1. Home
  2. 💼 Business
  3. Swivel Connect
Swivel Connect

Swivel Connect

Companion app for Swivel CRM

5 ratings
1 review
💼 Business
Free

Details

  • Released
  • Updated
  • October 7, 2024
  • June 29, 2026

Developer

Advisor First LLC
✨Promote your app ✨
Swivel Connect screenshot #1 for iPhone
Swivel Connect screenshot #2 for iPhone
Swivel Connect screenshot #3 for iPhone
Swivel Connect screenshot #4 for iPhone
Swivel Connect screenshot #5 for iPhone
Swivel Connect screenshot #6 for iPhone
Swivel Connect screenshot #7 for iPhone
Swivel Connect screenshot #8 for iPhone
iphone
ipad
⭐1
Reviews↘︎
🔄6+ apps
Alternatives↘︎
❓8 answered
FAQ↘︎
📦~ in 6 days
Updates frequency↘︎
🖼️Get Icon
Icons↘︎

About

Access your CRM data and manage client relationships on the go. This app synchronizes in real-time with your web-based CRM, allowing you to view client information, schedule appointments, and complete tasks from your mobile device.

✓Real-time CRM sync
✓Client information dashboard
✓Contact and policy management
✓Appointment scheduling
✓Task and workflow management
✓Send client portfolio summaries
Show original description

What's New in Swivel Connect

1.12.062902

June 29, 2026

@Mention in Contact Notes, Tasks, Comments UI/UX Improvements

User reviews

Most RecentHighest RatedLowest Rated

Game changer

As an insurance advisor who is constantly being pulled in many directions, Swivel has solved my problems. I have tried Hubspot and Salesforce and even Redtail. The problem I had with these CRM’s was workflow’s. Now my team and I are working flawlessly together. I don’t look at my calendar as Swivel has everything I need. Before I would be bouncing around from Outlook and looking at Excel spreadsheets to try and make sense of my day. As an advisor being able to be organized and ready for client meetings with Swivel summary has been a life saver. I have more time to prospect and scale my business.
Show more
RythenedicareguyRythenedicareguy

Developer apps

Swivel Portal
Swivel Portal

Companion app for Swivel CRM

💼 Business
Free
See developer apps

FAQ

What is Swivel Connect?

Swivel Connect is the companion mobile app for Swivel CRM, designed for financial professionals. It allows users to access their CRM data, manage clients, and complete tasks from their mobile devices.

What devices does Swivel Connect support?

Swivel Connect is available for iPhone, iPad, and iPod devices.

How often is Swivel Connect updated?

The latest version is 1.10.050903, and the app was last updated on May 9, 2026. This indicates a consistent update schedule.

Is Swivel Connect free to use?

Yes, Swivel Connect is completely free to download and use, with no in-app purchases or advertisements.

How does Swivel Connect sync data?

All updates made within the Swivel Connect app sync seamlessly and in real-time with your Swivel CRM web-based application, ensuring you always have the most current client information.

Can I manage appointments with Swivel Connect?

Yes, you can access your calendar, schedule new meetings, and update existing appointments directly from the convenience of your mobile device using Swivel Connect.

What is the age rating for Swivel Connect?

Swivel Connect has an age rating of 4+, making it suitable for a wide range of users.

How does Swivel Connect help build client trust?

By providing quick access to accurate and timely information, such as sending client portfolio summaries directly through the app, Swivel Connect helps financial professionals enhance client trust and develop deeper relationships.