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EDGE Sword New · Spring 2026 release

World-class CRM and ERP for teams ready to consolidate.

We have already learned how industries like yours run—that depth is baked into EDGE Sword, so CRM, ERP, and operations meet you in one place your teams open first, not another login they dodge.

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48%↑
Increase in Communication
Shelbebeta
How much PTO do I have?
Jane Cooper· now
Sounds good!! 👍 I'm not sure about the rest of the group.
Yes, I'm still interested. Count me in ❤️
❤️🔥🎉
Payroll · April
Processing run
Processed
0/248
Paid out
$0.00M
+6.2% MoMETA 00:14

Trusted by 1,000+ growing teams worldwide

NorthwindHalcyonMeridianFieldstoneVantageLumen & Co.IroncladVermilionNorthwindHalcyonMeridianFieldstoneVantageLumen & Co.IroncladVermilion
4.7 ★ on App Store
4.7 ★ on Play Store

  • Decades of hands-on experience

  • Deep industry expertise

  • Ignites collaboration

  • Elevates human potential

Handoffs shouldn’t turn into a scavenger hunt.

Deals, notes, and who-did-what need one home your teams already use every day. EDGE Sword keeps a straight trail from the first touch to the next step—so the field isn’t re-telling the story, and the office isn’t re-opening the same file.

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Only the pieces you need, nothing bolted on

Run pipelines, deals, and a full customer story first. Add HR, billing, or field and distribution when you are ready. One workspace, one set of roles, no duplicate systems.

Browse the product
  • Pipelines, Fields, and Workflows: stages, custom data, and triggers on the record
  • When you are ready, layer distribution or property modules (logistics, orders, and stock, or projects and capital) beside the same org tree

Where teams run it

Gaming, health, education, and more. One catalog, very different module mixes

Keeneland
Seminole
Gaming
Seminole Gaming
Kintura
LeafSpring School
Trilogy Health Services

01/04

Pipelines & deals

Take control of the deal story your team actually lives.

Configure stages, probabilities, and forecasts per team. Drag-and-drop deals, bulk-edit, and audit every touchpoint so leadership and reps see the same truth.

Learn more
Revenue and ops team working together in a modern office
Pipelines

See every deal, from lead to cash.

Drag, drop, and forecast with confidence. EDGE Sword's pipeline engine gives managers a live rollup and reps a spotless workspace, no more spreadsheet archaeology.

  • Custom stages, probabilities and weighting per team
  • Inline edits, bulk actions, and deep activity history
  • Forecast roll-ups across regions, products and reps
Explore pipelines
Q2 pipeline
Live · 96 open deals
Total
$1.20M 12.4%
New deal · Acme Co · $36k
Qualified41
Halcyon$42k
Northwind$30k
Demo27
Meridian$48k
Ironclad$24k
Proposal18
Vantage$60k
Fieldstone$33k
Won10
Pendant$90k
Forecast roll-up
$282k+8.1%
People & HR

One platform for customers and the team that serves them.

Skip the HRIS-plus-CRM juggling. EDGE Sword includes departments, leave, assignments and RBAC, so onboarding, access and operations stay in lockstep.

  • Multi-tenant workspaces with strict tenant isolation
  • WebAuthn passkeys, SSO, and optional 2FA
  • Leave accruals and HR events driven by cron workers
See the HR module
Team directory
117 members · 6 depts
Hiring · 3
PD
Priya Desai
AE · EMEA
Active
JO
James Oye.
Mgr · APAC
Active
SM
Sofía M.
Ops · LATAM
Active
Open seat · BDR
Leave accrual · May
Pending
1,408 hrs
Across 6 departments
EDGE Signature™

Close deals with e-signatures, without leaving EDGE Sword.

Send MSAs, SOWs, and HR docs from any record. Route signers, capture signatures, and seal a tamper-evident audit trail, no DocuSign export required.

  • Templates with merge fields from CRM, HR, and project data
  • Sequential or parallel signer routing with reminders
  • Tamper-evident audit trail, timestamps, IP, and document hash
Explore EDGE Signature™
EDGE AE
Buyer
Automations

Put the busywork on autopilot.

From routing inbound leads to nudging reps on follow-ups, EDGE Sword's workflow engine handles the repetitive work so your team can focus on revenue.

  • Visual builder with triggers, conditions and branches
  • Reliable queue-backed execution with full audit logs
  • Sync to Sage, Google and Meta without glue code
Tour automations
Inbound lead workflow
2,318 runs
  1. Lead created
    Running
    Trigger · web form
  2. Score & route
    Step 2
    Auto-assign by region
  3. Email intro
    Step 3
    Send template #24
  4. Notify rep
    Step 4
    Push + in-app
Running workflow…
Step 1 / 4
Pulse

A heartbeat view of your pipeline, before leads go cold.

Surface untouched leads, follow-up gaps, and team activity in one dashboard. Nudge owners in one click so nothing slips through the cracks.

  • Activity insights, trends, leaderboards, and funnel at a glance
  • Tiered untouched board, warming, stale, and cold leads
  • One-click reminders, in-app and email, throttled per lead
Explore Pulse
Lead pulse
Today · all owners
Activity42
Warming
3
Stale
7
Cold
2
Pipeline funnel

From ambitious startups to regional enterprises, EDGE Sword scales with the complexity you throw at it, without the bloat.

Active workspaces

0+

2022

0

2023

0

2024

0

2025

0+

Plays well with others

Connect the systems your team already uses.

Browse all integrations
WhatsApp
Instagram
Twilio
Segment
RingCentral
WhatsApp
Instagram
Twilio
Segment
RingCentral
Gmail
Outlook
Google Analytics
Messenger
Gmail
Outlook
Google Analytics
Messenger
Google Calendar
Calendly
Microsoft Teams
SendGrid
Google Calendar
Calendly
Microsoft Teams
SendGrid
By the numbers

Built to move revenue, measurably.

Customers consolidate three to five tools on average when they move to EDGE Sword. The result is a faster cycle, cleaner data and a more predictable forecast.

Teams running on EDGE
1,000+
Avg. lift in pipeline velocity
38%
Platform uptime (trailing 90d)
99.99%
Average time to first insight
11 min
Industry

Industries We Support

Choose the right CRM solution for your business sector. Our platform adapts to the unique workflows of global market leaders.

Popular

Real Estate

Manage properties, leads, and client follow-ups in a unified editorial interface.

Healthcare

HIPAA-compliant workflows for patient relationship management and scheduling.

Education

Streamline admissions, student tracking, and alumni relations with architectural precision.

Recommended

IT & Software

Sophisticated utility for managing SaaS subscriptions and complex enterprise sales cycles.

Finance

Secure portfolio management and automated client reporting for wealth advisors.

Manufacturing

Monitor supply-chain pipelines and distributor networks with real-time data framing.

E-commerce

Personalize customer journeys and optimize post-purchase support at scale.

Hospitality

Curate guest experiences and manage multi-property loyalty programs seamlessly.

Why teams switch

Measurable outcomes, happier teams.

“We replaced five tools with EDGE Sword and our sales cycle got 22% faster in the first quarter. The audit trail alone paid for it.”
Rachel Tan
VP Revenue Operations, Halcyon Logistics
“Field reps used to dread end-of-day admin. Offline mode, route plans and the stacked cart turned it into a 2-minute close-out.”
Miguel Oviedo
Director of Sales, Meridian Foods
“The multi-tenant model let us roll EDGE out to every portfolio company without cross-contamination. RBAC is chef-kiss.”
Sana Ilyas
CTO, Vantage Group