Scale your business without being an IT Manager.
CRM, scheduling, AI proposals, contracts, project management, invoicing, and a client portal. Built for service businesses that move fast.
No credit card required · Set up in minutes
Attract, qualify, and close
Everything you need to turn prospects into paying clients.
CRM
Accounts, contacts, activity timeline, and custom fields. Every client interaction in one place.
Deals & Quotes
Sales pipeline with AI-generated quotes from call transcripts. Track every deal from first touch to close.
Scheduling
Event types, availability windows, public booking pages, Google and Outlook sync, round-robin team scheduling.
From proposal to signed contract
One seamless flow from quote to signature.
AI Proposals
Upload a transcript, get a fully itemized quote matched to your catalog. Edit and send in minutes.
Contracts & E-Sign
AI-drafted contracts from quotes, reusable templates, native e-sign on every tier, plus Dropbox Sign.
Client Portal
Clients view quotes, sign contracts, and pay invoices via magic link. No account needed.
Keep projects on track
Billing stays in sync with delivery.
Projects
Project templates, stages and tasks, payment schedule tracking. Keep delivery on track.
Invoicing
Create, send, and track invoices. Recurring auto-generation, Stripe payment links, and PDF export.
From first contact to final payment
ServeSwift handles every step.
Book and connect
Clients self-schedule via your booking page. Every call, email, and meeting is logged automatically.
Propose and sign
AI drafts a quote from your conversation. Turn it into a contract and send for e-signature in one flow.
Deliver and track
Manage projects with stages and tasks. Track milestones and payment schedules as work progresses.
Invoice and get paid
Generate invoices manually or on autopilot. Clients pay via Stripe directly from the client portal.
AI that actually saves you time
Every module is powered by intelligence. From generating quotes to drafting contracts, AI handles the busy work so you can focus on your clients.
AI Quotes
Generate itemized quotes from sales call transcripts
AI Contracts
Draft service contracts from accepted quotes
AI Emails
Create email templates for client communication
All AI features are credit-gated. Free plan includes 5 credits/month.
Plug in the tools your team already uses
Email Integration
Gmail and Outlook sync. Emails auto-log as activities, new contacts created from recipients.
Integrations
Google Calendar, Outlook Calendar, Zoom recordings and transcripts, Dropbox Sign, and DocuSign.
Team Management
Multi-user with admin and member roles, team invites, and multi-org support.
Simple, transparent pricing
Start free. Scale to Pro or Business as your team grows. See full pricing →
Ready to run your service business from one platform?
Free plan included. No credit card required.
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