Southwest CRM Partners builds focused, powerful CRM software that helps small businesses manage contacts, close deals, and keep customers coming back — without the bloat of enterprise tools you'll never use.
No fifty-tab dashboards. No six-month onboarding. Just the tools small businesses actually need to manage relationships and grow revenue.
Organize every customer, lead, and vendor in one place. Tag, filter, and search across your entire network in seconds.
Visual deal tracking from first contact to closed-won. Drag-and-drop stages, automated follow-ups, and revenue forecasting.
Send, track, and template emails directly from your CRM. See every touchpoint in a unified timeline for each contact.
Set up workflows that trigger automatically: follow-up reminders, status updates, assignment rules, and more.
Real-time dashboards that show pipeline health, team performance, and revenue trends without manual number-crunching.
Connect with QuickBooks, Google Workspace, Outlook, Slack, and 50+ other tools your business already uses.
We learn your sales process, team structure, and goals. No two businesses are alike and your CRM shouldn't be generic either.
Our team sets up your pipeline stages, custom fields, automation rules, and integrations. You review and refine.
We migrate your existing data from spreadsheets, other CRMs, or wherever it lives. Your team gets hands-on training.
As your business evolves, we're here. Dedicated support, quarterly reviews, and continuous improvements to keep your CRM working for you.
We tried three different CRMs before Southwest. They're the first team that actually listened to how our plumbing business works instead of forcing us into their template.
Our sales cycle dropped from 23 days to 11 days after implementing their pipeline automation. The ROI was obvious within the first month.
I'm not technical at all and I can run reports, update deals, and manage my whole team from my phone. That's what good software looks like.
No surprise fees. No contracts. Cancel anytime.
Still managing customers in spreadsheets? Here's why that's costing you real money and what to do about it.
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Read Article →Yes. Every plan comes with a 14-day free trial, no credit card required. You get full access to all features in your chosen plan so you can see exactly how it works for your business before committing.
Absolutely. We handle the entire migration process for you, whether you're coming from Salesforce, HubSpot, Zoho, spreadsheets, or even paper records. Our team maps your existing data to your new CRM and verifies everything before you go live.
Enterprise CRMs are built for enterprise companies. They're complex, expensive, and packed with features most small businesses never touch. We build CRM software specifically for small businesses — simpler, more affordable, and designed around how smaller teams actually sell and serve customers.
Yes. On our Scale plan, we build custom integrations, workflows, and features tailored to your specific business processes. If our standard offering doesn't fit, we'll make it fit.