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Swyft
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Summarization (150)

Swyft Verified Tool

Automated updates of CRM for Sales.

Last Update: August 18, 2026

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Starting price From $40/yr

Tool Information

Swyft AI is an automated tool for updating CRM fields, specifically designed for Sales teams. The tool utilizes Artificial Intelligence to take notes during sales calls, summarize important information, generate a list of next steps, and update relevant CRM fields through a seamless integration with Salesforce. Swyft's automatic updates save users a lot of time and prevent them from wasting hours manually updating their CRM at the end of the day. Swyft AI's features include a call summary that provides a perfect overview of the sales calls, eliminating the need for manual note-taking.

Starting price: From $40/yr. Features, limits, credits, seats, billing periods, taxes, regional availability, and promotions can change, so confirm the current official checkout or sales quote.

AI output requires human review for accuracy, privacy, permissions, source rights, current limits, and suitability for the intended workflow.

F.A.Q (20)

Swyft AI is an automated tool that uses artificial intelligence to streamline the work of Sales teams. It takes notes during sales calls, summarizes crucial information, and automatically updates relevant CRM fields, integrating seamlessly with Salesforce. The tool is designed to save time and enhances productivity by negating the need to manually update CRM fields at day's end. It provides a summary of sales calls, keeps Salesforce instantly updated, and is available on Android and iPhone devices.

The tool AI updates CRM fields automatically following every sales call. Once the call is over, the tool AI generates a summary of the call, including the next steps that were discussed, and updates all these details into the CRM. Any other required opportunity fields can be updated by the user. This functionality eliminates the need for users to manually update their CRM fields, thus saving valuable time.

The tool AI is engineered to take detailed notes automatically during sales calls. Users can remain focused on their call, while the tool works in the background, collecting structured data and context. This functionality alleviates the need for users to worry about note-taking during the call, enabling them to focus solely on their sales conversation.

The call summary feature in the tool AI provides an automatic summary of sales calls. This encapsulates key points of the call, next steps, and updates all necessary opportunity fields. It eliminates the need for taking notes manually, allowing users to focus more on their selling and interaction.

The tool AI leverages AI to ensure Salesforce is instantly updated. After a sales call, the tool AI immediately generates a summary that includes next steps and opportunity fields. Users can approve and save, make additional notes if needed and with a few seconds, all the relevant fields in Salesforce are updated. This keeps Salesforce updated in real time, promoting improved data hygiene.

The tool AI is available on both Android and iPhone devices. Users can download the app on their mobiles and stay connected with their teams remotely, anytime, from anywhere.

Yes, the tool AI offers solutions tailored to teams of all sizes, catering to the varied needs of different roles in a business. It perfectly caters to the needs of account executives, sales leaders, RevOps, and customer success teams.

The tool AI offers three plans suited for different business roles: Designer, Marketing, and Developer. Each plan is specially designed to cater to unique needs and anticipated challenges of these respective roles, equipping them with requisite tools and resources.

The Designer Plan of the tool AI offers a complete solution for creative minds, equipping them with tools and resources to bring their design ideas to life. The Marketing Plan provides a powerful suite of tools to help reach the audience and achieve marketing goals. The Developer Plan offers a comprehensive platform for developers, providing various tools and resources to create and maintain top-notch applications.

Yes, the tool AI does have a free Beta program. Prospective users can join the program to experience how the tool works.

Testimonials from the tool AI users indicate a significant boost in productivity. The ease of use and customization options offered by the tool have reportedly revolutionized team operations, resulting in a huge impact on productivity levels.

The tool AI supports remote teams by making its services available on Android and iPhone devices. Team members can download the app on their smartphones, enabling them to stay connected and maintain productivity from anywhere, at any time.

The tool AI improves data hygiene by leveraging AI to automatically update CRM fields. This process not only reduces manual input but also decreases data entry errors, leading to increased data accuracy and consequently, enhanced data hygiene.

The structured data and context feature in the tool AI automatically captures and updates call notes and discussions about next steps. This feature essentially organizes and contextualizes information, making it easier for users to understand and action updates to your opportunities, keeping everything in one platform.

Users can get in touch with the tool AI through their contact page, providing a convenient way to gather more information, ask questions, or request assistance.

A demo of the tool AI can be arranged through the 'Book a Demo' option on their website. Prospective users are provided with a link that they can use to schedule a demo at their convenience.

Yes, the tool AI provides a troubleshooting guide to help users navigate through any potential issues they may encounter. This guide offers the necessary assistance to help users solve problems and optimize the performance of the tool.

To become a partner with the tool AI, interested persons can visit the 'Become a Partner' section on their website and follow the provided instructions.

The tool AI’s Terms of Service and Privacy Policy can be accessed through links that lead to the respective policies, allowing users to informed about their rights and protections.

Instructions for setting up and using the tool AI can be found in the 'the tool Setup & How to use the tool' section on the website. It provides clear and detailed directions to setup and maximally utilize the tool efficiently.

Pros and Cons

Pros

  • Automated CRM updates
  • Designed for Sales teams
  • Seamless Salesforce integration
  • Time-saving features
  • Eliminates manual note-taking
  • Improves data hygiene
  • Structured data and context
  • Mobile friendly (Android
  • iPhone)
  • Different plans per team role
  • Free Beta program
  • Excellent customer support
  • Troubleshooting guide
  • Positive user testimonials
  • Customization options
  • Zoom compatibility
  • Instant CRM update post-call
  • Automatic next steps generation
  • Concentrated platform
  • Real-time call summaries

Cons

  • Limited to Salesforce integration
  • Only accessible on mobile
  • No desktop app available
  • Doesn't support video calls
  • No multi-language support
  • Lack of customizability
  • Specific to sales teams
  • No real-time transcription
  • No API for custom integrations
  • No free version available

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  • Check the currency, billing period, automatic renewal, usage limits and seats at checkout — prices and promotions change.
  • App-store pricing can differ from website pricing by country, device and tax.
  • Share only authorised data, and read the provider's encryption, retention and model-training terms first.
  • AI output can be incomplete or wrong. Verify facts, citations, calculations and code before you publish or ship.
  • Commercial usage rights vary by plan, provider terms and jurisdiction.
  • None of these tools replaces a qualified professional for medical, legal or financial decisions.

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