# Swivel Connect — Companion app for Swivel CRM

> Mobile CRM companion for financial professionals to manage clients and tasks. (iPhone/iPad app by Advisor First, LLC.)

- Source: https://appshunter.io/ios/app/swivel-connect/id6451197008 (this page in markdown: same URL + `.md`)
- Developer: [Advisor First, LLC](https://appshunter.io/developer/1696608592)
- Category: Business
- Price: Free
- Rating: 5.00/5 from 5 App Store ratings · 1 written reviews indexed
- Age rating: 4+
- Requires: iOS 15.1 · 56 MB
- Languages: American English
- Released: 2024-10-07
- Data updated: 2026-08-21
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/swivel-connect/id6451197008/reviews.md

## What is Swivel Connect?

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 iOS 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!

## Key features

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

## Recent user reviews (1 of 1)

All indexed reviews: https://appshunter.io/ios/app/swivel-connect/id6451197008/reviews.md

### 5/5 — Game changer

*2024-10-10*

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.

## Frequently asked questions about Swivel Connect

### 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.

## Version history (last 5 releases)

### 1.13.081401 — 2026-08-14

- [SWVL-7127] - Fixed users being signed out when their saved account was no longer available; the app now switches to an account they still have access to. Users with no account available now see a clear message instead of an empty app.

### 1.13.080901 — 2026-08-11

- [SWVL-6964] - Internal cleanup: removed an unused calendar data service (dead code); calendar behavior unchanged
- [SWVL-6882] - Appointment errors now appear as standard in-app toast notifications instead of pop-up dialogs when creating or updating an appointment; also hardened internal calendar-event typing (no more missing agenda flag on newly created/updated appointments)

### 1.12.072802 — 2026-08-03

Display cancelled meetings in the Calendar.

### 1.12.072801 — 2026-07-28

Add toggle to display cancelled events

### 1.12.071801 — 2026-07-20

Mentions Push Notifications

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## More apps by Advisor First, LLC

- [Swivel Portal](https://appshunter.io/ios/app/swivel-portal/id6737123566)

All apps by Advisor First, LLC: https://appshunter.io/developer/1696608592

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-21.*