The Problem
We are tired of sifting through endless email threads and struggling to keep client communication aligned with specific projects. We wish for a more direct and efficient way for clients to connect with our team working on their projects, without the delays and confusion of traditional methods.
The Solution
Swatle is a project management platform designed to help you effortlessly manage your client projects.Create portfolio onboard new clients and team members, execute projects with clarity, provide seamless real-time communication between your client and your team and empower clients with complete visibility into their project's progress through interactive Kanban Board, Gantt charts, timelines and comprehensive reports.
Key Benefits of Using Swatle
Stay Organized
Create dedicated portfolios for each client, providing a clear and organized space for all related information and projects.
Seamless Onboarding
Effortlessly onboard new clients and internal team members to the portfolio.
Clear Project Management
​Manage individual projects within their respective client portfolios, ensuring context and easy tracking of progress.
Direct Real-Time Communication
Enable clients to directly message the team members working on their specific projects.
Enhanced Client Transparency
​Provide clients with real-time visibility into project progress through interactive Gantt charts, clear timelines, and insightful reports.
Improved Collaboration
Enhance communication and collaboration between your team and clients within a centralized platform.
Reduced Client Queries
Proactive transparency empowers clients with the information they need, reducing the number of status update requests.
Swatle AI Insights
Empower your clients with instant answers. They can directly ask Swatle AI about the project progress and receive immediate updates, freeing up your team time for focused work.
Enhanced Efficiency
Streamline your workflows, reduce administrative overhead, improve communication speed, and build stronger client trust.
How Swatle Works
1
Create Client Portfolios
Easily set up dedicated portfolios for each of your clients. This becomes the central hub for all their projects, communication channels, progress visualizations and relevant files.
2
Effortless Onboarding
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Client Onboarding: Invite clients to their dedicated portfolio, granting them controlled access to project information, direct messaging with assigned team members, and real-time views of Gantt charts, timelines, and progress reports.
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Team Onboarding: Quickly onboard internal team members to specific client portfolios and projects with defined roles and permissions, granting them access to project management tools and communication channels.
3
Manage Projects Within Portfolios
Create and manage individual projects directly within each client's portfolio. Track tasks, deadlines, and progress, which automatically updates the Gantt chart, timeline, and generates insightful reports visible to both your team and the client.
4
Real-Time Client Visibility
Clients can log in to their dedicated portfolio at any time and view the project progress.
5
Real-Time Messaging
Facilitate instant communication. Clients can directly message the specific team members who are actively working on their projects within Swatlefor quick questions and feedback.
Swatle in Action
Mark runs a growing web development agency managing several complex client projects. For his client, "Innovate Solutions," a new e-commerce platform build is underway. Previously, Mark's updates were often confusing, relying on technical jargon in email summaries. The client, Sarah from Innovate Solutions, often felt lost and unsure about the project's actual status.
See how Mark streamlines client management:
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Mark creates a dedicated "Innovate Solutions" portfolio. Sarah receives access and can now log in to see the project unfold in multiple ways. She prefers the Kanban board to visualize the flow of development stages (To Do, In Progress, Done). She can also switch to the list view for a detailed breakdown of individual tasks and deadlines. For a high-level understanding of the schedule, she clicks on the interactive Gantt chart, seeing milestones clearly laid out. If she needs a quick overview of completed tasks and potential delays, she can access the automatically generated progress reports with Swatle AI.
Furthermore, if Sarah has a quick question like, "What's the current status of the payment gateway integration?" she can directly message the lead developer on that specific task via Swatle real-time messaging. For general progress inquiries, she can simply ask Swatle AI, "How far along is the homepage design?" and receive an instant, AI-powered update. This multi-faceted transparency has empowered Sarah, reduced her anxiety about the project's progress, and fostered a stronger, more trusting partnership with Mark's agency.