Swivel Connect is the companion mobile app to Swivel CRM's web-based application. Swivel is the only CRM that works for all financial professionals. With Swivel Connect mobile app, you will always stay informed on-the-go, and can easily access the power of your Swivel CRM account from the palm of your hand, anytime, anywhere, for free. Stay connected to your clients, manage appointments and complete essential tasks on any mobile iOS device. Swivel Connect prepares you to answer client questions in the moment, build trust and develop deeper relationships with your clients. It's time to start working smarter, not harder with Swivel Connect.
Key features include:
• Real-time sync: All updates made in the app sync seamlessly with your CRM, ensuring you have access to the most up-to-date client information, whether you're on the go or back in the office.
• Dashboard: Get insights when you need them by checking the dashboard and tracking the status of pending and completed new business by all production or by line of business.
• Client management: Quickly view and update contact information, access policy and account information and easily record notes and follow-ups.
• Enhance client trust: Deliver accurate and timely information in just a few taps by sending client's portfolio summary directly through the app.
• Appointment scheduling: Access your calendar, schedule meetings and update appointments, all from the convenience of your mobile device.
• Task and workflow management: Create, edit, and complete tasks while on the move, ensuring nothing falls through the cracks in your busy schedule.
Download Swivel Connect today and never miss an opportunity whether you're in office or on-the-go!
As an insurance advisor who is constantly being pulled in many directions, Swivel has solved my problems. I have tried Hubspot and Salesforce and even Redtail. The problem I had with these CRM’s was workflow’s. Now my team and I are working flawlessly together. I don’t look at my calendar as Swivel has everything I need. Before I would be bouncing around from Outlook and looking at Excel spreadsheets to try and make sense of my day. As an advisor being able to be organized and ready for client meetings with Swivel summary has been a life saver. I have more time to prospect and scale my business.
- [SWVL-7019] - Fixed all-day appointments showing on the wrong day on the mobile calendar — an all-day event now appears on its actual date and spans the correct number of days regardless of your device's time zone, instead of shifting a day (or running a day long) when the device zone was behind the event's zone.
Version 1.13.101301
The developer, Advisor First, LLC, 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 Not Linked to You
The following data may be collected but it is not linked to your identity:
Diagnostics
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
