Customer management software that is quick to set up, and easy to use
Manage your prospects, customers and service information from one location.
Deliver a first-class customer experience every time
Providing an industry-leading customer experience doesn’t need to be difficult or time-consuming. With SwiftWorks, you can set yourself apart from the competition without the extra admin.
Manage your leads, customers, and service information from one location
Manage all of your customer information from one location. Record customer notes for easy reference and automatically send service update notifications.
Access key customer information from the field
Use your phone to review work history and customer information before each service.
Get a 360 view of your business at a glance
Get a birds-eye view of your operations with your business dashboard, including upcoming orders, outstanding payments, and estimated revenue.
The only tool you need to grow your grease business
Whether you’re a one-person team or part of a large hauling business, SwiftWorks simplifies your admin, lead generation, and customer management.
Lead Generation →
Access a steady stream of local leads.
Compliance Reporting →
Bulk upload manifests and track customer compliance
Getting started with a CRM
New to CRM software? See how easy it is to take your customer relationships to the next level.
Your customer and service information is always just a click away
Give your team access to key customer information from the field.