Swivel Connect is the mobile companion app for Swivel CRM.
What Can I Do With Swivel Connect?
With Swivel Connect, you can:
Search and view contacts
Access client policy and account information
Manage meetings and appointments
Communicate with clients
Create and manage notes
View dashboard information
Manage tasks and workflows
Key Features
Real-Time Data Access
Information in Swivel Connect stays synced with the web-based Swivel CRM.
Client Management
View and update contact information, access policy and account information, and record notes and follow-ups.
Meetings & Scheduling
View, create, and update meetings and appointments.
Dashboard
The dashboard shows production numbers, including pending and completed business, and can be filtered by line of business.
Notes & Activity Tracking
Create and manage notes related to client records.
Task & Workflow Management
Create, edit, and complete tasks and manage workflows.
Getting Started
To begin using Swivel Connect, make sure the app is installed and you have your login credentials ready.
Supported Devices
Swivel Connect is available for:
Logging In
Open Swivel Connect and log in using your existing Swivel CRM credentials. You cannot create a new account from Swivel Connect. New users must be added by an account administrator or owner.