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Swiftly Workspace
THE PROBLEM WITH BUSINESS SOFTWARE Rigid ERPs that force your business into someone else's template. Months of implementation. Armies of consultants. And you're still doing manual work that "should be automated." There's a better way. INTRODUCING SWIFTLY WORKSPACE An AI-native ERP/CRM built exclusively for Apple platforms where you train AI agents to handle your repetitive work. Not pre-built workflows. Your exact processes, automated. Now on iPhone and iPad. HOW IT WORKS Think of AI agents like specialized team members. Train them once with your process—qualifying leads, routing issues, updating records. They execute consistently, 24/7. When your process changes, retrain them. No rigid configuration. No consultant dependencies. CORE CAPABILITIES • Customer & Vendor Management - Centralized relationship data with AI-powered research that gathers and updates company information automatically. • Sales Orders & Quotations - Full order lifecycle with item picker, quotation-to-order conversion, and pricing tiers. • Documents & Payments - Invoices, credit notes, proformas with payment recording, allocation, and multi-currency support. • Deliveries & Trip Planning - Route optimization, proof-of-delivery, and mobile GPS tracking for drivers. • Timesheets - Time tracking against projects with approval workflows and billable analytics. • Contracts & Projects - Contract lifecycle with automatic amendments, project budget tracking, and timeline views. • Inventory - Items, categories, variants, warehouses, and bill of materials management. • AI Workflow Automation - Cases and tasks with intelligent agents that execute routine work without supervision. • Conversational Interface - Query data, generate insights, or trigger workflows using natural language. BUILT NATIVE FOR APPLE Not a web app in disguise. SwiftUI designed for iPhone and iPad with full feature parity alongside Mac. Dynamic Type accessibility throughout. Fast. Intuitive. Powerful. Wherever you are. WHO BENEFITS MOST • Operations leaders tired of manual admin work • Founders who need systems that scale without overhead • Teams using 5+ disconnected tools • Mobile teams needing full ERP access on the go WHERE WE ARE Early access with active development. Frequent updates based on real needs. Direct line to founders. SUPPORT Email: ben.vanaken@swiftly-workspace.com Website: swiftly-workspace.com Book a free onboarding: calendly.com/d/ctgt-bgr-45n
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