All features

01 · Account Management

The whole client relationship, managed end to end.

The AI flow

Reads inbound email & messagesCreates or updates the client recordDrafts the response and raises issuesYou review and approve
swiftway.ai
Swiftway client portal welcoming the client with project progress, estimates, contracts, change orders, invoices, files and messages in one place

Account Management

Be the best partner to your clients.

  • Proactive engagement support. Connect Eiros and it reviews client email, updates fields and sentiment, drafts responses, and highlights issues, all proactively.
  • Lifetime view per client. Projects, estimates, purchase orders, financials, files, and activity roll up on one record, auto-sorted by what's active.
  • A permissioned client portal. Contracts and project visibility run through your branded portal, with access set per person and a history of what was sent and signed.

See account management on your own jobs.

Build a few real estimates on a free trial, or tell us about your business and we'll set up your company on the full platform.