The key to a successful CRM is having one built around your needs and making it completely automated.
Leads from your website and advertising go directly into your FlexOpportunities with instant notifications.
We setup your leads on automated drip emails, texts, and tasks.
Our AI bot will respond to incoming messages, work towards building meaningful relationships and book appointments for you while you are working.
Use the FlexOpportunities to organize your relationships and help you close more deals.
Automatically text your missed calls. Take advantage of the only channel with a 98% open rate. Get immediate responses and measurable results.
Generate leads & appointments using A.I.
Stop paying for SEO every month, pay once and enjoy the results and automations for life.
Collect hundreds of positive Google Reviews.
A personalized website built just for you.
Manage and maintain client relations.
AI client qualification via SMS & Email.
7-in-1 Communication, CRM and Invoicing.
Here are answers to the most popular questions we get about our Smart CRM from home service professionals:
Can I import my existing leads?
ClientSwing will import all of your existing clients into your new CRM for you. Additionally, we offer an import wizard that enables you to accomplish this on your own.
Can I automatically route FB / IG / Google / other leads into my CRM?
We can import leads into your system automatically if the lead source provides an API.
If you are unsure about the API status of your lead source, please contact us and we will assist you in obtaining that information. The majority of advertising networks, including Facebook, Google, and LinkedIn, as well as all major home service technology platforms, provide APIs.
Do you provide bulk email services?
Yes, you will be able to send bulk emails to your current clients, but at the same you must know that this product is not meant for mass emailing to users who are not prepared to receive emails from you.
We advocate sending bulk emails solely to clients who have indicated an interest in receiving periodic updates from you. It is your duty to comply with the CAN-SPAM Act when using our product.
Can I make calls through the CRM?
Yes, you can. ClientSwing features a dialer integrated within the CRM. All client calls are automatically recorded for you that you can download and/or delete.
What texting features are available?
You can text the customers directly and also use our CRM's drip email system.
Our mass messaging capabilities enable you to send text messages via our CRM.
When a client replies to a text message, you will receive a notification with the opportunity to respond.
How does the automated drip email system work?
Drip marketing is a communication strategy that sends, or "drips," a pre-written set of messages to customers or prospects over time.
These messages often take the form of email marketing, although we also have to ability to drip text messages as well.
You can start and stop drip campaigns for each of your customers based on their unique characteristics, such as whether they are buying or selling.
Additionally, we offer new features that enable you to automatically apply drip campaigns based on a user's behavior.
How is client data tracked in the CRM?
This data is then used to present you with a bird's-eye view of your visitors’ intentions. We can track all page visits, best performing pages, lead captures, and more.