Q: Company management; PDF functionality

Hi team, congrats on the product growth of your product so far. I'm excited to make SwipeOne central to my business operations. There are two important features missing that is keeping me from going all-in.

1. Is there an ETA on when company management functionality will be available? As a B2B business, the lack of account-level visibility and easily sorting by company names is a severe limitation.

2. Is the ability to upload documents (PDF. .doc, etc.) to a contact record in the pipeline? The ability to add key documents like invoices, resumes, contracts to a contact or company record is another key feature needed for my business.

zach013PLUSJun 13, 2025
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