Work the way your business works (but better).

Choose how you want to do things, and let SwiftCase help you to get them done. Fit the app around your business not the other way round. Become more streamlined and efficient with your business processes mapped out in clear and easy to follow workflows. Break your work down into step-by-step processes so progress can be tracked and shared with a clearly defined status for each and every task.

 

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Workflow Management

Keep work on track, share progress and stay organised with clearly defined workflows that set out how to complete tasks correctly.

Custom workflows

Custom workflows

Build or modify your business processes as custom workflows, including integrations, using a visual builder with no need for coding. (Want us to do it for you? Just ask.)

Assign Responsibility

Assign responsibility

Give work to team members manually or automatically based on their skills, location, etc. Maintain accountability for your tasks with a clearly defined task owner.

Custom Statuses

Custom statuses

Break down your business processes into actionable steps and use custom statuses to keep track of them.

Connect all your business apps with a wide range of built-in app integrations

Integrate your other apps

Upload accounts to Xero. Sync emails with GMail, Microsoft Exchange, and Office 365. Share contacts with MailChimp. Get data from FormStack, Ninja Forms, and HubSpot. Plus any app with an API.

Share key information

Prevent information siloing by sharing information with everyone who needs access in one central location while maintaining security preventing access to those without permission.

Automate processes

Save time by automating actions in your workflow, like sending emails, text messages, integrated events in other apps, creating documents, and much much more.

Maintain security

Maintain security

Keep control of who can access workflows, tasks and even steps in your processes, as well as files and documents with workflow visibility, task ownership and public/private documents and notes.

Manage deadlines

Manage deadlines

Keep control of your task deadlines and service level agreements with a traffic-light system that shows you tasks that are on-track (green), approaching (amber) and past (red) deadlines. Plus, use deadlines for individual steps of a task as well as the whole.

Guest access

Give access to your clients, sub-contractors and suppliers to reduce the amount of update requests and to collect information directly into the system through chatbots, API and web forms.

Empty inbox

Clear your inbox

Don't get swamped by your email. Organise your emails into actionable tasks that your team can complete. Share tasks between a team without all the headaches of a shared inbox.

Recurring workflows

Recurring workflows

Setup workflows to create repeat tasks on a regular basis, with the frequency that you require, e.g. daily, weekly, monthly, quarterly, bi-annually, annually, etc. At the specifed time they will automatically drop into your task list.

Manage workload

Plan resources

Use management information to discover which staff could do with some extra help and those areas that are really taking off.

Task Management

Keep work on track, share progress and stay organised with clearly defined workflows that set out how to complete tasks correctly.

View work at a glance to get your emails under control

Task overview

View your all your work in progress on your dashboard with clear indicators for targets met, with custom reports for deeper insight, getting your workload under control.

Powerful search

Powerful search

Find the tasks you need using quick search available on every screen. Use advanced filters to find jobs that match your custom criteria.

Custom visibility

Custom visibility

Clear up the clutter and only see the workflows and tasks you want. Each team can see the tasks that matter to them.

Bulk assignment

Bulk assignment

Save time by assigning tasks to users in bulk. Automate assignment based on criteria that matches the task.

Prioritisation

Prioritisation

Prioritise your tasks by SLA compliance, urgency, client priority, and manual override, so, the most important work is always at the top of your list.

Whiteboard view

Create custom project boards that can be made up of any task from any workflow. Keep track of progress of the entire set of tasks in one place.

Sorting

Task sorting

Customise your task listings to show the columns that you want to see, then sort your work in the way you want to see it.

Custom dashboards

See the tasks that are relevant to you, your team or your entire business at a glance with custom task dashboards.

Full audit history

Full audit log

Access a complete audit log of the steps taken by your team to complete your tasks to get peace of mind that you know every action taken.

Time Management

Keep work on track, share progress and stay organised with clearly defined workflows that set out how to complete tasks correctly.

Time log

Time tracking

Track time spent against tasks by user. Also, record time spent on miscellaneous business tasks not ususally managed by your workflows. View the time logged by user and by client.

Reminders

Reminders

Set reminders to work on your task at a future date, assign the reminder to a team member and they will be notified when the task is to be revisited.

Recurring workflows

Recurring tasks

Setup tasks to repeat on a regular basis, with the frequency that you require, e.g. daily, weekly, monthly, quarterly, bi-annually, annually, etc. At the specifed time they will automatically drop into your task list.

Agenda view

Task agenda view

If your tasks occur at a specific time, e.g. appointments with clients, then view the tasks you have for each day in an agenda or calendar view.

Put tasks on-hold

If your work needs to be completed at a later date, then put your task on hold, set the time for it to reactivate, and it will automatically appear back in your task list at that time. Also, record the reason for the on hold to keep a full record of accountability.

Gantt view

Gantt view

View the time taken broken down by clients, tasks and users. Collapse and expand the chart to drill down into the level of detail you require.

Filter time logs

Filter time logs

View the time logs filtered by the task client, user, workflow, and date the time was logged. Drill down to get further time logs for a specific task or user.

