Open Swarm / Feature film

Sales & capture — Keep the relationship. Move the opportunity.

1:11 · English captions

In this film

The story

For business installations, Open Swarm offers optional commercial applications for sales and federal capture. They connect structured records with assistance grounded in the work. Manage leads, contacts, accounts, and opportunities. Activities, targets, dashboards, and imports help turn scattered follow-up into a visible pipeline.

About the demonstrationThese are optional commercial applications with their own roles and access. Native SAM intake is not available in the reviewed package. Tenant records are not shown in the public films.
Read the full transcript

0:00For business installations, Open Swarm offers optional commercial applications for sales and federal capture. They connect structured records with assistance grounded in the work.

0:12Manage leads, contacts, accounts, and opportunities. Activities, targets, dashboards, and imports help turn scattered follow-up into a visible pipeline.

0:23Sales roles and delegation define who can do what. Connected mailbox summaries add relevant communication to the record, using the configured connection and access.

0:34Prospect intake supports a reviewed next step. Approved campaigns keep outreach tied to a deliberate business decision, rather than an unreviewed send.

0:45Federal tools support qualification and a capture pipeline, plus proposal and contract delivery records. Native federal opportunity intake is not implied by those workflow tools.

0:57These commercial packages are separate from the home installation. Choose the applications and access your organization needs. Open Swarm.