Work Together Without "Are You Editing This?"
Most CRMs are a form you fill in alone. Swelis One shows you who is on the same page, merges edits instead of overwriting them, and lets you draw on the screen when explaining would take longer.
Two people open the same deal. One updates the value, the other renames it, and whoever saves last wins — the other change is quietly gone. Or nobody touches anything because they are not sure whether someone else is already on it, and a message goes out: "Are you editing the Müller deal?"
Shared data is only half of working together. The other half is seeing each other work.
See who is here
Teammates in the same workspace show up as coloured avatars in the top bar. Hover to see which page they are on; click to jump there. On a shared page you see their cursor with their name attached, and their clicks land as a soft ripple in their colour. It sounds like decoration. In practice it ends the "are you on this?" messages, because you can see who is.
Double-click an avatar to follow someone: your screen goes wherever they go, including the deals and contacts they open. It is the fastest way to walk a new hire through a process, or to be shown something without a screen share. Following never takes you anywhere you could not open yourself.
Edits merge, they do not overwrite
Deals, contacts, tasks and notes update live: when a teammate moves a deal or ticks a task, it changes on your screen with a brief glow in their colour. Editing is conflict-free at the field level — if you change the value while a colleague renames the deal, both changes survive. Open deals show who else has them open, on the pipeline card and inside the deal.
Notes can be co-written: two people type in the same note and the edits merge mid-sentence. Ctrl+Z undoes only your own typing, never theirs. And if your connection drops, you keep working — changes queue locally and sync when you are back.
A CRM your team is in together should feel like a room, not a filing cabinet.
Draw it instead of typing it
Click Annotate in the top bar and the page becomes a shared canvas. Drop a comment pin on a deal, a chart or a calendar day, or sketch over the board with coloured pencils — everything appears live for your teammates. Comments stay until someone resolves them. Sketches fade after twelve hours and disappear after a day, because a drawing is a conversation, not a record.
- Pipeline reviews: circle the stuck deals instead of reading them out.
- Handovers: pin a comment on the contact the new owner should call first.
- Training: follow a new teammate for ten minutes, then let them follow you — it pairs well with a workspace set up for your business.
See two screens side by side: Live teamwork on our features page lets you draw and comment while a teammate answers.