Track every prospect from cold lead to closed deal.
A built-in CRM that picks up where the campaign ends. Pipeline stages, notes, deal value, follow-up tasks, all linked to the original outreach.
- Custom pipeline stages per workspace
- Replies turn into deals automatically
- Tasks, notes, files attached to every deal
- Forecast revenue, weighted by stage
No exporting to a separate tool. Replies flow into deals automatically and the deal carries the email history with it.
Pipeline stages
Drag-and-drop board with custom stages per workspace. New, qualified, demo booked, proposal sent, won, lost.
Replies become deals
When a prospect responds positively, Swokei creates a deal automatically with the full email history attached.
Tasks, notes, value
Log calls, set next-touch reminders, attach files, track deal value. Everything one click away from the original outreach.
A real CRM, not a stripped-down extension.
Pipeline, deals, tasks, notes, forecasts. Everything you'd expect from a dedicated CRM, sitting next to the outreach that produced it.
Custom stages
Rename, reorder, add or remove pipeline stages per workspace. Default is New → Qualified → Demo → Proposal → Won / Lost.
Auto-create deals
Replies that get classified as Interested in the inbox spawn a deal in the New column with the full email history attached.
Drag-and-drop board
Move deals between stages by dragging their cards. Each card shows value, next-touch task, last activity, and the campaign that sourced it.
Tasks and reminders
Add tasks against any deal, with due dates and assignees. Get a daily digest of what's due so nothing slips.
Notes and files
Log call notes, attach proposals, paste meeting recaps. Everything stays attached to the deal and the lead.
Deal value and forecast
Set a value per deal. Pipeline view shows total weighted forecast by stage so you can see what's likely to close this month.
Filter by source campaign
See deals by the campaign that sourced them. Useful for measuring which outreach actually drives revenue.
Reports and win rate
Win rate by stage, average days-to-close, top-converting campaigns. The numbers you need for QBRs without exporting to a spreadsheet.
How it works
Step by step.
Set up your pipeline once
Open the CRM tab and define your stages. Default is New, Qualified, Demo booked, Proposal sent, Won, Lost — but you can rename, reorder, or add custom stages per workspace.
Positive replies create deals automatically
When the inbox classifies a reply as Interested, Swokei creates a deal in the New column with the lead's info, the campaign source, and the full email history attached.
Move deals through the pipeline
Drag deals between stages on the board. Each card shows value, next-touch task, last activity, and the original campaign — so you always know what to do next.
Log activity as you go
Add notes, log calls, attach files, set reminders. Everything stays attached to the deal and the lead, so handoffs and follow-ups are clean.
Forecast and report on the pipeline
The CRM dashboard shows total pipeline value, weighted forecast by stage, win rate, and average days-to-close. Filter by campaign or teammate to see what's working.
Where to find it
In the main left navigation under CRM. Replies that get classified as Interested in the inbox auto-create a deal — you'll see them appear in the New column without lifting a finger.
What it costs
Included free with any paid plan. Unlimited deals, unlimited stages, no add-on fee. The CRM is a first-class part of Swokei, not a paid extension.
Included in all paid tiers
One subscription, the whole product.
Website analysis
Costs credits — only feature that does.
Mail sending
Available on paid plans only, not the free tier.
Everything else
Included in every paid tier at no extra cost.
Try it on a free campaign first.
Run 20 leads through Swokei. No card needed. No commitment.
Start your free campaign
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