Client management and pipeline for small agencies

Swishr Desk keeps a shared client list, a simple pipeline and every document, signature and invoice tied to the client record. The Business plan ($39/month) adds the CRM pipeline, a client portal and 5 team seats so a small agency works from one place instead of spreadsheets and separate tools.

What you get

• Shared client list with contact history
• Simple sales pipeline from lead to won
• Every document, signature and invoice on the client record
• Client portal for documents and payments
• Team seats on Business (5) and Pro (unlimited)

Plans

Free: $0 · Starter: $15/month ($9/month billed annually) · Business: $39/month ($23/month billed annually) · Pro: $79/month ($47/month billed annually)

Frequently asked questions

Does Swishr Desk include a CRM?

Yes. The Business plan adds a CRM pipeline, a client portal and 5 team seats; Pro adds unlimited seats and API access.

How much does Swishr Desk cost?

The Free plan costs $0 and includes 3 documents a month, 3 clients, AI generation and e-signatures. Starter is $15/month ($9/month billed annually). Business is $39/month ($23/month annually). Pro is $79/month ($47/month annually).

Is there a free plan?

Yes. The Free plan is free forever and needs no credit card. It covers 3 documents per month, 3 clients, 5 AI generations, 3 e-signatures and 1 brand profile.

Written and maintained by Swishr Desk team. Last updated 2026-10-20.