Overview
Swivl software provides comprehensive CRM, streamlining customer accounts and lead management. Even though it offers limited customization options, its intuitive interface and robust features for data organization and automated responses are significant advantages. Swivl enhances efficiency, making it a compelling choice for businesses.
Overall Rating
Based on 1 users reviews
4
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
Swivl Specifications
Contact Management
Lead Management
Customer Communication Tracking
Email Integration
What Is Swivl?
Swivl CRM is a dynamic platform designed to centralize customer relationship management for businesses of all sizes, from self-employed professionals to mid-sized enterprises. It empowers users to streamline account oversight, capture and convert leads efficiently, and organize all customer contacts in one accessible location. This software addresses common pain points, including scattered customer data, missed follow-up opportunities, and inefficient communication channels. By consolidating these functions, Swivl software enhances operational efficiency and fosters business growth.
Swivl Pricing
Disclaimer: The pricing is subject to change.
Swivl Integrations
The Swivl software supports integration with multiple systems and platforms, such as Stripe and QuickBooks.
Who Is Swivl For?
Swivl is ideal for a wide range of professionals and businesses, including:
- Self-employed professionals
- Small businesses
- Medium-sized businesses
Is Swivl Right For You?
Swivl stands out as a highly effective solution for businesses seeking to centralize customer data and streamline operations. Swivl features and its intuitive interface for lead and contact management make it an excellent fit for small to mid-sized businesses focused on improving customer engagement. Swivl offers a compelling choice for enhancing customer relationships and boosting productivity.
Still doubtful if Swivl is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
Swivl Features
Swivl CRM provides an intuitive dashboard for managing customer, subcontractor, and supplier accounts. Users can easily access, organize, and monitor essential details such as addresses and statuses. This centralized approach saves significant time and reduces operational inefficiencies, ensuring all account information remains updated in real-time for comprehensive oversight. This feature directly addresses the challenge of fragmented data.
Swivl's robust lead management capabilities enable the seamless conversion of website-generated leads into contacts, allowing for quick assignment to the right team members. Users can effortlessly track lead progress and statuses, ensuring timely follow-ups that significantly increase conversion rates and drive business growth. This functionality is crucial for sales teams aiming to optimize their pipeline and improve lead-nurturing processes.
Swivl CRM simplifies contact management by providing a detailed database for customers, subcontractors, and suppliers. Information from customer forms directly reflects in the platform, allowing immediate task scheduling. This eliminates the need to switch between multiple tabs, ensuring all contact details, including roles and emails, are stored, easily edited, and maintained for accuracy from a single, convenient location.
Simplify financial processes with Swivl’s seamless QuickBooks integration. This feature enables the effortless transfer of CRM data directly into QuickBooks, ensuring accurate invoicing and streamlined financial management. Businesses can create precise invoices, minimize manual entry errors, and improve overall financial reporting through consistent, reliable data flow between both essential tools. This integration helps businesses unify their customer and financial data.
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