The Platform

Oneplatform.
Notfivesystemsduct-tapedtogether.

CRM, case management, workflow automation, document generation, analytics, unified in one system of record. Built for UK service businesses that need things to actually work.

41
Field Types
From text to signatures to nested forms
60+
Automation Actions
Status changes, emails, API calls, and more
100%
UK Hosted
Your data never leaves the country

Sound Familiar?

Most operations run on
hope and spreadsheets.

You've got a CRM that doesn't quite fit. A workflow tool that can't talk to it. Reports that take half a day to pull together. And a growing sense that there must be a better way.

Data in five different systems that don't talk to each other
Spreadsheets that break when someone leaves
Manual re-keying that wastes hours every week
No visibility into what's actually happening
Enterprise software quotes that need a second mortgage

SwiftCase

Everything in one place

CRM & Contacts
Case Management
Workflow Automation
Document Generation
Analytics & Reports
Integrations

Plus everything else you need

Built-in, not bolted on.

Communications

Email templates, SMS, push notifications. Automated client updates without manual effort.

Scheduling

Availability tracking, appointment booking, resource allocation. Know who's free and when.

Security & Compliance

Cyber Essentials certified. ISO 27001 hosting. UK data centres. GDPR compliant.

Why SwiftCase

What you get that you won't get elsewhere

One platform, not five

CRM, case management, workflows, documents, analytics. Stop paying for tools that don't integrate.

Configured to you, not the other way around

We build the system around your processes. Not a template you have to adapt to.

UK data, UK support, UK company

No offshore ticket queues. No data leaving the country. Real people who answer when you call.

Enterprise capability, mid-market pricing

The same operational leverage big firms get - without the seven-figure IT budget.

How It Fits Together

One platform. Complete visibility.

SWITCHBOARD
AI Agents: Voice • Chat • WhatsApp • SMS • Email
SWIFTCASE PLATFORM
CRM • Cases • Workflows • Documents • Analytics
INTEGRATIONS
Xero • Office 365 • Slack • REST APIs • Webhooks

Customer contact flows through Switchboard. Data lives in SwiftCase. Your existing tools stay connected. One source of truth for your entire operation.

See if it fits

We'll walk through your current operation, show you how SwiftCase handles it, and be honest about whether we can help. No pitch decks. No pressure.