Manage client pipeline workflows, generate professional invoices, and schedule local tasks. Zero cloud telemetry. Everything runs completely on your machine.
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Save five to ten administrative hours every week. Clean dashboard frameworks built to increase sales velocity.
Visually follow leads from initial outreach down to final contracts. Highly customizable columns fit for creative agencies.
Draft professional customer estimates and invoice logs. Instantly export beautiful PDF records styled for compliance bookkeeping.
Track tasks on your favorite setups. Shift instantly between intuitive Kanban columns, timeline grids, or chronological calendars.
Establish background business rules entirely offline. Schedule triggers like: "If zero responses in 3 days, flag deal high priority".
Formulate template letters ready for quick customization. Direct email commands coordinate smoothly with standard desktop clients.
Access high fidelity graphical indicators showing monthly volumes, lead generation percentages, and direct sales margins locally.
Drag any active deal card to the right columns below:
"Finally a CRM that doesn't need internet. I work from coffee shops and this is perfect."
"We tried HubSpot, Pipedrive, Close... too complex. Swiftonboard does exactly what we need and nothing more."
"The automation rules alone saved me 5 hours a week on follow-ups. Can't believe it's free."
$190/year (save 17%)
| Feature Overview | Free Desktop ($0) | Pro Cloud Sync ($19) |
|---|---|---|
| Drag-and-Drop Pipelines | Included (Unlimited local stages) | Included (Synced multi-user) |
| Invoice PDF Builder | Included | Included |
| Data Location | Local Storage (SQLite) | Local + Dedicated Cloud Backup |
| Live Form Capture | Not Included | Included (Direct embedding code) |
| Developer APIs | Not Included | Included (Full REST & Webhooks) |
Yes. The standalone desktop application is 100% free with no lead counts, limits, or hidden fees. We support ourselves via optional Pro cloud server sync accounts.
No. Swiftonboard CRM is designed to execute locally, so all pipelines, bills, and calendars load instantly even without active web connectivity.
Our native macOS and Linux bundles are currently in optimization. Windows clients are ready to download immediately.
HubSpot is a heavy, web-hosted CRM that monitors client analytical parameters. Swiftonboard is a fast local app with absolute data privacy and offline access.
All database logs stay locally inside a single secure SQLite binary container on your hard disk drive. We cannot access your records.
Download the local client bundle and begin scaling your sales processes immediately.
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