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>
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<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.

Sam Glover

Client Power Tools is built for designers, developers, consultants, lawyers, and other independent contractors and professionals. Give your clients a dashboard where they can check on the status of their project, access information and resources in your clients-only knowledge base, view other clients-only pages, and communicate with you—right on your own website!
<h3>Front-End Onboarding & Login</h3>
All client interactions happen on the front end of your website, with clean modal forms for logging in—without a password! Client Power Tools will simply blend in with most themes.
<h3>The Client Dashboard</h3>
Clients can log in to their dashboard on your website at any time.
The dashboard uses regular WordPress pages, so you can add your client dashboard to your menus just like any other page. Or you can include a link to it anywhere you need to, like your blog posts, email newsletters, etc. The only difference is that the client dashboard is only visible to logged-in clients.
You can change the name or permalink of the default dashboard page, or select a different page entirely.
<h3>Modules</h3>
Each module can be enabled or disabled independently of the rest.
<h4>Projects & Stages Module</h4>
Now you can assign multiple projects to each client, create multiple project types with stages to keep track of your project progress with your clients.
You can change the project label to whatever you prefer (files, matters, dossiers, schemes, capers, etc.) and it will be reflected throughout. The new progress bar provides you and your clients with a visual indicator of each project’s progress.
<h4>Knowledge Base Module</h4>
The knowledge base is a clients-only page—or a collection of pages—that you can use to share information and resources with your clients.
Just like the client dashboard, the knowledge base is a regular WordPress page with some special features. You can add as many child pages as you like—the knowledge base tab will use a drop-down index and breadcrumb navigation to help your clients find their way around.
<h4>Status Update Request Button Module</h4>
Your clients want to know how things are going!
The status update request button on the client dashboard makes it easy for clients to prompt you for a status update. Once a client clicks the button, they won’t see it again for 30 days—or you can change that number to an interval that works for you.
You can designate an additional email address to receive all status update requests so you can respond efficiently.
<h4>Messages Module</h4>
Using Client Power Tools to communicate with your clients keeps all your messages in one place so nothing gets lost.
When you send a message to your client, they will receive an email notification with a link to their client dashboard so they can read it and reply. Or you can send them the full message—by default or on a message-by-message basis.
<h3>Customization</h3>
Client Power Tools is built to be customizable where you need it to be. Here are some of the things you can change to suit your needs:
<ul>
<li>Enable/disable all non-core modules. (As of 1.4, the non-core modules are the Status Update Request Button, Messaging, and Knowledge Base.)</li>
<li>Customize project labels. Some people have projects, others have files, matters, dossiers, schemes, capers, etc. You can use whatever label you prefer, and it will be reflected throughout Client Power Tools.</li>
<li>Project types & stages. Add project types, and for each type specify the stages you want your client to be able to see on their progress bar.</li>
<li>Additional pages. Restrict any page on your website to logged-in clients.</li>
<li>New-client email. You can customize the email sent to newly added clients so that it reflects the name, email address, subject line, and messaging you prefer.</li>
<li>Client IDs. When adding or updating a client, you can add a custom client ID.</li>
<li>Client statuses. You can customize the default statuses (potential, active, inactive).</li>
<li>Client managers. You can set a default client manager and assign a different client manager to each client.</li>
<li>Show/hide the status update request button. The status update request button is a great way to empower your clients, but if you don’t want to use it you can turn it off.</li>
<li>Status update request frequency. Change how often the status update request button is available to your clients.</li>
<li>Status update request recipient. Designate one person to get notified of all status update requests.</li>
<li>Email notifications. By default, Client Power Tools sends a notification, not the content of your message. But you can change the default behavior or override it for individual messages.</li>
<li>Design. The front-end design of Client Power Tools is as minimal as possible so that Client Power Tools blends into your existing theme. But you can override the Client Power Tools styles as long as you know a little CSS. (See the <a href="https://clientpowertools.com/documentation/" rel="nofollow ugc">documentation</a> for more details.)</li>
</ul>

Client Power Tools Portal

A free, easy-to-use client portal built for designers, developers, consultants, lawyers, and other independent contractors and professionals.

SWELLEnterprise vs Client Power Tools Portal