Southwest CRM Partners packs the tools small businesses genuinely need into a platform that any team member can master in an afternoon — no IT department or certification required.
Every feature below ships on every plan. We don't gate the basics behind expensive tiers.
One organized home for every customer, lead, and partner.
Visual deal tracking from first hello to closed-won.
Send, track, and template emails without leaving the CRM.
Trigger workflows automatically so nothing falls through the cracks.
Real-time dashboards that answer the questions you actually ask.
Connect the tools your team already relies on every day.
Full CRM power in your pocket, on iOS and Android.
Enterprise-grade protection built in from the ground up.
A CRM is only as good as its contact database, and ours is built to handle the messy reality of small business relationships. Store unlimited contacts across customers, prospects, vendors, partners, and referral sources — all in one unified record system with full history attached to every name.
Tag contacts with custom labels, assign them to team members, and group them into audience segments for targeted outreach. Our smart search finds any record in under a second using name, company, phone, email, or any custom field you define — no more scrolling through spreadsheet rows trying to find the right row.
Every contact record includes a full activity timeline: emails sent and received, calls logged, notes added, deals associated, tasks completed, and files attached. When a customer calls, your team sees the entire relationship history before the second ring.
Duplicate detection runs automatically in the background, flagging and merging near-matches so your database stays clean without manual audits. Import from CSV, Excel, Google Contacts, or any previous CRM with a guided mapping wizard that takes minutes, not days.
No caps on Growth and Scale plans. Store your entire network.
Build the data model that matches your business, not a template.
Every touchpoint logged in one scrollable history per contact.
Guided migration from spreadsheets or any existing CRM.
Move deals through your pipeline with a single mouse click.
Weighted pipeline values give you an honest look at what's closing.
Automated nudges so every deal gets attention on schedule.
Run separate pipelines for new sales, renewals, and upsells.
A cluttered inbox is not a sales pipeline. Our visual Kanban board shows every active deal in your funnel, organized by stage, with deal value, contact name, expected close date, and assigned rep visible at a glance. You know instantly where to focus without running a report or sitting through a team meeting.
Build the pipeline stages that reflect how your business actually sells. Add, rename, and reorder stages in seconds. For businesses with distinct sales motions — such as new business versus renewals, or products versus services — run multiple separate pipelines side by side under one account.
Revenue forecasting pulls from your open deals, applies close probability by stage, and projects monthly and quarterly revenue automatically. When a deal slips, the forecast updates in real time so you're never surprised at month-end with a number that doesn't match the pipeline you thought you had.
Stale deal alerts automatically surface deals that haven't been touched in a configurable number of days, ensuring no opportunity goes cold from neglect. Automated follow-up tasks fire at each stage transition so every deal gets consistent treatment regardless of which rep owns it.
Toggling between your email client and your CRM is a friction tax on your team's time. With Southwest CRM, you send and receive email directly inside the platform. Your Gmail or Outlook inbox syncs two ways — every email you send from your regular client shows up automatically on the contact record, and emails you receive thread into the same timeline.
Build a shared library of email templates for your most common messages: introduction emails, follow-up sequences, proposal cover notes, check-in messages, and re-engagement campaigns. Personalization tokens automatically fill in the recipient's name, company, deal value, and any custom field on their record, so templated emails read like they were written from scratch.
Open tracking and click tracking give your sales team real-time signals. Get a notification the moment a prospect opens your proposal email or clicks the pricing link — that's the perfect time to follow up. Tracking data rolls up into per-template performance reports so you know which messages actually work.
Log calls and notes in seconds using our one-click log forms. Each entry is timestamped and attributed to the right user, keeping your activity records complete without adding paperwork to every interaction your team has throughout the day.
Gmail and Outlook sync both directions automatically.
Shared template library with smart personalization tokens.
Know exactly when prospects engage with your emails.
One-click logging keeps records complete without the overhead.
Automate on deal stage changes, form fills, dates, and more.
Route new leads to the right rep based on territory or load.
Drop contacts into multi-step follow-up sequences automatically.
In-app and email reminders for tasks, follow-ups, and renewals.
Small teams can't afford to let manual follow-up tasks eat hours every week. Southwest CRM's visual workflow builder lets anyone on your team create automation rules without writing a single line of code. Choose a trigger, set conditions, and define actions — the platform handles the rest around the clock, every day.
Trigger workflows from dozens of events: a new form submission, a deal advancing to a new stage, a contact going quiet for a set number of days, a birthday or contract anniversary approaching, or a custom field being updated. Chain multiple actions together in a single workflow — send an email, create a task, update a field, notify a team member, and enroll the contact in a sequence, all from one trigger.
Lead assignment rules automatically route new contacts and inbound deals to the right team member based on criteria like territory, industry, company size, or simple round-robin rotation. New leads get immediate ownership instead of sitting in a shared queue while your team debates who picks them up.
Multi-step follow-up sequences put outreach on autopilot. Enroll a contact in a five-touch email sequence after their first meeting, then automatically disenroll them the moment they reply. Every action is logged to the contact timeline so your team always knows exactly what the system has sent on their behalf.
Most small business owners don't need a business intelligence platform — they need fast, clear answers to a handful of critical questions: How much is in the pipeline right now? Which rep is closing the most? Where are deals getting stuck? Southwest CRM's reporting is built around those questions, not around showcasing chart types.
Your dashboard opens to a real-time overview of pipeline value by stage, deals closed this month versus last month, average deal size, win rate by rep, and email activity. Every metric updates live as your team works during the day, so the number you see at 3 p.m. is the number you need to make a decision, not the number from last night's data sync.
