Swivel Connect vs Prospect 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!

ProspectConnect is your smart partner for managing leads, tracking sales, and building lasting customer relationships—all from one intuitive platform. Whether you're a startup or an established business, ProspectConnect helps you drive growth with smarter workflows and a seamless user experience. Unified Sales & Engagement Hub Stay connected with prospects across every touchpoint. From emails and calls to meetings and follow-ups, ProspectConnect keeps your communication synchronized, efficient, and focused on conversion. Streamline Lead Generation & Sales Easily capture and nurture leads with tools designed to accelerate your sales funnel. Automate repetitive tasks, monitor progress in real time, and focus on what matters—closing deals faster. Smarter Pipeline & Deal Tracking Visualize your sales pipeline with customizable stages, automated follow-ups, and instant updates. ProspectConnect empowers your team with the visibility and control to manage deals effectively from anywhere. Team Collaboration Made Easy Keep your sales and marketing teams aligned with shared tasks, contacts, and communication logs. Collaborate in real time to boost productivity and eliminate data silos. Calendar, Tasks & Reminders in One Place Organize your schedule, set priority tasks, and never miss a follow-up. ProspectConnect’s built-in calendar tools help you manage time better, so you can focus on client engagement. Advanced Calling & Follow-Up Tools Integrated power dialer, call logging, and smart follow-up workflows help your team connect with leads more efficiently and convert conversations into opportunities. Centralized Media & Content Management Store and manage your images, documents, and content assets all in one place. Boost consistency across your sales efforts and make collaboration effortless. Built for Flexibility and Growth Whether you're in the office or on the go, ProspectConnect is your mobile-first CRM solution. Scalable and customizable, it's built to adapt to your growing business needs.