Build informed, personal client relationships at every stage.
fylt Swan is the relationship hub for every prospect and client. It organizes client details, leads, outreach, testimonials, and activity in a shared record that stays connected to bookings, projects, billing, documents, and support.
Explore the parts of fylt Swan that support a connected client workflow from the first action to the next useful handoff.
Client records bring identity, company, tags, lifecycle status, activities, related work, financial history, documents, meetings, and support into one place.
Give every teammate the context to deliver a personal, informed client experience.
The lead board uses the stages your business defines and supports a clear progression from first contact through onboarding and successful work.
Create a shared, visible view of sales momentum.
Bookings and storefront enquiries can feed the lead workflow, while a successful lead outcome creates the foundation for an active client record.
Keep marketing, scheduling, and relationship work connected from the beginning.
Approved testimonials can be curated for the Finch storefront from the same relationship system where your team understands the client story.
Build a more credible public presence from real client outcomes.
AI-assisted client summaries and message templates help turn stored relationship context into a polished starting point for the next touchpoint.
Spend more time on thoughtful client communication.
Each screen below is a full-width product capture of a distinct capability, setting, or client-facing outcome.
Studio > Client management > Settings
Swan settings let the client lifecycle match the language, qualification process, and information model your business already uses.
Name each stage and select Show in Leads for the columns your team wants on the board.
Makes every opportunity easy to understand at a glance.
Add the acquisition sources and relationship tags your team recognizes.
Improves segmentation, reporting, and follow-up choices.
Add focused client attributes that matter to your service delivery.
Keeps your relationship records relevant without changing the shared core data.
Create reusable outreach starting points for the client moments your team handles frequently.
Helps every message stay consistent, personal, and efficient.
New booking enquiries can create Swan leads, Rook documents and payments remain connected to the client record, and shared project or support activity gives every teammate a richer view of the relationship.
Use AI-assisted client summaries to prepare for a conversation and create or refine outreach templates with the client context already stored in Swan.
fylt Swan is wired to:
