Product Tour

Swiftlier HQ

The heart of Swiftlier, where your team runs sales, support, marketing and operations from one connected workspace.

Swiftlier HQ Order View

Enrolments and Finance

Manage your bookings and registrations with full visibility of billing and payments

  • View order details, including billing status, attendees and total value
  • See payment schedules, invoice statuses and payment allocation detail
  • Quickly handle cancellations, refunds and credit handling

Venue & Calendar Management

Online or in-person, view your calendar and manage room bookings or hires with ease

  • Quickly view room allocations and drill down in to activity
  • Supports in-person, online and at-home tuition as well as manual room allocation/hires
  • Exports to PDF in multiple views to support offline reporting
Swiftlier HQ calendar
Swiftlier HQ sales pipeline

Modern Pipeline Tools

Trials, auditions, consultations or sales team driven, the Swiftlier pipeline and opportunity management tools keep you focussed

  • Support multistep audition like workflows
  • Build baskets for customers and then send a simple payment link to complete enrolment
  • Supports your way of working for clean collaboration and accountability

A Helpful Helpdesk

Streamline support with a unified helpdesk and CRM so your team can resolve customer issues quickly with the right context.

  • At-a-glance customer information, like current bookings or deals, for quicker context
  • Team collaboration with workflow, team inboxes and internal comments
  • Faster resolution with deep links in Swiftlier
Swiftlier HQ helpdesk view
Swiftlier HQ campaign editor

Marketing Made Easy

Send email and SMS campaigns to the right audience with simple segmentation and reporting.

  • Marketing and transactional email/SMS from one platform
  • Segmentation using booking, pipeline and CRM data
  • Integrated analytics with campaign attribution

Course Catalogue Setup

Simple set up of your services, onboarding templates, pricing and more with minimal copy and paste with re-usable policies

  • Build pricing, branding, onboarding, and classroom materials once and then re-use across your catalogue
  • Create repeatable course templates to launch new offerings faster with consistent setup
  • Apply shared policies, schedules, and resources across multiple services without duplicate admin
Swiftlier HQ customer relationship dashboard
Swiftlier HQ customer user management

Secure User Management

Built for education, Swiftlier enables admins to easily manage user accounts, view audit logs and provide support

  • For staff and instructors, Swiftlier provides 2FA-secured access with granular controls, or use your organisations M365 tenant for single sign on
  • Customers and students use a separate built-in system granting them access to their data via the student portal
  • View sign-in logs and audit logs to track user activity across their account and support them quickly

Polished in-person payments

Take bookings and payments in person or over the phone, or send hosted payment links with optional payment plans.

  • PCI-DSS compliant in-person and MOTO payments
  • Build bespoke lesson plans for 1:1 or group classes
  • Handle room bookings, class bookings and more
Swiftlier HQ booking and payment flow
Swiftlier HQ analytics dashboard

Integrated Analytics

Stay on top of marketing, sales and finance with dashboards and exports designed for operational decision-making.

  • Automatic campaign tracking and attribution analytics
  • High-level dashboards across marketing, sales and finance
  • Financial exports and automated reconciliation

Continue your Swiftlier platform tour

Explore another part of the platform, or take the next step with a demo or pricing.