Swym for Sales

Know your customer. Personalize every interaction. Sell 1:1 confidently.

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User interface mockups showing Wishlist Plus features with lists of jewelry items, prices, and add to cart options.

Wishlist Plus captures shopper intent and personalizes the customer experience based on that behavioral data. 

The Swym for Sales (SFS) add-on empowers your sales team to leverage this intelligence for high-touch sales engagement with your most valuable customers, both online and in-store.

Bridge Online & In-Store with
Swym for Sales - POS

01. Understand 

Instantly access customers’ online wishlists & other activities in-store

Start conversations knowing what customers want

02. Assist 

Help customers find items they liked online in your brick & mortar store

Give perfect recommendations everytime

03. Engage 

Save in-store customer activity directly to their online accounts

Let customers rediscover in-store favorites online

The Right Plan
to Empower Your In-Store Team

Swym for sales
POS Lite

Included with your Wishlist Plus subscription

View and edit customer’s online wishlists

Create new wishlists in-store to record store favourites

Email envelope icon with a card inside showing a user profile symbol.

Capture identity of new customers not ready to buy yet by creating wishlists

Share these lists to customers after the visit right from POS

Swym for sales
POS Advanced

Paid Add-ons

Generate draft orders/invoices from customer lists for quick checkout

Keep a private record of items tried during store visits, just for you.

View customers' recently browsed products from their online store visits

Access customer’s active online carts

Add or update customer details 

Get detailed performance analytics  by Store and by Store Associate

Paid Add-on

Engage Smarter with
Swym for Sales - Online

01. Identify 

Instantly identify key customers with high purchase intent to engage

Prioritize the right customers based on intent

02. Understand 

View customer’s complete wishlist and browsing history in one view

Deep understanding of the customer’s interests

03. Engage 

Generate invoices, send wishlist nudges, share instant personalized picks.

Higher engagement = more conversions

Flexible Plans
for Personalized Online Sales

Swym for sales
Online Lite

Included with your Wishlist Plus subscription

View and edit customer’s wishlists

Create new personalised lists for customers 

Share lists w/ customers via Email and SMS

Create and share invoices on wishlists with custom discounts

Swym for sales
Online Advanced

Paid Add-ons

Generate draft orders/invoices from customer lists for quick checkout

Create curated recommendations for customers from pre-configured templates.

View customers’ online carts, recently viewed products and all intent in one place

Ability to add Labels to organize lists

Add Notes and Comments to customer lists

Icon of two hands shaking with speech bubbles above, one containing a dot and the other a star, symbolizing communication and agreement.

Collaborate on wishlists with wishlist messaging

Add or update customer details 

Support for requesting and responding to Quotes with custom pricing

Get detailed performance analytics

Paid Add-on

Your Clienteling Powerhouse.

Elevate the shopping journey for your most valuable customers with true 1:1 clienteling, whether they shop online or in-store.

Personalised Lists

Whats Broken

Customers get overwhelmed by too many irrelevant options and struggle to find what's right for them.

HOW TO FIX

Curate tailored product collections for every customer - personalised recommendations, simplified.

Available on:

Online
POS
Two personalized lists showing top product picks: Thomas’s living room furniture including a wooden chair, armchair, and pendant lamps; Jane’s Paris trip items including a pink flower embossed handbag, pink striped olive green handbag, and green vintage striped suitcase.
Shopping list titled Bloom Collection with gold plated diamond studded rings, pearl studded gold plated bracelet, and emerald tear drop gold plated earrings, with a share collection button clicked and three avatars connected by dashed lines.

Template Lists

Whats Broken

Staff waste time repeatedly sharing similar product links that are time-consuming to put together.

HOW TO FIX

Create reusable list templates to easily share with multiple customers

Available on:

Online

Smart Invoicing                 

Whats Broken

Staff can't offer personalized discounts or streamlined checkout when customers are ready to buy their wishlists

HOW TO FIX

Easily convert lists into invoices with custom discounts for a smooth, one-click checkout experience.

Available on:

Online
POS
Invoice form wishlist showing items: Greek style sleek modern dresser for USD 298, Boston solid wood rattan cane chair for USD 120, rustic brown leather 3 seater cushioned sofa for USD 320, with total, discount, and grand total; promotion offering 20% discount on wishlist with Buy Now button.
Three medium black circular pendant lights with warm bulbs labeled for bedroom lighting with a price tag of USD 210.00 and an Add to Cart button.

Advanced Wishlist Organisation

Whats Broken

Long wishlists become messy and make product discovery difficult for customers

HOW TO FIX

Customers and sales associates can tag and label products for effortless wishlist organisation

Available on:

Online
POS

Quick Notes

Whats Broken

Important customer preferences and special requests get lost between visits and interactions

HOW TO FIX

Add notes to products and lists to capture context and custom preferences for future reference

Available on:

Online
Jacob's Wishlist showing three gold and diamond jewelry items with prices and Esther's Notes about anniversary gift preferences.
Chat conversation where Kelsie John asks for seating advice matching her room's aesthetic, and Esther Howards suggests wooden, classic-modern seating options; alongside Kelsie’s wishlist showing a Greek style sleek modern cabinet, a Zenith table with chestnut finish, and an Ethan side table with 2 drawers.

List Collaboration

Whats Broken

Customers need help selecting items but communication happens across scattered, disconnected channels

HOW TO FIX

Send messages on wishlists for seamless wishlist collaboration - assist customers to craft their ideal wishlist 

Available on:

Online

Quote Generation

Whats Broken

Creating quotes becomes complicated when customer context lives separate from your quote software

HOW TO FIX

Generate professional quotes with custom pricing directly from customer lists on request

Available on:

Online
Quotation showing discounted prices for Brooklyn Bookcase, Tulip Armchair, and Zenith Table with total $718, and buttons to reject or accept the quote.
Dashboard showing $32K revenue from sales, top stores High Street with 82K and Hamilton with 78K, and top staffs Marc Andressan with 12K and Esther Howards with 10K.

Performance Analytics

Whats Broken

Managers can't identify which team members drive results and where others need support

HOW TO FIX

Monitor staff performance and identify opportunities for improvement with comprehensive reporting

Available on:

Online
POS

Ready to See It in Action?

Let our team walk you through a live demo and build a business case tailored to your brand. See how Swym for Sales can empower your team and grow your revenue.

This is a purely exploratory, no-obligation call to see how we can help you grow.

Let's build something great together,

and it all starts right here!

Your customers deserve the best shopping experience—and we’re here to help you deliver it. Tell us a bit about your store, and we’ll be in touch to get you started!

45K+ brands trust Swym

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