One CRM That Replaces 6+ Separate Tools
Automated follow-up sequences. Built-in calendar & bookings. SMS & email campaigns. Deal pipelines. Event management. All included in the free tier — not scattered across six different subscriptions.
Start Free — No Credit CardWhat You'd Pay Elsewhere vs. CoreSwift CRM
To get all the features CoreSwift CRM includes for free, here's what you'd need to subscribe to separately.
Their Stack
- HubSpot CRM — contact management
- Calendly — scheduling & bookings
- ActiveCampaign — email automation
- Twilio — SMS messaging
- Zapier — cross-app workflows
- Slack — follow-up reminders
CoreSwift CRM
- Contact management & auto-dedup
- Built-in calendar & booking pages
- Automated email & SMS sequences
- Cross-app tag sync & webhooks
- Round-robin lead routing for your team
- Pipeline automation rules & a scheduled follow-up queue
- Event & campaign management
Everything Your Sales Team Needs — Built In
No plugins. No third-party subscriptions. Every core feature ships with the free tier.
Automated Follow-Up Sequences
Set follow-up rules once — when a lead enters a stage or gets tagged — and CoreSwift CRM takes it from there. SMS, email, and internal nudges go out the moment the trigger happens, without you lifting a finger.
Round-Robin Lead Routing
New leads are distributed fairly across your team via round robin, so no rep is starved and no lead sits unclaimed — no cherry-picking, no delays, no missed revenue.
Visual Deal Pipelines
Drag-and-drop kanban boards with custom stages. Deals auto-advance when triggers fire — email opened, link clicked, form submitted. Full forecasting and timeline tracking built in.
Built-in Calendar & Bookings
No Calendly subscription needed. Share your booking link, let leads pick a time, and auto-log every meeting to the contact timeline. Google Calendar sync included.
SMS & Email Campaigns
Send one-off messages or multi-step drip sequences from inside the CRM. Trigger campaigns off tags, pipeline stages, or scoring thresholds. No Mailchimp, no Twilio — it's all here.
Events & Campaign Management
Build promotional campaigns and manage the audience lists they run against, right inside the CRM — no separate marketing tool.
In-App Alerts & Automation Rules
Build IF-THIS-THEN-THAT rules on your own triggers — a tag is added, a lead's score changes — and get a notification in the workspace the moment one fires. The header bell keeps the unread count, so nothing slips through the cracks.
Cross-App Ecosystem Sync
Contacts, tags, and events flow automatically between FunnelSwift, MissedCall Respondr, IncentiveSwift, and ADASwift. One contact record, one timeline — no manual data entry, and more.
How CoreSwift CRM Compares on CRM Features
| Capability | CoreSwift CRM | GoHighLevel | HubSpot |
|---|---|---|---|
| Automated Follow-Up | Built-in, Trigger-Based | Workflow Builder Required | Marketing Hub Upgrade |
| AI Lead Scoring & Routing | Native — Paid Plans | Not Available | Enterprise Only |
| Built-in Calendar & Bookings | Included Free | Basic Calendar Only | Separate Meetings Tool |
| SMS & Email Campaigns | Built-in Both | Built-in Both | Email Only / SMS Add-On |
| Event & Campaign Tracking | Included Free | Limited | Marketing Hub Add-On |
| Private Email (Send & Route) | Native (Mailgun/SMTP) — Paid Add-On | Third-Party Only | Third-Party Only |
| Free Tier | Full Core Features | No Free Plan | Limited Free CRM |
Built-in Scheduling vs. Paying for Calendly
| Feature | CoreSwift CRM Calendar | Calendly |
|---|---|---|
| Booking Pages | Included Free | Free (Basic) |
| CRM-Linked Meetings | Auto-logged to Contact Timeline | Requires Zapier/Integration |
| Google Calendar Sync | Included | Included |
| Team Round Robin | Included Free | Paid plan only |
| Monthly Cost | $0 | $10/seat/month |
CRM: what the cheapest paid plan costs elsewhere
| Lowest tier | CoreSwift CRM | HubSpot | Salesforce | Pipedrive |
|---|---|---|---|---|
| Free plan | Yes — full core CRM | Free CRM, limited | No | No |
| Entry price | $0 | $20/seat/mo | $25/user/mo | $14/seat/mo |
| Contacts on that tier | 100 free, never expires | Paid seat required for pipelines | Paid seat required | Paid seat required |
Calendar: scheduling is already inside the free CRM
| Lowest tier | CoreSwift CRM | Calendly | Cal.com | Doodle |
|---|---|---|---|---|
| Free plan | Yes — bookings included | Yes — one event type | Yes — one user | Yes — basic polls |
| Entry price | $0 | $10/seat/mo | $12/user/mo | $11/seat/mo |
| Linked to the CRM | Meetings auto-log on the contact | Separate product | Separate product | Separate product |
Paid Add-On
Private Mailboxes — Email That Lives Inside Your CRM
Bring your own domain. Send from your own mailbox, auto-reply on your triggers, and every reply lands on the contact's timeline — no tab switching, and more.
Bring Your Own Domain
Connect via Mailgun or SMTP. Every email stays branded to you. Full control over sender reputation.
Encrypted at Rest
AES-256-GCM encryption on your provider credentials and API keys at rest. Data retention controls let you decide what stays and what gets purged.
Smart Auto-Reply & Contact Matching
Incoming mail automatically matches to existing contacts. Trigger-based auto-replies tied to pipeline stages and tags.
Frequently Asked Questions
How does CoreSwift CRM automate follow-ups?
Set your follow-up rules once — "when a lead enters this stage, send an SMS and an email." CoreSwift CRM fires the actions the moment the trigger happens. No copy-paste follow-up, no forgotten leads.
Is AI included in the free plan?
AI scoring & helpers are part of the paid plans. The free tier includes the full core CRM — contacts, pipelines, automated follow-ups, campaigns, and round-robin lead routing. When you reach a feature your plan does not cover, the console shows an upgrade prompt.
Do I really not need Calendly anymore?
If you're using Calendly for basic scheduling and you want those meetings automatically linked to your CRM contacts — CoreSwift CRM's built-in calendar does that for free. Booking pages, Google Calendar sync, and team round robin are all included.
How much does CoreSwift CRM cost?
The core platform is free — full pipelines, follow-up automation, calendar, SMS/email campaigns, event management, and cross-app sync. Paid plans add AI scoring & helpers, private mailboxes, support tickets, and higher limits, and are available inside the platform when you're ready to scale.
Does it work with the rest of the SwiftSoftware suite?
Natively. Contacts, tags, and events sync automatically with FunnelSwift, MissedCall Respondr, IncentiveSwift, ADASwift, and WorkflowSwift. Zero configuration — it just works.