It would be great if we could customize our dashboards. Different teams and roles need different views — for example, sales might want a leads overview, while devs care about tasks and deadlines. Being able to add, remove, and rearrange widgets would make Swiftly feel way more personal and powerful.
Views like customers, addresses, and contracts feel a bit cluttered. It would be super helpful to let users configure which fields they see — so each team or person can hide what they don’t need and focus on what matters most. Cleaner views = faster workflows.
We need the ability to manage multiple users and companies within a single Swiftly account. This would allow teams to collaborate while keeping data scoped per company. Ideal for agencies, consultants, or companies with multiple legal entities. User roles and access control would make this even more powerful.
Hey team! It would be amazing if we could track our expenses directly through the app — think scanning receipts on the go and instantly converting them into polished financial documents for accounting. It’d streamline everything and take our expense management to the next level!
I’d absolutely love the ability to log my payments directly in Workspace — especially if they could be linked to my overdue invoices. It’d make tracking and managing outstanding payments so much smoother and more intuitive!
Hey team! It would be awesome if we could manage our tasks directly in Workspace. Imagine being able to create individual tasks and group them into ‘cases’ or clusters so we can easily see which ones are connected. It could seriously boost clarity and productivity!
It would be great to have AI support in Workspace task management — automatically grouping related tasks into cases, suggesting dependencies, prioritizing based on urgency, and surfacing upcoming or overdue items. This would reduce manual work, improve clarity, and make handling complex projects faster and smarter.
Add the ability to track marketing expenses such as an amount of money spent on ads and how long your trials are. At the end of the length of the trial period, attribute the earnings made from that previous day of ad spend.