multiple systems. Upload accounts to Xero. Sync emails with Gmail, Exchange, Office 365. Share contacts with MailChimp. Get data from FormStack, Ninja Forms, and HubSpot. And more.
Streamline service operations, enhance efficiency, and give customers an excellent experience.

Features, support & compatibility

This section explains key features, compatibility and the support that’s included as standard.

Key features

Contract Management

Document Templates

Document Management

Correspondence Management

Quote Management

Assignment Management

Skills Management

Contract Management

Service Level Agreement (SLA) Management

Customer Portal & Self-Service

Workflow Management & Process Automation

Product Management

Notification and Alert Management

Workforce Management

Service Analysis

Communications Management

Deployment & supported platforms


Supported browser - Firefox

Vendor Cloud/SaaS - multi-tenant (public)

Supported browser - Edge

Supported browser - Chrome

Supported browser - Safari



SwiftCase provides access to its own API for two-way communication with other apps. Also, we offer configurable API functionality that connects to any REST-based API (as used by the majority of popular apps) with no-code required. Many popular providers are available out of the box as templates, but also we can connect to any bespoke industry software APIs that use this standard.
Product support



Web form

Social media



Knowledge base







Here you can find details of what you’ll pay before the Help to Grow: Digital discount has been applied, how long you’ll pay this fee for, and if this product includes a free trial.

Minimum contract term

1 month

Payment term

Per month, per user

Minimum number of licences


Free trial

Yes, 14 days

Price (excl. VAT)

From £39.00, Per month for 1 user

Contract discount


Additional supplier discounts

These are offered by the software provider.

Per number of licences

101 to 200 users 5% off per user
201 to 300 users 10% off per user
301 to 400 users 15% off per user
401 to Unlimited users 20% off per user
What’s included
Per data storage volume

£25.00 GB

Enhanced support and services

Ticket based support

Additional costs

These are extra services the supplier may offer that are not discounted by Help to Grow: Digital. All costs exclude VAT.

  • Training:
    £90.00 per hour