A lightweight CRM built for freelancers, consultants, and small teams. Track contacts, manage your pipeline, and never miss a follow-up.
SwiftLead
Overview
Here's what's happening with your pipeline.
Total Contacts
128
+12
Active Deals
24
+3
Won This Month
7
+2
Revenue
$14.2k
+18%
Lead
Contacted
Proposal
Won
2,400+
Freelancers
$3.2M
Deals tracked
98%
Uptime
4.9/5
User rating
No bloated features. No enterprise pricing. Just the tools that actually move deals forward.
Store, organize, and search all your clients and leads in one place. Add custom fields, tags, and notes.
Visual kanban board to track every deal from first touch to closed-won. Drag, drop, done.
Log calls, emails, and meetings automatically. See the full history for any contact at a glance.
Set follow-up reminders so no deal slips through the cracks. Get notified at the right time.
Attach rich notes to any contact or deal. Keep context where it belongs — next to the conversation.
Bring your contacts from a spreadsheet in seconds. Export anytime — your data is always yours.
Close a deal in SwiftLead and instantly generate a professional invoice in SwiftBill. No copy-pasting. No switching tabs. Same account, seamless workflow.
SwiftLead
Deal closed — Won
Website Redesign · $8,500
AUTO
SwiftBill
Invoice #1042
Sarah Chen · $8,500
No onboarding calls. No setup wizards. Just start.
Import a CSV or add contacts one by one. SwiftLead organizes them instantly.
Create stages that match how you sell. Drag deals across columns as they progress.
Follow up on time, track your wins, and grow your revenue with a clear picture of every opportunity.
Start free. Upgrade when you need more.
For freelancers just getting started.
$2.99/mo with a SwiftBill account
For growing freelancers and consultants.
For small teams that sell together.
Yes. The free plan includes up to 50 contacts and one pipeline — no credit card required, no time limit.
Absolutely. Upload a CSV file and SwiftLead will map your columns automatically. You can also export your data anytime.
Those tools are built for enterprise teams with hundreds of reps. SwiftLead is built for freelancers and small teams who need something fast, simple, and affordable.
Yes. All data is encrypted in transit and at rest. We use Supabase for our backend, which runs on AWS infrastructure with SOC 2 compliance.
Of course. No contracts, no cancellation fees. Downgrade to the free plan or export your data whenever you like.
Yes — close a deal in SwiftLead and generate an invoice in SwiftBill with one click. Built by the same team.
Join thousands of freelancers managing their pipeline with SwiftLead. Free forever — no credit card required.
Get started free