--- title: "SWELLEnterprise Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about SWELLEnterprise Software - reviews, pricing plans, popular comparisons to other Other Finance & Accounting Software products and more." source_url: "https://www.capterra.com/p/170220/SWELLEnterprise/" page_type: "product" language: "en" --- # SWELLEnterprise Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) SWELLEnterprise ## What is SWELLEnterprise? SWELLEnterprise is the all-in-one client management platform built for service businesses, agencies, and consultancies that have outgrown single-purpose tools. Run your entire business from one workspace: CRM with sales pipelines, project management with tasks and time tracking, invoicing and recurring billing through Stripe, proposals and contracts with built-in e-signatures, an embeddable forms builder, scheduling that syncs with Google Calendar, a structured helpdesk module with shared inboxes and SLA policies, and a fully branded client portal you can map to your own domain. Where SWELLEnterprise stands apart: a true white-label and reseller tier on Business ($199/mo), an open REST API with 45+ endpoints and 30+ webhook events, and a built-in AI assistant that drafts proposals, scores leads, and produces predictive insights for revenue, payments, and project risk. Free tier available. 14-day trial on every paid plan. Annual billing saves 15%. ## What is SWELLEnterprise used for? [Other Finance & Accounting Software](https://www.capterra.com/other-finance-accounting-software/)[Business Management](https://www.capterra.com/business-management-software/) Top alternative Featured Overall rating Based on 5 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $49 Per User, Per Month Free trial available Includes Free Version Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for SWELLEnterprise?[Manage this product listing](https://www.g2.com/products/swellenterprise/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### SWELLEnterprise 4.2 (5) VS. [4.6 (6,117)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting Price $49 Flat Rate Starting Price $9 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.2 (5) Ease Of Use 4.5 (6,068) Value For Money 4.0 (5) Value For Money 4.3 (4,685) Customer Service 4.2 (5) Customer Service 4.4 (4,478) ## SWELLEnterprise alternatives [4.6 (1,486)](https://www.capterra.com/p/127994/Jobber/reviews/) Starting price $39.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [4.4 (3,329)](https://www.capterra.com/p/120109/Xero/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars Highest Rated [4.7 (2,747)](https://www.capterra.com/p/140363/HouseCall-Pro/reviews/) Starting price $79.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars [QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/) [4.3 (8,529)](https://www.capterra.com/p/190778/QuickBooks-Online/reviews/) Starting price $38.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/190778/QuickBooks-Online/) ## FAQs about SWELLEnterprise Overview ### What company size and specific industries is SWELLEnterprise built for? SWELLEnterprise is designed for service businesses, agencies, and consultancies ranging from solo freelancers to multi-tenant teams. It is best suited for marketing, design, photography, consulting, real estate, legal, and coaching firms that need tools suited to client-focused work. Features and Usability ### What are the key features of SWELLEnterprise? SWELLEnterprise offers CRM, client management, client portal, and contact management for organizing customer records and communications. It also includes project management, task management, workflow management, and scheduling, plus reminders, quotes and estimates, document storage, accounting, API access, and customizable branding. Integrations ### Which third-party tools and platforms does SWELLEnterprise integrate with? SWELLEnterprise integrates with Crisp, Gmail, Google Calendar, QuickBooks Online, Stripe, Stripe Billing, Xero, and Zapier. The catalog covers customer messaging, email and scheduling, accounting, billing, and app automation, giving the platform connections to key business tools used for daily operations. Getting Started and Support ### What training and onboarding options does SWELLEnterprise offer? SWELLEnterprise provides live online sessions, webinars, documentation, and videos to help teams get started. Live online sessions and webinars support guided instruction, documentation offers written reference material, and videos provide visual walkthroughs for learning features and reviewing setup steps. Getting Started and Support ### What customer support options does SWELLEnterprise offer? SWELLEnterprise provides Email/Help Desk, FAQ/Forum, Knowledge Base, 24/7 Live Rep, and Chat. No reviewer feedback is available here to describe response times, helpfulness, or common support frustrations, so the support experience cannot be assessed from user comments. ## Features AI summary Based on 6,813 Other Finance & Accounting Software reviews Capterra data shows that buyers of Business Management software rank the following features as their top priorities: - **Workflow Management** (**57%** of reviewers rated this feature as critical) - **Client Management** (**57%**) - **Task Management** (**55%**) SWELLEnterprise supports all three of the features reviewers consider most important: **Workflow Management**, **Client Management**, and **Task Management**. Together, these capabilities help businesses coordinate processes, maintain strong client relationships, and keep day-to-day work on track, allowing teams to manage operations more efficiently and stay organized as work moves forward. Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. API Application programming interface that allows for integration with other systems/databases Client Management Manage contact details and communication with clients Client Portal Private online space that lets businesses securely share documents and provide information access to clients Contact Management Manage, organize, and store contact information CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system SWELLEnterprise 15 features ### All Features - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - API: Application programming interface that allows for integration with other systems/databases - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Contact Management: Manage, organize, and store contact information - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customizable Branding: Add customized logos and colors to align with company branding - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments - Quotes/Estimates: Generate quotes or estimates for customers - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Scheduling: Plan availability and assign specific time slots for tasks and resources - Task Management: Create, manage and track all task activities and progression - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.2 (5) 4.2 Based on 5 reviews ## Pricing Value for money 4.0 (5) Free Trial Free Version Free $0.00 Starter $49.00 Flat Rate, Professional $99.00 Flat Rate, Business $199.00 Flat Rate, Value for money 4.0 (5) 4.0 Based on 5 reviews ## Integrations [ Gmail](https://www.capterra.com/p/202338/Gmail/)[ QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[ Google Calendar](https://www.capterra.com/p/213340/Google-Calendar/)[ Stripe](https://www.capterra.com/p/123889/Stripe/)[ Xero](https://www.capterra.com/p/120109/Xero/)[ Zapier](https://www.capterra.com/p/130182/Zapier/)[ Stripe Billing](https://www.capterra.com/p/178774/Stripe-Billing/)[ Crisp](https://www.capterra.com/p/151292/Crisp/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.2 (5) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.2 (5) 4.2 Based on 5 reviews ## User reviews Overall rating 4.2 Based on 5 reviews Filter by rating 5(3) 4(0) 3(2) 2(0) 1(0) Mentioned topic Sorted by most recent Sheikh S. Founder Computer Software ### "“Overall it’s a complete solution for a Business”" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 October 14, 2020 Pros The well-organized dashboard that I liked the most. No need to use multiple tools for your business, You can get numerous solutions in one place like project & task management, CRM, Team Chat, File Manager, Accounting. I really love the features that they have. Cons I have not found any major complexity with Swell Enterprise. They are continuously improving. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. KJ Kayla J. Marketing Consultant, Customer Serivce Marketing and Advertising ### "SWELLEnterprise needs a little more development" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 2.0 2.0 Customer Service 3.0 3.0 Likelihood to Recommend 3/10 December 15, 2019 Happy we were able to complete a trial before committing. Not the best experience but we may check back into SWELLEnterprise later on when they may have smoothed out some of the kinks. Pros SWELLEnterprise was very clean in its appearance and had most of the standard CRM /business management features one would expect and more. It really does have a wide range of features for running your business more smoothly, like custom branding, white label options, contact management, tasks, etc but needs a bit of improvement. Cons It did not meet our specific business needs when we ran into a number of issues that support needed time to get answers on. One example in particular was an inability to set up repeating tasks. As a company involved in the monthly billing and therefore creation of marketing materials and posts, this was a feature that was sadly missing. Additionally, there were issues with invoicing where the invoices would be paid by clients but would not register as such within the system. Reasons for choosing SWELLEnterprise Trail Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. SS Sally S. Entrepreneur and Web Developer Internet ### "Security Flaw" 3.0 Overall Rating 3.0 3.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 3/10 June 12, 2019 Customer service was terrible when trying to resolve this. I showed them the debug environment and they didn't even acknowledge it. While I was definitely chatting with a human, they felt like a robot. No explanations or apologies (or gratitude) that I showed them these bugs. Pros The premise is amazing. I loved the UI and UX. I was so excited to begin using this product to streamline my business operations. Cons Within 20 minutes of using, I found several bugs. Buttons didn't work, I even kept getting Swell's debug screen—yikes!! This is a serious security flaw and I don't feel comfortable storing my information with a company that lets their debug environment show up in prod. I chatted with customer service and politely pointed out these problems, showed them screenshots. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AN Anonymous User CEO & Founder Real Estate ### "Best fully stacked CRM" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 26, 2019 Very satisfied with what I have and have extremely high expectations with them Pros I’ve used a lot of other tools & CRMs in different industries: Real estate, Healthcare, Marketing. It’s one of the best CRMs out there. It saved my couple of hundreds every month spent on other tools. It replaces 3-4 other tools we are using on monthly basis. I built the same features on Podio which costed me over $1000, but I have all same features already built in and integrated with SwellEnterprise. Twilio Email (send/receive) proposal Invoicing Client Portal Cons Product is still new so I get some bugs, but the founder and his support team always go above and beyond (almost 24/7) and fixed any issue I had. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AN Anonymous User President Internet ### "Lots of features and support was AMAZING!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 30, 2017 Organization and it saved money because I didn't need other programs anymore because this does everything in one place. Pros I was able to cancel most of my subscriptions to other products because this offered a lot of that in one place. Cons I wish there were more integrations but support team said they are constantly adding new integrations. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.