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Southwest CRM Partners is a software development company based in Las Vegas, Nevada that builds CRM (Customer Relationship Management) software specifically designed for small businesses. Our platform helps teams manage contacts, track sales pipelines, automate follow-ups, and grow revenue — without the complexity or cost of enterprise CRM tools.
We were founded in 2024 by a team of developers who spent years building enterprise CRM systems and decided to apply that experience to building something that actually works for small business teams.
Southwest CRM Partners is built for small businesses with 1 to 50 employees across any industry. Our customers include service businesses, retail shops, agencies, contractors, consultants, real estate professionals, and anyone else who needs to manage customer relationships and sales pipelines without a dedicated IT team or CRM administrator.
If you’ve tried Salesforce or HubSpot and found them too complex or too expensive, or if you’ve been managing customers from a spreadsheet and need something better, Southwest CRM is built for you.
Salesforce and HubSpot are built primarily for mid-market and enterprise companies, and their complexity and pricing reflect that. The learning curve on both platforms is steep enough that most companies hire dedicated admins or consultants just to manage them.
Southwest CRM was designed from the ground up for small businesses: simpler to set up (most teams are running in under a day), more affordable pricing with no feature gating behind expensive tiers, and support from a team that actually understands the challenges small business owners face. You get enterprise-quality capabilities without needing a consultant or IT department to manage them.
Yes. Every plan includes a 14-day free trial with full access to all features on that plan. No credit card is required to start. You can invite your whole team, import your contacts, and run the platform exactly as you would in production during the trial period.
If you need more time to evaluate the platform, just reach out and we can extend your trial. We would rather you make the right decision than rush through the evaluation.
Visit our contact page and fill out the short form, or send us an email directly at hello@swcrmpartners.com. Our team will get your account set up within one business day and schedule a short onboarding call if you’d like one.
We don’t have a fully self-serve sign-up flow yet — we prefer to get every new customer started the right way with a quick onboarding conversation rather than dropping you into a platform cold.
Yes. We support data migration from CSV files, Excel spreadsheets, Google Contacts, Salesforce, HubSpot, Zoho, Pipedrive, and most other CRM platforms. Our guided import wizard maps your existing fields to SWCRM fields and flags any data issues before the import runs, so you don’t end up with corrupted or missing records.
For larger migrations or more complex setups, our onboarding team will handle the migration for you at no additional charge. We have done migrations from all major CRM platforms and can typically complete a full import within one business day.
Most small teams are fully up and running within a single afternoon. The platform is designed so that any team member can learn the core workflows without formal training or a user manual.
We also provide a guided onboarding checklist, video walkthroughs for every major feature, and direct access to our customer success team for questions that come up during setup. New customers get a dedicated onboarding call with a member of our team who will walk through your specific workflow and help you configure the platform for how your business operates.
We offer three plans:
All plans include the full mobile app, data security, daily backups, and access to our support team. We do not gate core CRM functionality behind higher tiers.
Yes. Paying annually saves you two months compared to paying month-to-month, which works out to roughly a 17% discount. Annual billing is available on all three plans.
You can switch between monthly and annual billing at any time from your account settings. If you switch from monthly to annual, the change takes effect at your next renewal date.
Yes, you can cancel your subscription at any time with no cancellation fees and no required notice period. Monthly subscriptions cancel at the end of your current billing month. Annual subscriptions cancel at the end of your annual term.
When you cancel, you keep access to your account until the end of the paid period. We do not offer prorated refunds for unused time, but we never lock you in or make cancellation difficult.
No. The price you see on our pricing page is what you pay. There are no setup fees, no onboarding fees, no per-contact fees, and no charges for standard integrations. The only additional cost would be if you needed custom development work beyond the standard platform, which we would quote separately and only with your explicit agreement.
Transparency is one of our core values. If pricing ever changes, existing customers are notified at least 60 days in advance.
Southwest CRM has native integrations with:
We ship new native integrations regularly based on customer requests. If there’s a specific tool you rely on, reach out and we’ll let you know where it sits on our roadmap.
Yes. Southwest CRM has native apps for iOS (iPhone and iPad) and Android that give you full access to your contacts, pipeline, tasks, and communication history from any device. The mobile apps sync in real time with the web platform, so your team always has current information regardless of which device they are using.
The mobile app supports offline access for contact records and notes, which sync automatically when you reconnect. This is especially useful for field sales teams and customer visits.
We take data security seriously and have built protection in at every layer:
Your data is yours. We never sell it, and you can export a full copy at any time from your account settings.
Yes. API access is available on the Growth and Scale plans. Our REST API lets you read and write contact records, companies, deals, tasks, activity history, and custom fields programmatically. Authentication uses standard API keys with optional OAuth 2.0 for third-party integrations.
Full API documentation, authentication guides, code examples in multiple languages, and a sandbox environment are available in our developer docs. If you’re building a custom integration and need help, our team is happy to assist.