Leads stop disappearing
Forms, calls, messages, referrals, and campaign leads move into one pipeline with ownership, source data, and the next step visible.
Swiper CRM
Custom CRM software for lead-heavy businesses.
Swiper CRM connects your website, forms, campaigns, sales pipeline, customer notes, AI follow-up, and reporting into one custom business system.
- Leadcapture
- AIfollow-up
- CRMpipeline
- Dashreporting
Pipeline command center
12 active opportunities- 01New lead
Website form, call, ad, referral
- 02Qualified
Budget, fit, urgency, source
- 03Proposal
Scope, quote, next action
- 04Won
Project kickoff and delivery handoff
Next best action: draft follow-up for two qualified leads.
Why It Matters
A CRM should protect the revenue already coming in.
Most teams do not lose leads because they need another login. They lose leads because the website, inbox, ads, notes, and follow-up process do not share one operating layer.
Follow-up gets faster
Swiper CRM can prepare replies, reminders, qualification notes, and task prompts so the team keeps momentum after the first inquiry.
Operations stay connected
Sales, onboarding, service delivery, reporting, and marketing can share the same customer record instead of living in disconnected tools.
Pipeline becomes measurable
Dashboards show source, stage, conversion, follow-up gaps, and revenue movement so campaigns can be judged by actual opportunities.
What We Build
A custom CRM layer connected to your real workflows.
Custom CRM records
Contacts, companies, deals, jobs, tasks, notes, files, and custom fields built around how your business actually sells and delivers.
AI-assisted workflows
Agentic support for summaries, reply drafts, task creation, pipeline updates, intake questions, and internal handoffs.
Website and campaign inputs
Landing pages, quote forms, paid ads, analytics, booking paths, and lead magnets can feed the CRM with cleaner context.
Controlled access
Role-aware access, private operational data, and a custom-built foundation for teams that need more ownership than rented tools.
AI Follow-Up
Swiper AI turns CRM activity into next actions.
The goal is not to automate trust away. It is to remove the delay, missed context, and scattered admin work that slow down good sales conversations.
Create a lead, tag the source, draft a reply, and assign the next task.
Surface the deal, prepare a message, and flag the owner before the lead goes cold.
Track stage age, schedule reminders, and keep decision notes tied to the opportunity.
Move the record into onboarding, delivery, billing, or a custom internal workflow.
Best Fit
Built for service businesses, operators, and founders who need control.
- Service businesses tracking quote requests and sales calls
- Agencies connecting campaigns, landing pages, and pipeline
- Contractors managing estimates, follow-up, jobs, and customer notes
- Real estate and professional teams that need relationship history
- Nonprofits and public-facing teams routing inquiries and programs
- Founders replacing spreadsheets with a real operating system
Swiper CRM vs Generic CRM
The difference is ownership, fit, and the systems around it.
Built around the business
Instead of forcing your process into a generic CRM, Swiper CRM can be shaped around your stages, services, forms, team roles, and reporting needs.
Connected to what we build
The CRM can connect directly to custom websites, AI systems, software, paid campaigns, landing pages, and internal dashboards.
Designed for ownership
When the CRM is custom-built, the business is not trapped inside a template stack or a platform that makes simple changes feel expensive.
CRM And Pipeline Markets
CRM systems connected to real operations
Swiper CRM sits between custom software, AI automation, websites, campaigns, and the service-area pages where buyers are already comparing implementation partners.
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Explore pageFAQ
Swiper CRM FAQ
- What is Swiper CRM?
- Swiper CRM is our in-house CRM platform for managing leads, sales pipelines, follow-up, customer records, campaign source data, and operational workflows in one connected system.
- How is Swiper CRM different from GoHighLevel?
- Instead of renting a generic platform and bending your process around it, Swiper CRM can be built around your website, forms, pipeline stages, team roles, reporting, and custom AI workflows.
- Does Swiper CRM include AI?
- Yes. Swiper CRM can use Swiper AI to summarize inquiries, prepare follow-up drafts, flag stale opportunities, create tasks, and support the admin work around lead handling.
- Can Swiper CRM connect to my website?
- Yes. We can connect website forms, quote requests, booking paths, landing pages, paid campaigns, analytics events, and lead magnets directly into the CRM.
- Who is Swiper CRM best for?
- It is best for service businesses, agencies, contractors, professional teams, nonprofits, and founders that need lead tracking, follow-up, reporting, and workflow control beyond a spreadsheet or template CRM.
- Can you build a custom CRM instead of using Swiper CRM?
- Yes. Swiper CRM is the product direction, but Inversify Media can also build a fully custom CRM, internal dashboard, or workflow platform when the business needs a more specific operating system.
Plan a CRM System
Tell us where leads, follow-up, or operations are getting messy.
Share your website, lead sources, current CRM, pipeline stages, and what the team has to track. We can scope the right CRM or automation layer.