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 a cutting-edge platform designed to streamline revenue operations for teams. Its innovative AI-powered process automation captures and organizes CRM data from customer interactions in real-time, enhancing efficiency and collaboration across departments. Swyft AI empowers revenue teams to focus on strategic tasks instead of manual data entry.

Swyft AI offers flexible pricing plans suitable for various business sizes, with each tier providing distinct features. Users can benefit from automatic CRM updates and deal alerts that enhance team collaboration. Upgrading unlocks advanced integrations and custom workflows, helping businesses maximize their revenue operations.

Swyft AI features a user-friendly interface designed for effortless navigation and efficiency. The layout focuses on providing quick access to core functionalities while ensuring seamless interactions. Users appreciate how Swyft AI integrates smoothly into existing tech stacks, making it easier to capture and process critical data.

How Swyft AI works

Users start by signing into Swyft AI and integrating it with their existing call recording tools and CRM systems. Upon completing a call, the platform automatically processes and routes relevant data to the right destinations in their tech stack. Custom workflows can be set up, ensuring updates are sent directly to team communication platforms like Slack or Teams, all while operating seamlessly in the background.

Key Features for Swyft AI

Automatic CRM Updates

Swyft AI's Automatic CRM Updates feature allows users to update any CRM object shortly after calls, reducing manual data entry tasks. This unique functionality ensures accurate and timely information is available for revenue teams, enhancing productivity and enabling better decision-making in real-time.

Cross-Team Collaboration

The Cross-Team Collaboration feature of Swyft AI captures data relevant to various teams, such as Customer Success and Implementation. By providing comprehensive insights across departments, Swyft AI enhances communication and ensures that all stakeholders stay well-informed, ultimately driving better business outcomes.

Deal Alerts

Swyft AI’s Deal Alerts feature notifies users of key updates and potential risks through platforms like Slack or Teams. This proactive approach helps revenue teams stay engaged and responsive to changes in customer accounts, improving relationship management and offering a competitive advantage.

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