Set due dates

Add a due date to your task, and set SLAs warnings (red-amber-green system) to trigger based on the date entered. Trigger automatic events to occur if warning levels are hit.

Time estimates

Time estimates

Add estimates to your workflow, and report on the difference between the time estimate and the actual recorded time for the task to be completed.

Document Management

Keep work on track, share progress and stay organised with clearly defined workflows that set out how to complete tasks correctly.

Cloud storage

Cloud storage

Upload files safely and securely to the cloud, backed up for peace of mind. Organise your documents, images, and other files kept together with your tasks or user records.

Share documents

Share documents

Share files within your team, across your business and with external clients, suppliers or sub-contractors all kept organised with your jobs.

PDF Generation

Create PDFs

Produce PDF documents that combine data from your task and your own customised document templates, stored with your tasks.

Autosend documents

Automated sending

Send documents to your contacts automatically at the right stage of your process saving you time, and preventing you from forgetting to share information.

Drag and drop

Drag and drop upload

Drag and drop files, including multiple files, directly to your browser to upload them to SwiftCase. Choose to browser and upload if you prefer.

File-type restrictions

Set the types of files that are allowed to be uploaded to the system to prevent unwanted data being stored inside your system.

Control visibility

Set files to be public or private to manage which documents, images, etc. guest users can view and download.

Rotate images

Rotate images

Sometimes you upload your images, often from a mobile device, then realise they are the wrong way around. Instead of having to reupload you can rotate your images from inside your document manger.

Add descriptions

Add descriptions

Add extra information alongside your uploaded files to give context about the content inside.

Customisation

Keep work on track, share progress and stay organised with clearly defined workflows that set out how to complete tasks correctly.

View work at a glance to get your emails under control

Custom workflows

View your work in progress on your dashboard with clear indicators for targets met, with custom reports for deeper insight, getting your workload under control.

Build Workflows to get your emails under control

Assign responsibility

Design your consistent step-by-step processes, including integrations, using a visual builder with no need for coding.

Get your emails under control with everyone on the same page

Custom statuses

Communicate with staff and clients inside the task using notes, email and SMS messaging.

Connect all your business apps with a wide range of built-in app integrations

Manage deadlines

Upload accounts to Xero. Sync emails with GMail, Microsoft Exchange, and Office 365. Share contacts with MailChimp. Get data from FormStack, Ninja Forms, and HubSpot. Plus any app with an API.

Create rules for your processes

Share key information

Create triggers to automate your tasks, send communications, send data to your other apps, create reminders and additional tasks, with the ability to use logic to determine the path your processes should take.

Full audit history

Automate processes

Access a complete audit log of the steps taken by your team to complete your tasks to get peace of mind that you know every action taken.

Connect all your business apps with a wide range of built-in app integrations

Recurring workflows

Upload accounts to Xero. Sync emails with GMail, Microsoft Exchange, and Office 365. Share contacts with MailChimp. Get data from FormStack, Ninja Forms, and HubSpot. Plus any app with an API.

Create rules for your processes

Retain

Create triggers to automate your tasks, send communications, send data to your other apps, create reminders and additional tasks, with the ability to use logic to determine the path your processes should take.

Full audit history

Automate processes

Access a complete audit log of the steps taken by your team to complete your tasks to get peace of mind that you know every action taken.

Integrations

Keep work on track, share progress and stay organised with clearly defined workflows that set out how to complete tasks correctly.

View work at a glance to get your emails under control

Custom workflows

View your work in progress on your dashboard with clear indicators for targets met, with custom reports for deeper insight, getting your workload under control.

Build Workflows to get your emails under control

Assign responsibility

Design your consistent step-by-step processes, including integrations, using a visual builder with no need for coding.

Get your emails under control with everyone on the same page

Custom statuses

Communicate with staff and clients inside the task using notes, email and SMS messaging.

Connect all your business apps with a wide range of built-in app integrations

Manage deadlines

Upload accounts to Xero. Sync emails with GMail, Microsoft Exchange, and Office 365. Share contacts with MailChimp. Get data from FormStack, Ninja Forms, and HubSpot. Plus any app with an API.

Create rules for your processes

Share key information

Create triggers to automate your tasks, send communications, send data to your other apps, create reminders and additional tasks, with the ability to use logic to determine the path your processes should take.

Full audit history

Automate processes

Access a complete audit log of the steps taken by your team to complete your tasks to get peace of mind that you know every action taken.

Connect all your business apps with a wide range of built-in app integrations

Recurring workflows

Upload accounts to Xero. Sync emails with GMail, Microsoft Exchange, and Office 365. Share contacts with MailChimp. Get data from FormStack, Ninja Forms, and HubSpot. Plus any app with an API.

Create rules for your processes

Retain

Create triggers to automate your tasks, send communications, send data to your other apps, create reminders and additional tasks, with the ability to use logic to determine the path your processes should take.

Full audit history

Automate processes

Access a complete audit log of the steps taken by your team to complete your tasks to get peace of mind that you know every action taken.

Team Collaboration

Keep work on track, share progress and stay organised with clearly defined workflows that set out how to complete tasks correctly.

