Customers
Keep the relationship connected
Bring contact information and job context together so a new enquiry is understood alongside previous interactions.
Revenue intelligence starts with connected records
See the work behind the numbers.
SwiftQuote AI helps service businesses keep customer context, opportunities, quotes and payment statuses connected. That gives you a clearer view of what is open, what changed and what still needs attention.
Connected business context
One customer journey, several useful views.
Opportunities
See what still needs a next step
Review open work, qualification details, quote progress and recorded outcomes in the opportunity workflow.
Quotes
Understand what has been offered
Keep quote details and status associated with the customer and the opportunity it belongs to.
Payments
Separate collected from outstanding
Review payment status while accounting for the difference between a provider-confirmed event and a manually updated status.
Screens shown in this page are explanatory, not screenshots of live dashboards. The available reporting depends on the records and payment status maintained in the product. Forecasts, margin recommendations and performance benchmarks are not represented here.
Measure outcomes with the right context.
A won opportunity, newly generated revenue, revenue attributed to recovery and money collected are different things. SwiftQuote keeps the journey connected so those outcomes can be recorded and reviewed without treating every accepted quote as recovered revenue.