Swishr Desk./Features
The whole client-work stack. In one place.
AI document generation, CRM, client portal, e-signature, recurring invoices and Stripe payments — replacing 6 tools and an hour of admin per client.
Why Swishr
There's a faster way
to run your business.
The old way
- Word docs that look unprofessional
- Excel invoices with no branding
- PDFs emailed back and forth
- WhatsApp for contract signing
- Chasing clients for payment manually
- No idea if client even opened it
What it costs you
- →Clients don't take you seriously
- →Deals lost to competitors who look better
- →Hours wasted on admin every week
- →Late payments because no system
- →Looking small when you're not
The Swishr way
- AI writes documents in 60 seconds
- Your logo and brand on everything
- Client signs from their phone
- Automatic payment reminders
- Know when client opens document
- All in one place
Features
Everything you need.
Nothing you don't.
AI writes your documents
Describe what you need in plain English. Get a branded document in seconds.
Brand Identity Proposal
Prepared for Digital Wave · $4,800
Strategy workshop, visual identity (3 directions), brand guidelines, deliverables in 4 weeks…
Your brand. Everywhere.
One setup. Applied to every document forever.
SWISHR.
Inter · Outfit · #FF4A1C
Client signs from their phone
No printing. No scanning. Legally binding.
Know when they opened it
Real-time read receipts on every document.
Get paid faster
Automatic reminders. Stripe-ready.
Everything in one timeline
Every document, every conversation, every signature — one place.
Q-104 sent to Sara
2h ago
Opened on iPhone
1h 47m ago
Signed at 14:08
1h 12m ago
INV-021 paid via Stripe
8 min ago
Beyond documents
A real operating system
for your service business.
Swishr Desk isn't just AI documents. It's where you track clients, get paid on retainer, run a referral engine, and steal hours back from admin every week.
CRM
Visual sales pipeline
Six-stage Kanban for every client. Drag a deal from Discovery to Won. Auto-advances when you send a proposal or get paid.
- Lead → Discovery → Won
- Auto-stage on send / paid
- Follow-up tasks per client
Client Portal
One link, your client sees everything
Share a branded portal so clients view their docs, sign quotes, and pay invoices — without a login, on any device.
- No client login required
- Brand colours + logo applied
- Pay Now button on every unpaid invoice
Recurring & Deposits
Recurring invoices + 50% deposits
Bill retainer clients on autopilot. Take a deposit upfront on big projects. Stripe handles the payments, Swishr handles the rest.
- Weekly · Monthly · Quarterly · Yearly
- Deposit slider 0–100%
- Auto-emailed every cycle
Free Tools
5 instant tools to win clients
Free invoice generator, freelance rate calculator, proposal templates, VAT calc, project quoter. Use them without signing up.
- Free Invoice Generator (PDF)
- Freelance Rate Calculator
- 8 proposal templates
Referrals
Earn a free month for every friend
Share your unique link. They get 20% off their first paid month — you get a free month when they upgrade. Compounds.
- Both sides get rewarded
- Tracked automatically
- Stack rewards forever
400+ Templates
Industry-specific document templates
50 industries × 8 document types = 400 ready-to-customise templates. Photographer invoices, consultant SOWs, retainer agreements — all written by AI for your niche.
- 50 industries covered
- 8 document types each
- AI-generated, on-brand
All-in-one
You'd be paying for 4 tools elsewhere.
Documents · CRM · Recurring billing · E-signatures · Client portals. One subscription, $9/month.
How it works
From zero to paid
in 3 steps.
Set up your brand
Upload your logo, pick your brand color. Every document you ever send will look like it came from a design studio.
Brand Settings
Describe what you need
Type what you need in plain English. Swishr AI generates a polished, on-brand document instantly.
Describe
Send, sign, get paid
Send by email. Client signs from their phone. You get notified the moment it's signed.
Signed 1m ago · Paid via Stripe
FAQ
Features, deeper
What documents can Swishr Desk generate?
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Swishr Desk generates branded proposals, invoices, quotations, statements of work, retainer agreements, service contracts and payment receipts. The AI fills in scope, pricing tables, terms and contract clauses based on a single-sentence brief.
How does the AI document generator work?
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Describe your project in one sentence — for example: '3-week brand refresh for a Dubai-based startup, $4,000.' Swishr Desk's AI returns a complete, on-brand document in about 47 seconds. You can edit anything inline before sending.
Does Swishr Desk include a CRM?
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Yes. Every paid plan includes a Kanban CRM with five stages — Lead → Discovery → Proposal → Won → Lost — synced to your documents. Sending a proposal automatically moves the deal to Proposal stage; collecting a signature moves it to Won.
Can clients sign documents from their phone?
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Yes. Every document includes a one-link e-signature flow with an SMS or email handoff. Clients sign on any device, no account required. You get an audit trail with IP, browser fingerprint and signed PDF.
Can I collect payment through Swishr Desk?
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Yes — Stripe integration is included. Every invoice carries a 'Pay now' link that handles one-time payments, deposits, and recurring subscriptions. You get paid into your own Stripe account; we never touch the money.
Do I get a client portal?
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Every organisation gets a branded portal at swishrdesk.com/portal/{your-slug}. Clients log in (no password — magic link) to see every document, payment, and signed contract in one place.
Can I use my own brand?
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Yes. Upload your logo, set your colours, font and footer note. Every document, email and the client portal automatically inherit your brand. Pro plans can also use a custom domain (portal.yourdomain.com).