Swivel Connect
What is Swivel Connect?
Swivel Connect is the mobile companion app for Swivel CRM.
What Can I Do With Swivel Connect?
Section titled âWhat Can I Do With Swivel Connect?âWith 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
Section titled âKey FeaturesâReal-Time Data Access
Section titled âReal-Time Data AccessâInformation in Swivel Connect stays synced with the web-based Swivel CRM.
Client Management
Section titled âClient ManagementâView and update contact information, access policy and account information, and record notes and follow-ups.
Meetings & Scheduling
Section titled âMeetings & SchedulingâView, create, and update meetings and appointments.
Dashboard
Section titled âDashboardâThe dashboard shows production numbers, including pending and completed business, and can be filtered by line of business.
Notes & Activity Tracking
Section titled âNotes & Activity TrackingâCreate and manage notes related to client records.
Task & Workflow Management
Section titled âTask & Workflow ManagementâCreate, edit, and complete tasks and manage workflows.
Getting Started
Section titled âGetting StartedâTo begin using Swivel Connect, make sure the app is installed and you have your login credentials ready.
Supported Devices
Section titled âSupported DevicesâSwivel Connect is available for:
Logging In
Section titled âLogging InâOpen 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.