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.
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