Everything you need to run your service business
ServeSwift connects your CRM, scheduling, proposals, contracts, projects, invoicing, and client communication in one place so you spend less time on admin and more time growing your business.
Get started freeAI-generated quotes from sales transcripts
Full client activity history in one timeline
Gmail and Outlook sync, automatic logging
Send contracts for e-signature without leaving ServeSwift
Public booking pages with round-robin scheduling
Project management with templates and tasks
Invoicing with Stripe payment links
Product catalog powers every proposal automatically
Know your clients, never miss a follow-up
A CRM built around the way service businesses actually work. Every contact is linked to an account, every interaction is logged, and nothing falls through the cracks.
- Contacts and accounts with full relationship history
- Log calls, emails, SMS, and meetings in one timeline
- See every touchpoint at a glance without digging through inboxes
- Search and filter across your entire client base
Let clients book time with you
Create event types with custom availability windows and share your booking page. Supports Google Calendar, Outlook Calendar, and round-robin team scheduling.
- Public booking pages with your own branded URL
- Set availability windows per event type
- Google Calendar and Outlook Calendar two-way sync
- Round-robin scheduling for teams (Pro and above)
Your inbox, connected to your CRM
Connect Gmail or Outlook and every email you send or receive with a client is automatically logged as an activity. No manual entry, no missed context.
- Gmail and Outlook OAuth. Connects in seconds.
- Sent emails auto-create contacts for new recipients
- Full email threads viewable inside the CRM
- Inbound and outbound sync with configurable scope
Quote in under a minute from a sales call
Upload or paste a sales call transcript and ServeSwift's AI reads it, extracts what the client needs, and generates a fully itemized quote matched to your product catalog.
- AI extracts deliverables and requirements from the transcript
- Automatically matches to your products and packages
- Editable before sending. You stay in control.
- No more starting proposals from a blank page
From approved quote to signed contract in one click
Turn any accepted quote into a professional service contract instantly. AI drafts it using your quote details, your templates handle the legal boilerplate, and e-signature closes the deal.
- AI generates contract language from quote line items
- Reusable templates with dynamic placeholders that auto-fill
- Send for e-signature via Dropbox Sign or DocuSign (Pro)
- Send directly from ServeSwift without a third-party account (Business)
Track every deal from first touch to close
A lightweight pipeline to track deals through your sales process. Link quotes and contracts to deals so nothing gets lost.
- Create deals linked to accounts and contacts
- Generate AI quotes directly from deal activities
- Track deal stages and expected close dates
- Full history of quotes and contracts per deal
Deliver work on time, every time
Manage client projects with stages, tasks, and templates. Track progress alongside payment schedules so billing stays in sync with delivery.
- Project templates for repeatable workflows
- Stages and tasks with drag-and-drop reordering
- Payment schedule tracking tied to project milestones
- Create projects directly from signed contracts
Get paid without the back and forth
Create professional invoices, send them by email, and let clients pay via Stripe checkout. Auto-generate recurring invoices so you never miss a billing cycle.
- Create, send, and void invoices with line items
- Stripe payment links for instant online payment
- Recurring auto-generation on a schedule
- PDF export and email delivery
Build your catalog once, use it everywhere
Define your services and packages once. ServeSwift's AI references your catalog when building quotes, so every proposal is accurate and consistent with no copy-pasting.
- Products with flexible billing types: one-time, recurring, hourly, milestone
- Bundles and packages with optional custom pricing
- Used automatically in AI quote generation
- Shared across your whole team
Clients view, sign, and pay without creating an account
Send clients a magic link and they can view their quote, sign contracts, pay invoices, and track status without logging in or creating an account.
- Magic link access with no password and no friction
- Clients view itemized quotes grouped by billing type
- Accept or decline quotes directly from the portal
- Pay invoices directly from the portal via Stripe
- Contract status visible once sent for signature
Built for teams, not just solo users
Invite team members with admin or member roles. Manage multiple organizations from a single account.
- Invite team members via email
- Admin and member roles with permission controls
- Multi-org support for agencies and consultancies
- Per-seat billing scales with your team
Connect the tools you already use
ServeSwift plugs into your email, calendar, video conferencing, and e-signature tools so everything stays in sync without manual data entry.
- Gmail and Outlook email sync with automatic activity logging
- Google Calendar and Outlook Calendar two-way sync
- Zoom recording and transcript sync to CRM activities
- Dropbox Sign and DocuSign for e-signature (Pro and above)
Ready to run your service business from one platform?
Free plan included. No credit card required.
Get started free