Your whole sales floor, in sync.
S.W.A.R.M. fuses your phone, pipeline, live AI coaching, and rate books into a single workspace — so every call gets answered, coached, and closed without a rep ever leaving the screen.
No hardware. No tab-switching. Live in days.
Marcus Bell
+1 (305) 555-0148
Next best action
Offer Named Components — high VIN match, towing add-on likely.
Sentiment
Warming up · buying signals detected
Compliance
Consent captured · recording disclosed
Tools shouldn't be the hardest part of the call.
Your best rep is amazing. Your tenth rep is on call #40 — a dialer in one tab, a CRM in another, a rate sheet in a third, and a compliance worry in the back of their mind.
Every disconnected tool is a tax on the conversation that actually closes the deal.
Four tabs per call
A dialer, a CRM, a rate sheet, and a notes app — juggled live on every single call.
Cold opens
“Who's calling?” No screen-pop, no context — reps open blind and lose the first ten seconds.
Coaching too late
Feedback lands after the deal is already lost. The teachable moment is long gone.
Compliance anxiety
Recorded, all-party-consent calls — and a nagging worry sitting in the back of every rep's mind.
Many agents. One coordinated S.W.A.R.M.
Human reps and AI agents working the call as one — answer, coach, and close without a tab-switch.
A call comes in.
S.W.A.R.M. matches the caller, pops the deal, and starts transcribing live — the rep lands straight on the right record.
AI rides along.
Next-best-action, sentiment, and compliance flags appear as the conversation unfolds — and your best rebuttals are one search away.
Quote, close, comply.
Pull live rates, generate the contract, and rest easy — consent and recording rules are handled automatically.
Built for the moment the words are spoken.
Real-time where it changes the outcome — not a report you read tomorrow.
Every call, coached — while it's happening.
Live transcription + AI assist turn week-two reps into closers.
One screen. The whole deal.
Phone, pipeline, notes, and rates — no tab-switching, ever.
Rates that are always current.
TPAs upload rate books straight into S.W.A.R.M.; reps quote tiers in seconds.
Managers, finally in the room.
Monitor, whisper, and barge across the entire floor in real time.
Compliant by default.
Consent, disclosure, encryption, and audit — built in, not bolted on.
Replace the whole stack. Keep one screen.
Dialer, CRM, rating tool, and recorder — folded into a single coordinated workspace.
The phone, reborn
Contact center in the browser
- Browser softphone — one click, no hardware
- Smart inbound routing + screen-pop
- Outbound & click-to-dial from any lead
- Unified inbox: voice, SMS, email
AI on every call
Live, not later
- Real-time transcription as it happens
- Live agent-assist + sentiment + flags
- Instant post-call summaries & review
- Semantic knowledge-base answers mid-call
The deal workspace
CRM that works the way reps do
- AI-prioritized lead queue with “why”
- Master-detail deal cockpit + pipeline
- Checklists, dispositions, timelines
- Follow-ups, tasks & a task inbox
Quote & rate
Live pricing in the call
- Built-in rating engine & eligibility
- Multi-tier quotes generated instantly
- VIN decode auto-fills the vehicle
- TPA rate-book portal via magic link
Contracts & commissions
Close the loop
- Generate contracts to PDF from the deal
- Commission tracking & payouts per agent
Coach & compete
Managers' command center
- Live-calls board across the floor
- Monitor, whisper & barge in real time
- Leaderboards, goals & scorecards
- The Arcade — built-in gamification
Built to scale as a S.W.A.R.M.
Multi-tenant platform
- Multi-brand / multi-org isolation
- Role-based access at every level
- Self-service org & TPA onboarding
- One-click provisioning of orgs & numbers
Compliant & secure
By construction
- All-party consent gating + disclosure
- Encryption at rest for secrets
- Full audit log of platform actions
- Usage metering & transparent billing
The whole floor, live.
See every active call across the S.W.A.R.M. in real time — then monitor, whisper, or barge in with one click.
A. Rivera
Closing
M. Chen
Quoting
J. Okafor
Discovery
T. Nguyen
Rebuttal
S. Patel
Consent
D. Brooks
Closing
The difference is when the AI shows up.
Most tools analyze the call after it ends. S.W.A.R.M. works the call while it's live — that's where deals are won or lost.
AI-native, not AI-added
The assist is live, on the call, where it changes the outcome — not a summary you read after the loss.
All-in-one
Replace the dialer + CRM + rating tool + recorder stack with one workspace your reps never leave.
Compliance-first
Designed from the ground up for recorded, all-party-consent sales — consent and disclosure are built in.
Multi-tenant core
Run many brands and TPAs on one platform with strict isolation — built to scale as a S.W.A.R.M. of agents.
More calls connected
smart routing + screen-pop
Faster rep ramp
week-two reps sound like year-two
Higher close rate
live AI assist on every call
Recorded with consent
all-party gating built in
Simple, per-contract pricing that scales with your sales.
Pay per contract — then add features and functions as you use them. Usage-metered, no surprise bills, and onboarding is one-click.
- Per-contract pricing that scales with your sales
- Additional features & functions billed per usage
- Usage-metered — no surprise bills
- Every pillar included, multi-tenant ready
- Transparent, per-contract / per-use — billing you can actually read.
Answers, before you ask.
The questions floor managers and platform operators ask us most.
No — S.W.A.R.M. runs entirely in the browser. Take and place calls with one click, no desk phone required.
Yes — via a secure invite link. TPAs self-upload their rate book straight into S.W.A.R.M. using an Excel template that's mapped and imported. No more emailed spreadsheets.
Consent gating and recording disclosure are built in, including all-party-consent states. Recording only starts once consent is captured, and everything is logged in a full audit trail.
Yes — S.W.A.R.M. is multi-tenant from the core, with strict tenant isolation across many brands, orgs, and TPAs on one platform.
Days, not months. Provisioning new orgs and phone numbers is one-click, so you can be live on the floor in days.
Ready to put your floor in sync?
See S.W.A.R.M. run a live call, end to end — answered, coached, quoted, and closed on one screen.
No hardware. No tab-switching. Live in days.