Swivel CRM 4+
Swivel Software Ltd.
Designed for iPad
-
- Free
Screenshots
Description
Swivel CRM is the perfect logistics CRM app for businesses looking to streamline their operations and maximize efficiency.
Try it today*.
* Private Invitation Only.
Swivel CRM is an advanced mobile app that provides comprehensive features and tools for the professional CRM system.
Features:
Dashboard Window
Sales Teams budgets and sales volume set up
Daily communication log with customers
Number of quote generation with quote reference #
Campaign email blast
Sales assessments and financial forecast
Keep track of the number of customers and their progress
Sales Tools
Generate sales quotes using CRM built-in tariff systems
Search for tariff by POD and POL
Copy an existing quote and generate a new quote
Download sales activities to Excel format
Download carrier rates to Excel
Sales Opportunities
Mobile app available to work remotely
Cloud CRM provides analytical reports
Calendar planner integrated with the business calendar
Keep track of sales quotes per customer inquiry
Sales Quotes Process
Create a quote email directly to the customer for approval
Once the quote is approved by the customer
Create a booking in CRM and sync it into ERP
CRM keeps track of rejected quotes in the system
What’s New
Version 4.0
With Swivel CRM, you can take your logistics operations to the next level.
- Various Improvements*
*Improved details can be found in the app's release note.
App Privacy
The developer, Swivel Software Ltd., indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.
Data Linked to You
The following data may be collected and linked to your identity:
- Contact Info
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- Contact Info
- Contacts
- User Content
- Diagnostics
Privacy practices may vary based on, for example, the features you use or your age. Learn More
Information
- Provider
- Swivel Software Limited
- Size
- 4.8 MB
- Category
- Utilities
- Compatibility
-
- iPhone
- Requires iOS 14.0 or later.
- iPad
- Requires iPadOS 14.0 or later.
- iPod touch
- Requires iOS 14.0 or later.
- Mac
- Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © 2022-2023 Swivel Software Ltd.
- Price
- Free