Relationships™ CRM delivers powerful functionality within a simple, easy-to-use interface. Our core offering has everything your organization needs to begin leveraging your contacts like never before. Plus, we offer a variety of optional components that you can add to meet the unique needs of your company.
 Contact Intelligence |
 Marketing Automation |
 Opportunity Forecasting |
 Mobility |
 Integration |
 Content |
Relationships CRM gives professionals the right information, when and where they need it. With Swimfish, it's easy to aggregate scattered data such as client profiles, engagements, deals, notes and activities, and transform this information into the Relationship Intelligence your firm needs to grow a successful business.
One of the many features that set us apart is our ability to capture relationships - the very essence that your business thrives on to succeed. Using our automatic contact synchronization with Microsoft Outlook®, we not only pull information into Relationships, but create relationships between your team members and their contacts. The result is a firm-wide directory of who-knows-whom, complete with relationship mapping functionality and integration with LinkedIn®. You'll be uncovering new business opportunities you never knew existed!
Relationship's easy-to-use interface with streamlined wizards was designed with the needs of professionals, marketing, IT and administrative staff in mind. And its flexible architecture enables firms to configure their user experience depending on the needs of the organization.
Marketing just got a little easier. With Relationships, you see a complete 360-degree view of everything your firm has invested in a contact. Use WebCapture to link any form on your Web site to Relationships - automatically capturing these leads within your CRM. Next, quickly search through your firm's contacts to create a list for your next campaign. Using our data quality tools, you can easily merge duplicates and manage your contact's information.
Email Marketing
Generating a mailing is easy. We provide free integration with VerticalResponse, the leader in email marketing for professional service firms. Your marketing lists in Relationships are automatically accessible in one of the most robust direct marketing tools available. No need to worry about exporting lists of contacts. Your most recent data and lists are always available! A few clicks and your email is off. And it all happens within one simple interface. Now, technology will no longer get in your way.
Marketing Automation
Need even more marketing power? Swimfish has partnered with ClickDimensions for the ultimate in marketing automation. ClickDimensions Email Marketing and Marketing Automation for Microsoft Dynamics CRM empowers marketers to generate and qualify high quality leads while providing sales the ability to prioritize the best leads and opportunities. Providing Email Marketing, Web Tracking, Lead Scoring, Social Discovery, Form Capture, Surveys, Landing Pages, Nurture Marketing, Subscription Management, Campaign Tracking and more, ClickDimensions allows organizations to discover who is interested in their products, quantify their level of interest and take the appropriate actions.
This is where we really turn on the power! Our Opportunity tracking module allows you to track an unlimited amount of information including contacts and activities on each and every deal. And because not all opportunities are created equal, we allow you to track different information for different types of deals. Control access to the opportunity based on its type, or allow the deal team to decide, down to the field level. Personalized revenue forecasting is built-in and always just a click away.
For business development initiatives or opportunities where you're tracking large amounts of contacts, there's nothing better than TargetMatrix. Manage a list of companies, complete with targeted contacts, notes, and milestone activities, in a grid that's teaming with horse power! You can easily filter results, do mail merges, or import huge lists of contacts - all with just a few clicks. You just met your business's new secret weapon!
Relationships CRM is so pervasive, you'll find you're ever only a click away.
Within the office, just use Microsoft Internet Explorer to obtain the full functionality of Relationships. Prefer to work within Outlook? Our toolbar and integration with Outlook provides access to Relationships CRM, from email, to contacts, to calendar and tasks. Like to hang-out at Starbucks with your laptop? Untether yourself. No VPN access required!
And when you're on the road, we've got you covered there too! It doesn't matter which kind of cell phone you have - Blackberry, Android, Windows Mobile, or even an old flip phone - if it can get to the Web, you can get to your data within Relationships.
No worries - we have you covered. Swimfish integrates with Microsoft Outlook® in three amazing ways.
First, we synchronize your Outlook contacts with Relationships CRM. You're in complete control. You decide which additions or changes you make to your contacts within Outlook should go into Relationships.
Our synchronization is bi-directional, meaning you'll not only contribute from Outlook, but you'll also receive changes made to your contacts in Relationships back down into your Outlook.
Second, you can have selected emails turned into activities and stored within Relationships. Choose to contribute e-mails on an ad hoc basis or automatically according to rules that you set. Want all e-mails with clients automatically stored in Relationships? We've got you covered. Never miss another communication again!
And finally, the CRM for Outlook toolbar. Access information from Relationships directly within your Outlook. View phones and addresses, activities, relationships... you can even add and manage your opportunities... all without ever leaving Outlook. You'll wonder how you ever lived without it!
Welcome to Content™, Swimfish's answer to your typical file storage. Content isn't about just uploading a file into your CRM. It's about smart document management. Why not store all relevant files about a particular opportunity with the rest of the information about that opportunity? Say goodbye to shared drives on your network. Content enables you to easily find documents through keyword search, share documents with your deal team, and even collaborate on documents using automatic version tracking and workflow approvals. It's the productivity boost your team has been waiting for.
Additional fees may apply for optional components.