Swivel Connect

1.10.050903

Advisor First LLC

0.00

0 reviews

50+
Downloads

Free

Companion app for Swivel CRM

iOS version

About Swivel Connect

Swivel Connect is a business app developed by Advisor First LLC.

How many times has Swivel Connect been downloaded?

Swivel Connect has been downloaded 91 times. In the last 30 days, the app was downloaded 5 times.

What is the rating of Swivel Connect?

Swivel Connect has no ratings yet.

Is Swivel Connect free?

Swivel Connect is free to download. The APK download size is 39.21 MB. The latest version available is 1.10.050903. The last update was on May 13, 2026.

What are the requirements for Swivel Connect?

The app has a content rating of Everyone. The app has been available on Google Play November 2024.

Description

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 Android 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!

Recent changes:
Minor enhancements and bug fixes

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More data about Swivel Connect

Price	Free to download
Total downloads	91
Recent downloads	5
Rating	No ratings
Ranking	Not ranked
Version	1.10.050903
APK size	39.2 MB
Number of libraries	?
Suitable for	Everyone
Ads	NO ads

App Performance Report

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Alternative downloads for the Swivel Connect app

Swivel Connect compared with similar apps

Common keywords of similar apps

Swivel Companion Stay Account Appointments Complete Trust Time Ensuring Office Dashboard Update Schedule Connect App Crm Mobile Access Client Information Easily Clients Tasks Device Sync Business Management

Keywords missing from this app

Sales Contacts Leads Customers Manage Customer Notes Free Features Activities Calendar View Track Tracker Contact Data Easy Calls Add Leader Detailing Dejaoffice Day Card Recent Google Key Follow Redtail Service Outlook Phone Email Call Reminders Automatically

Downloads over time

Swivel Connect has been downloaded 91 times. Over the past 30 days, it has been downloaded 5 times.

Changelog of Swivel Connect

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Developer information for Advisor First LLC

Advisor First LLC

support@swivelcrm.com

Website

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Comments on Swivel Connect for Android

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Google Play Rankings for Swivel Connect

This app is not ranked

Technologies used by Swivel Connect

Swivel Connect is requesting 21 permissions and we don't have library information (yet).
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