Swimfish CRM

Swimfish CRM is a Financial Services CRM software solution. Swimfish CRM solutions provides the account, deal, and contact management tools your business needs to achieve its growth targets and investment goals. Swimfish CRM’s collaboration solution allow you to securely upload and share your information with other employees, clients, and business partners. Combining these two solutions will give your business a comprehensive, integrated system accessible at anytime, from anywhere.

Swimfish CRM Pricing

Hosted Email Plans

  • Basic Package: $10.00
  • Enhanced Package: $16.00
  • Premium Package: $28.00

Relationships CRM

  • Relationships CRM: $126,400 for 50 users, training, and implementation

Customer Focus

Swimfish CRM solutions are ideal for financial services firms, specifically in areas including: Private Equity, Investment Banks, Investment Management, Venture Capitalists, and Hedge Funds.

Swimfish CRM Key Features

Hosted Exchange Email

  • Teamwork and Collaboration
  • Unlimited Mobile Access
  • Technical Support and Monitoring
  • Mail Server Security
  • Additional Features

Relationships CRM

  • Contact Intelligence
  • Mobility
  • Marketing Automation
  • Integration
  • Opportunity Forecasting
  • Content


  • Connect: Provides a single workspace/creative forums for teams to coordinate schedules, organize documents, and participate in discussions.
  • Collect: Easily author and manage documents.
  • Collaborate: Communication features that help teams stay on task.
  • Anywhere, Anytime: web-based software that is easily accessible.

Applications Hosting

  • Web Hosting
  • Database Management
  • Email/Instant Messaging
  • Industry-specific Applications

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