DesignLoud

SWELLEnterprise is a cloud-based system that makes running your business easier than ever before. With SWELLEnterprise, you can manage everything from clients to leads, invoicing to documents, projects to email marketing – all from one app! No more switching tabs and duplicate data entry; instead, you get a 360 view of all your clients and a fully customizable interface to tailor the app to fit your needs. Plus, automate the boring stuff and save time by never having to worry about creating contracts, projects, invoices or sending welcome emails again! Get everything you need in one place with SWELLEnterprise – it’s the best way to run your business. <a href="https://swellsystem.com?utm_source=wordpress&utm_medium=plugin&utm_campaign=register" rel="nofollow ugc">Click here to register</a> and see the difference!
Major features of the SWELLEnterprise WordPress plugin include:
<ul>
<li>Create, edit and manage leads directly from your WordPress website.</li>
<li>Create, edit and manage clients directly from your WordPress website.</li>
<li>Schedule tasks from you WordPress website.</li>
<li>Connects WordPress with <a href="https://swellsystem.com?utm_source=wordpress&utm_medium=plugin&utm_campaign=register" rel="nofollow ugc">SWELLEnterprise All-In-One Business Management App</a>.</li>
<li>Two way syncing functionality.</li>
</ul>
<iframe loading="lazy" class="youtube-player" width="750" height="422" src="https://www.youtube.com/embed/ELQrbMUGnRA?version=3&rel=1&showsearch=0&showinfo=1&iv_load_policy=1&fs=1&hl=en-US&autohide=2&wmode=transparent" allowfullscreen="true" style="border:0;" sandbox="allow-scripts allow-same-origin allow-popups allow-presentation allow-popups-to-escape-sandbox"></iframe>
<h4>Features of SWELLEnterprise</h4>
Contracts 
Put that old fax machine away. Bring your company’s contracts into the digital age.
Social Feeds 
Always know what your clients want, when they want it with social feed integration.
Teams 
Keep careful track of all your departments at all times in the easiest way possible with SWELLEnterprise.
Gantt Charts 
Everyone loves a well-made chart, but nobody likes making them – unless they’re this easy.
Reports 
Make the headaches of tedious reports a thing of the past with SWELLEnterprise.
Custom Domains 
Use your own domains with SWELLEnterprise.
Custom Branding 
No more soulless templates with SWELLEnterprise.
White Label 
Make sure your brand is front and center with SWELLEnterprise every single time.
Data Enrichment 
Know your customers, inside and out. Get the information you need to keep them happy and make sure you deliver what they need, when they need it.
Client Portal 
Put the needs of your customers first. Make it easy for them to access their information by tailoring the client portal to fit their needs.
Scheduling App 
Never miss an appointment. Create your schedule and share it with your contacts so that they know when they can get in touch.
Workflow Automation 
Ensure your business runs smoothly all the time. Automate just about anything with easy-to-understand “if this, then that” scenarios.
Forms Builder 
SWELLEnterprise takes the hassle of form building off your shoulders. Simply drag and drop to create the perfect lead capture in minutes.
Marketing 
Engage with your audience easily and efficiently. Our simple drag and drop builder allows you to create newsletters, send SMS text messages, or build drip campaigns with ease.
Templates 
Fully customize thousands of templates so that you can create emails, projects, tasks, newsletter campaigns, and more effortlessly.
Cloud Based 
Use SWELLEnterprise anywhere, anytime. Our cloud based system means you can use it on your desktop, mobile, or tablet.
Roles & Permissions 
Eliminate human error. Easily assign roles and permissions straight from the app.
Work Room 
Make the creative process easier and more interactive with visual art boards. Drag and drop your ideas to brainstorm new ways to grow your business.
Lead Management 
Never miss a great sale. Get a 360 view of your pipelines and leads through each stage of your sale process.
Notes 
Keep detailed notes that you can access anytime, anywhere.
Invoicing 
Invoicing made easy. Create one-time or recurring invoicing, accept payment, or view invoice status at any time with SWELLEnterprise.
File Manager 
Stay organized with Swell’s automatic file manager.
Estimates 
Save time on estimates. See when leads or clients view them and convert approved estimates to invoices in no time.
Client Relationship Management 
Know your clients inside and out. SWELLEnterprise gives you a 360 of everything they do, including history, sales, documents, activities and more.
Reminders 
Never miss a beat. Create reminders and follow-up to keep you and your entire team on task all the time.
Tasks 
Make sure everyone does what they’re supposed to. Assign tasks, sub-tasks, deadlines, and estimated hours to everyone in your company to keep everyone on-track.
Project Management 
Project management is made easy with SWELLEnterprise. Create and assign deadlines, create templates, and keep everything in check effortlessly.
Team Chat 
Keep in touch with everyone, whether you’re on a beach or getting coffee.
Telephone 
Dial, record, and improve your team with our in-app dialer.
Email Client 
Your full-integrated email solution. Send and receive emails, create templates for later use, or schedule emails to be sent. All your email needs in one place.
Contact Manager 
All your business contacts stored in one place for easy access. Tag and keep track of all your contacts, no matter where you are.
Multi Users 
Get your whole team onboard. Allow everyone to see what’s going on in the business, assign things to team members, and keep an eye on who does what.
Calendars 
Keep track of your whole business at a glance. Import calendars into the app and watch as projects, tasks, and reminders show up automatically.
Opportunities 
Keep track of all your business opportunities with one app. Never miss a deal with drag and drop through each stage of the sales pipeline.
Proposals 
Land that big client. Drag and drop to create stunning proposals that generate amazing leads.
Custom Fields 
Get the data you need, when you need it. You can choose to make custom fields required or not for your team. Choose from drop-downs, text fields, dates and more.
Accounting 
Keep your company growth on track. Import all you account data into the app to keep track of all the important stuff, like growth rate, profit, and loss.
Connect To 1000+ Apps With Our Native And Zapier Integrations 
Connect with your favorite apps using one of our native integrations or Zapier. If you need extended functionality you can take a look at our developer API.

