Need Help? Here's How to Contact Support!

We’re here to help! Whether you have a quick question or need some in-depth assistance, here’s how you can reach us.

Tip

🔍 Tip: Before you reach out, check out our Help Center first—it’s packed with answers to common questions, troubleshooting tips, and how-to-guides. You might find exactly what you need without the wait 😃

Getting Help with Swively

Need help? Swively is available 24/7 right inside Swivel.

How to use Swively

1. Click the ? (Help) icon in the top-right corner of Swivel
2. When Swively opens, choose the message button at the bottom of the screen, then “ask a question”, then choose whether your question is about Swivel CRM or Swivel Sync.

1. Type your question into the chat, just like you would ask a teammate.
2. Follow the step-by-step guidance or open any recommended Help Center articles.
3. If Swively can’t fully resolve your question, continue the conversation to connect with our Customer Success team.

Tips for the best results

• Ask complete questions (for example, “How do I create an automation?” instead of “Automation.”)
• Include the feature you’re working with.
• If you’re troubleshooting, explain what you expected to happen and what actually happened.

Examples

• How do I import contacts?
• Why isn’t my calendar syncing?
• How do I add a new user?
• How do I create an event reminder?

Tip

🔍 Tip: Swively is available 24/7 and is the fastest way to get answers, troubleshoot issues, and discover best practices without leaving Swivel.

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How to Contact Swivel Support

Once you’re logged into Swivel, click the ? (Help) icon in the top-right corner to open your in-app support center.

From there, you can chat with Swively, browse the Help Center, or submit a support ticket if you need additional assistance.

💬 Ask a question

• Click the Ask a Question option and type in your question. Be as specific as possible so we can get you the right info quickly.
• Available: Monday-Friday, 9 AM- 5PM CST (excluding holidays).

🎟️ Create a ticket

• Scroll to the Create a ticket section and select the type of ticket you wish to submit (General Inquiry, Product Issue, Billing & Payments, or Submit Product Feedback).
• Complete the pop-up field including your email, title of ticket, and description. Be as specific as possible so we can make sure we get your ticket to the right department.

📞 Call us

• If you need to talk to a real person, call us at 913-948-8700 x 2
• Available: Monday-Friday, 9 AM- 5PM CST (excluding holidays).

📩 Email us

• Prefer email? No problem! send us a message at support@swivelcrm.com, and we’ll respond within one business day.