What is Swyft Mobile?

Swyft Mobile is a fully integrated, inexpensive mobile solution to Infusionsoft with two-way data syncing, scheduling, and field service functionality. Swyft Mobile is highly configurable, and it is able to accommodate and streamline even the most complex of business processes. Accessible via smartphone, tablet, or web browser, Swyft Mobile can extend your CRM's basic abilities and add a whole lot of new features like:

  • Schedule appointments, tasks, and opportunity follow-ups for yourself and your team in the field
    • Synchronize your schedule automatically with Google Calendar
  • Manage multiple team calendar views to manage everyone's appointments & tasks
    • Swyft notifies individual users automatically via email when changes have been made to their schedule
  • Edit unlimited custom fields for contacts, companies, and opportunities
  • Manage company and contact records from your mobile device
  • Mobile forms and one-touch outcome buttons are custom configured for clients
    • Generate PDFs for data input and sales orders
    • Capture a client's signature directly from your mobile device in the field
    • Trigger automation on-the-fly
  • Restrict CRM access by contact ownership and user assignment
  • Assign prospects and customers geographically
  • Map your closest contacts to your screen in the field


We offer 3 core subscription levels for Swyft Mobile. They are shown below and in this document: