Swyft (Sales & Marketing)
Screenshot of Swyft

Swyft

Swyft AI takes notes during sales calls, generates summaries with next steps, and updates Salesforce fields automatically.

Screenshot

What is Swyft?

Swyft AI is an automated assistant built for sales teams. During sales calls, it takes notes, generates summaries of the important details, and updates CRM fields automatically. It integrates with Salesforce, keeping records current in real time and eliminating manual CRM updates at the end of each day.

After each call, Swyft uses AI to create summaries that include next steps and key opportunity fields, which you can save with a few clicks. This helps keep Salesforce data clean and accurate.

Who created Swyft?

The founder’s name isn’t documented. The platform is designed to help managers review team meetings efficiently, with call summaries and key meeting details in one place.

Who is Swyft for?

Swyft offers plans tailored to different roles within a sales organization:

  • Account Executives
  • Sales Leaders
  • RevOps professionals
  • Customer Success Teams

Users commonly report improved productivity and praise its ease of use and customization options.

Key Features

  • Automatic note-taking during sales calls
  • AI-generated call summaries with next steps and opportunity fields
  • Real-time Salesforce updates
  • Mobile apps for Android and iPhone
  • Plans tailored to specific sales roles

Conclusion

Swyft AI handles note-taking, call summarization, and CRM updates automatically. With Salesforce integration, real-time updates, and role-specific plans, it helps sales teams improve data accuracy and productivity. To learn more, use the ‘Book a Demo’ option on the Swyft AI website, where detailed setup guidance is also available in the ‘Swyft Setup & How to use Swyft’ section.

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