SWELLEnterprise

A plugin that connects your website to the SWELLEnterprise services.

Web Guy

<a href="mailto:john@forthelawyers.co" rel="nofollow ugc">📧 Get Help</a>
Bridge for Clio connects your WordPress site to your Clio account, allowing you to surface and capture Clio data directly from your website. Features are organized into Bridges, modular integrations that can be enabled or disabled individually.
<h4>Bridges (current)</h4>
<ul>
<li>Insights Dashboard: Displays a summary of your Clio account in your WP dashboard, including: total contacts, new contacts this month, active matters, and tasks due this week.</li>
<li>Contact Form Lead Capture: Automatically syncs contact form submissions to Clio as contacts. Supports native shortcode (<code>[clio-contact-form]</code>), Contact Form 7, Gravity Forms, WPForms, Ninja Forms, and Formidable Forms. Optionally integrates with Clio Grow via lead inbox token.</li>
</ul>
<h4>Bridges (considering)</h4>
<ul>
<li>Client Portal</li>
<li>Payments</li>
<li>Appointments and Calendar</li>
<li>Documents</li>
<li>Any Requests? <a href="mailto:john@forthelawyers.co" rel="nofollow ugc">Email me</a>.</li>
</ul>
<h3>External Services</h3>
This plugin connects to the Clio API to read and write legal practice management data on your behalf.
Data sent includes OAuth credentials during authentication and contact/matter/task data during API requests. Requests are only made when the plugin is connected to Clio and a Bridge is active.
<ul>
<li><a href="https://www.clio.com/tos/" rel="nofollow ugc">Clio Terms of Service</a></li>
<li><a href="https://www.clio.com/privacy/" rel="nofollow ugc">Clio Privacy Policy</a></li>
</ul>

SWELLEnterprise vs Bridge for Clio