AcceptQuote | Swytch Elevate CRM

Swytch Elevate CRM is your all-in-one client management, lead generation, and marketing automation platform. Designed for digital marketing agencies, it offers individual sub-accounts for each client, complete with their own CRM, lead pipeline, email/SMS marketing, form builder, and booking calendar. The agency admin gets full oversight, analytics, and reporting across all clients.

Data types

  • Account
  • Contact
  • Form
  • FormSubmission
  • EmailCampaign
  • SMSCampaign
  • Appointment
  • Automation
  • SupportTicket
  • SocialPost
  • UserOnboarding
  • DataBackup
  • APIKey
  • TeamMember
  • EmailTemplate
  • SMSTemplate
  • ContactNote
  • Task
  • Document
  • Webhook
  • Invitation
  • AutomationLog
  • Message
  • SupportTicketReply
  • Quote
  • QuoteRevision
  • InboundMessage
  • Expense
  • ClientRevenue
  • Project
  • ProjectTask
  • LinkCampaign
  • ScrapedLead
  • ScheduledAction
  • ClientLogo
  • LeadOutreachSequence
  • LeadSequenceEnrollment
  • Budget
  • FinancialGoal
  • Achievement
  • SocialInboxMessage
  • Purchase
  • WebsiteVisitor
  • SEOAudit
  • VisitorSegment
  • AuditLog
  • GeneratedMedia
  • CustomField
  • Deal
  • SentEmail
  • SystemEvent
  • SystemAlert
  • SOP
  • ServiceTemplate
  • WebsiteProject
  • ChatRoom
  • ChatMessage
  • WebsiteAudit