Build custom reports in minutes using our drag-and-drop report builder. Filter by date range, team member, deal stage, contact tag, source, or any custom field in your database. Schedule any report to land in your inbox on a recurring cadence — weekly pipeline summaries for leadership, monthly revenue reports for accounting, or daily activity scorecards for your sales team.
Goal tracking lets you set monthly or quarterly targets by rep or by team and watch progress in a visual gauge throughout the period. When a goal is at risk, the system alerts the team manager so intervention happens weeks before month-end, not the night before the deadline.
Real-time metrics that update as your team works throughout the day.
Drag-and-drop reports filtered exactly the way you need.
Reports emailed to stakeholders on a recurring schedule.
Visual progress gauges for individual and team revenue targets.
The best CRM is one that fits into your existing workflow, not one that forces you to abandon the tools your team already knows. Southwest CRM connects with 50+ popular business applications out of the box.
Connect QuickBooks Online and Xero to sync customer records, create invoices from closed deals, and see payment history directly on contact records. Eliminate the double-entry that wastes your team's time and creates costly data discrepancies between systems that should always agree.
Two-way sync with Gmail, Google Calendar, Outlook, and Microsoft Teams keeps your CRM and your inbox in lockstep. Meeting invites created in the CRM appear in your calendar immediately. Emails sent from Gmail land on the contact record without any extra steps from your team.
Slack and Microsoft Teams integrations push deal notifications, task assignments, and pipeline alerts directly to the channels your team already watches. Get notified the moment a big deal closes or a high-value prospect fills out your contact form, without checking the CRM every hour.
Sync order history from Shopify, WooCommerce, and Square directly to customer records. See every purchase, return, and subscription renewal on the contact timeline. Use purchase history to trigger personalized follow-up campaigns that land at exactly the right moment in the customer lifecycle.
Capture leads automatically from Typeform, Gravity Forms, HubSpot Forms, and website contact forms. New submissions create CRM contacts instantly and enroll them in the right pipeline or automation sequence, so leads get a response in minutes rather than the hours it takes when someone has to check a form submissions inbox.
Our REST API and native Zapier integration unlock connections to virtually any tool on the market. Scale plan customers get full API access with comprehensive documentation and dedicated developer support. Build the custom integration your unique business process requires without being limited by our pre-built connector library.
Native apps built for speed, not just shrunken desktop screens.
Access contacts and notes even without a data connection.
Snap a card and create a contact record in under ten seconds.
Task reminders and deal alerts delivered to your lock screen.
Small business owners and sales reps don't spend their whole day at a desk. You're at job sites, in client meetings, at trade shows, and on the road. The Southwest CRM mobile apps for iOS and Android give you full access to your contacts, pipeline, tasks, and communication history from anywhere — not a watered-down read-only view, but the real thing.
Log calls and add notes the moment you hang up while the conversation is still fresh. Move a deal to the next stage from the parking lot before you even start the car. Pull up a contact's full history sixty seconds before walking into a meeting. The mobile app is designed around real field use cases, not as an afterthought bolted onto a desktop product.
Offline mode lets you access your most recently viewed contacts and notes even when you're on a plane or in a basement with no signal. Changes sync automatically as soon as your connection is restored. Business card scanning turns a camera snapshot into a fully populated contact record in under ten seconds, eliminating the pile of cards you mean to enter later but never do.
Push notifications surface the reminders and alerts that matter most: a task due in an hour, a deal that needs attention, a prospect who just replied to your email. Notification preferences are fully configurable so your phone stays useful without becoming a source of noise.
We know you're trusting us with your most valuable business asset. We take that responsibility seriously and have built security into every layer of the platform from day one.
All data is encrypted in transit using TLS 1.3 and encrypted at rest using AES-256. Your customer records, email content, and file attachments are protected whether they're sitting on our servers or moving across the network. We apply the same standard whether you're on our Starter plan or our Scale plan.
Control exactly what each team member can see and do. Assign roles across Admin, Manager, Sales Rep, and View-Only levels, then fine-tune individual permissions per pipeline, contact group, or report. Sales reps see their own deals; managers see their team's; ownership stays exactly where you put it.
Every action inside the CRM is logged with a timestamp and user attribution. Who deleted that contact? When was this deal's close date changed? Who exported the customer list last Tuesday? Audit logs give administrators complete visibility into platform activity and are available on all plans with 90-day retention.
Enforce two-factor authentication (2FA) across your entire account with one setting flip. We support authenticator apps, SMS codes, and hardware security keys. Account admins can require 2FA for all users, and we'll prompt any user who hasn't enrolled to set it up on their next login.
Your data is automatically backed up to geographically redundant storage every 24 hours, with point-in-time recovery available for the past 30 days on all plans. If you ever need to restore from a backup — accidental bulk delete, data corruption, or any other disaster — our support team can execute a recovery in under two hours.
Your data is yours. Export your full contact database, deal history, and activity logs in CSV or JSON format at any time with no friction. We never hold your data hostage, never sell it to third parties, and make it easy to leave if you ever decide to. That's what building for trust actually looks like.
We don't make you figure it out alone. Every new customer gets hands-on onboarding from our team.
Sign up in two minutes, no credit card required. Choose the plan that fits your team size and immediately access the full feature set for 14 days.
A Southwest CRM specialist walks through your business with you, configures your pipeline stages, and helps you set up the automations that will save your team the most time right away.
We handle the migration from your spreadsheets, old CRM, or wherever your contacts currently live. Our guided import tool maps your data to the right fields with no technical knowledge required.
We train your whole team in a live session or via on-demand video walkthroughs. Most teams are fully operational and using the CRM in their daily workflow by the end of the first week.