View work at a glance to get your emails under control

Custom workflows

View your work in progress on your dashboard with clear indicators for targets met, with custom reports for deeper insight, getting your workload under control.

Build Workflows to get your emails under control

Assign responsibility

Design your consistent step-by-step processes, including integrations, using a visual builder with no need for coding.

Get your emails under control with everyone on the same page

Custom statuses

Communicate with staff and clients inside the task using notes, email and SMS messaging.

Connect all your business apps with a wide range of built-in app integrations

Manage deadlines

Upload accounts to Xero. Sync emails with GMail, Microsoft Exchange, and Office 365. Share contacts with MailChimp. Get data from FormStack, Ninja Forms, and HubSpot. Plus any app with an API.

Create rules for your processes

Share key information

Create triggers to automate your tasks, send communications, send data to your other apps, create reminders and additional tasks, with the ability to use logic to determine the path your processes should take.

Full audit history

Automate processes

Access a complete audit log of the steps taken by your team to complete your tasks to get peace of mind that you know every action taken.

Connect all your business apps with a wide range of built-in app integrations

Recurring workflows

Upload accounts to Xero. Sync emails with GMail, Microsoft Exchange, and Office 365. Share contacts with MailChimp. Get data from FormStack, Ninja Forms, and HubSpot. Plus any app with an API.

Create rules for your processes

Retain

Create triggers to automate your tasks, send communications, send data to your other apps, create reminders and additional tasks, with the ability to use logic to determine the path your processes should take.

Full audit history

Automate processes

Access a complete audit log of the steps taken by your team to complete your tasks to get peace of mind that you know every action taken.

Reporting and Intelligence

Keep work on track, share progress and stay organised with clearly defined workflows that set out how to complete tasks correctly.

View work at a glance to get your emails under control

Custom workflows

View your work in progress on your dashboard with clear indicators for targets met, with custom reports for deeper insight, getting your workload under control.

Build Workflows to get your emails under control

Assign responsibility

Design your consistent step-by-step processes, including integrations, using a visual builder with no need for coding.

Get your emails under control with everyone on the same page

Custom statuses

Communicate with staff and clients inside the task using notes, email and SMS messaging.

Connect all your business apps with a wide range of built-in app integrations

Manage deadlines

Upload accounts to Xero. Sync emails with GMail, Microsoft Exchange, and Office 365. Share contacts with MailChimp. Get data from FormStack, Ninja Forms, and HubSpot. Plus any app with an API.

Create rules for your processes

Share key information

Create triggers to automate your tasks, send communications, send data to your other apps, create reminders and additional tasks, with the ability to use logic to determine the path your processes should take.

Full audit history

Automate processes

Access a complete audit log of the steps taken by your team to complete your tasks to get peace of mind that you know every action taken.

Connect all your business apps with a wide range of built-in app integrations

Recurring workflows

Upload accounts to Xero. Sync emails with GMail, Microsoft Exchange, and Office 365. Share contacts with MailChimp. Get data from FormStack, Ninja Forms, and HubSpot. Plus any app with an API.

Create rules for your processes

Retain

Create triggers to automate your tasks, send communications, send data to your other apps, create reminders and additional tasks, with the ability to use logic to determine the path your processes should take.

Full audit history

Automate processes

Access a complete audit log of the steps taken by your team to complete your tasks to get peace of mind that you know every action taken.

Other Features

Keep work on track, share progress and stay organised with clearly defined workflows that set out how to complete tasks correctly.

View work at a glance to get your emails under control

Custom workflows

View your work in progress on your dashboard with clear indicators for targets met, with custom reports for deeper insight, getting your workload under control.

Build Workflows to get your emails under control

Assign responsibility

Design your consistent step-by-step processes, including integrations, using a visual builder with no need for coding.

Get your emails under control with everyone on the same page

2-Factor authentication

Communicate with staff and clients inside the task using notes, email and SMS messaging.

Connect all your business apps with a wide range of built-in app integrations

Manage deadlines

Upload accounts to Xero. Sync emails with GMail, Microsoft Exchange, and Office 365. Share contacts with MailChimp. Get data from FormStack, Ninja Forms, and HubSpot. Plus any app with an API.

Create rules for your processes

Share key information

Create triggers to automate your tasks, send communications, send data to your other apps, create reminders and additional tasks, with the ability to use logic to determine the path your processes should take.

Full audit history

Automate processes

Access a complete audit log of the steps taken by your team to complete your tasks to get peace of mind that you know every action taken.

Connect all your business apps with a wide range of built-in app integrations

Recurring workflows

Upload accounts to Xero. Sync emails with GMail, Microsoft Exchange, and Office 365. Share contacts with MailChimp. Get data from FormStack, Ninja Forms, and HubSpot. Plus any app with an API.

Create rules for your processes

Retain

Create triggers to automate your tasks, send communications, send data to your other apps, create reminders and additional tasks, with the ability to use logic to determine the path your processes should take.

Full audit history

Automate processes

Access a complete audit log of the steps taken by your team to complete your tasks to get peace of mind that you know every action taken.

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