MondoSwift

Bring every customer, opportunity and commercial interaction into one connected flow.

MondoSwift is a unified business engagement platform for managing customers, cases, proposals, sales opportunities, campaigns, events, catalogues, quotations, orders, returns and contracts. It gives teams a shared view of the customer journey while reducing hand-offs, duplicate records and disconnected point solutions.

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Know every customer. Move opportunities faster. Deliver with control.

Product positioning

Run customer engagement, sales and service on one connected business platform.

Designed for growing businesses and established organisations alike, MondoSwift connects front-office engagement with the operational processes required to convert interest into revenue and maintain strong customer relationships.

Teams work from consistent records, shared workflows and a complete interaction history across sales, service, marketing and contract delivery.

Core capabilities

Everything from first contact to contract management.

Each capability keeps its specialist business process while sharing identity, workflow, documents, audit history and reporting-ready data.

Customer Management

Create a reliable, shared view of every customer, contact, organisation and relationship.

Maintain customer profiles, contact details, addresses, preferences and communication history.
Link people to organisations, accounts, cases, opportunities, orders and contracts.
Manage classifications, segments, ownership, consent and status.
Search and filter records using configurable attributes and relationship types.
Track interactions, notes, documents, activities and follow-up actions.

Business value: Give teams the context they need to engage consistently and reduce duplicate or fragmented customer information.

Case Management

Coordinate enquiries, issues, service requests and complex business matters through structured case workflows.

Create, classify, assign and prioritise cases from multiple channels.
Track status, ownership, due dates, escalations and service targets.
Link cases to customers, products, orders, contracts, documents and related cases.
Use configurable workflows, tasks, approvals, notifications and audit history.
Provide dashboards and queues for individual, team and management oversight.

Business value: Improve responsiveness and accountability while maintaining a complete record of decisions, actions and outcomes.

Proposal Development

Develop professional, controlled proposals using reusable content, templates and approval processes.

Create proposals from opportunities, customer records or pre-approved templates.
Assemble scope, pricing, assumptions, terms, deliverables and supporting documents.
Manage internal review, approval, versioning and ownership.
Track proposal status, expiry, revisions and customer response.
Convert accepted proposals into quotations, orders or contracts.

Business value: Reduce proposal turnaround time while improving consistency, governance and traceability.

Opportunity Management

Manage the complete sales pipeline from initial interest through qualification, proposal, negotiation and close.

Capture source, value, probability, expected close date, products and stakeholders.
Define configurable stages, next actions, qualification criteria and approval gates.
Link activities, proposals, quotations, competitors and supporting documents.
Track pipeline value, ageing, conversion and forecast outcomes.
Record won, lost, deferred and disqualified outcomes with reasons.

Business value: Give sales teams a clear, actionable pipeline and give leaders more dependable forecasting visibility.

Marketing Campaigns

Plan, execute and evaluate targeted campaigns using connected customer and prospect data.

Define campaign objectives, audiences, channels, budgets, dates and owners.
Create segments using customer, relationship, activity and engagement attributes.
Track communications, responses, leads, opportunities and campaign outcomes.
Coordinate campaign tasks, approvals, content and supporting assets.
Measure engagement, conversion, spend and return on campaign activity.

Business value: Connect marketing activity directly to customer engagement and revenue outcomes.

Events Coordination

Coordinate business events, webinars, launches, workshops and customer sessions from planning through follow-up.

Manage event details, venues, schedules, capacities, suppliers and internal responsibilities.
Track invitations, registrations, attendance, waitlists and cancellations.
Link events to campaigns, customers, opportunities and follow-up activities.
Issue notifications, reminders and post-event communications.
Record costs, outcomes, feedback and resulting opportunities.

Business value: Deliver more organised events while retaining a complete view of participation and commercial impact.

Sales Catalogue

Maintain a governed catalogue of products and services available for sale.

Define product and service records, categories, descriptions, units and status.
Manage effective dates, availability, supporting documents and related offerings.
Create bundles, optional items, dependencies and cross-sell relationships.
Link catalogue items to pricing, quotations, orders and contracts.
Control catalogue access by business unit, market, customer segment or sales channel.

Business value: Give commercial teams a consistent source of truth for what can be offered, sold and delivered.

Pricing & Quotation

Turn catalogue items into accurate, controlled quotations with clear pricing and approval rules.

Create quotations from opportunities, proposals, customer records or reusable templates.
Apply price lists, contract rates, discounts, taxes, fees and effective dates.
Support quantity, tier, bundle and customer-specific pricing.
Route non-standard pricing and discounts through approval workflows.
Generate customer-ready quote documents and track acceptance, expiry and revision.

Business value: Improve quote accuracy, reduce manual calculation and protect commercial margins.

Ordering and Delivery

Manage the transition from accepted quote to confirmed order, fulfilment and delivery.

Create sales orders from accepted quotations or direct customer requests.
Validate customer, pricing, product, quantity, availability and delivery details.
Track order status, fulfilment milestones, shipment, collection or service delivery.
Coordinate tasks, notifications, documents and customer communications.
Link completed orders to invoicing, contracts, support cases and account history.

Business value: Create a more reliable hand-off between sales and operations while giving customers clearer delivery visibility.

Returns, Refunds and Rebates

Handle post-sale adjustments through controlled, traceable workflows.

Record return, refund, credit and rebate requests against customers, orders and items.
Capture reasons, evidence, eligibility, approvals and outcome.
Track receipt, inspection, replacement, refund or credit processing.
Apply configurable policy, value and authority controls.
Report on return patterns, rebate commitments and financial impact.

Business value: Resolve customer adjustments consistently while maintaining financial and operational control.

Contract Management

Manage customer and commercial contracts across their complete lifecycle.

Create contracts from accepted proposals, quotations or approved templates.
Record parties, scope, values, terms, obligations, milestones and key dates.
Track approvals, signatures, commencement, renewal, extension and termination.
Link contracts to customers, opportunities, orders, cases, invoices and documents.
Monitor obligations, performance, risks, variations and expiry alerts.

Business value: Improve contract visibility and reduce missed obligations, uncontrolled variations and renewal risk.

Unified Block Mondo platform

Extend MondoSwift without fragmenting data or workflow.

MondoSwift operates as part of the unified Block Mondo platform. Companion applications extend its capabilities without fragmenting data, security, workflows or user experience.

MondoLedger

Link customers, quotations, orders and contracts to invoicing, receivables, revenue, payments and financial reporting.

MondoCity

Extend customer and case capabilities with property, rating, planning, regulatory and permit functions where required.

MondoPortal

Give clients, suppliers, staff, partners and participants role-based self-service access to profiles, requests, status updates, documents and payments.

MondoAI

Assist users with drafting, classification, summarisation, knowledge retrieval and workflow guidance while retaining policy controls and human review.

Shared platform capabilities

One foundation across customer, commercial and service operations.

Shared identity, role-based security and audit history.
Consistent customer, contact, catalogue, contract and reference data.
Metadata-driven workflows, statuses, approvals, notifications and business rules.
Document generation, attachment and controlled record linkage.
REST APIs and file-based integration for external systems.
Operational dashboards and outbound reporting extracts.
Responsive web access across desktop, tablet and mobile devices.

Connect every customer interaction to the work that drives your business forward.

Discover how MondoSwift can bring sales, service, marketing and commercial delivery together on one unified platform.

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