PRICING

A PRICE THAT WORKS FOR YOU

Discount
Basic
$30
/month
$300/Year
20k per subscription
Contacts
Dashboard Overview
Get Started
12-month commitment required*
See more features
Leads Management
Opportunity Management
20k per subscription
Contacts
10GB
Document Storage
Dashboard Overview
Professional
$79
/month

$852/year
Begin Free Trial
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Price listed above is per seat*
Premium
$149
/month
$1,490/year
Agent Goals Tracking
Campaign Management
100k per subscription
Contacts
Dashboard Overview
Get Started
See more features
Agent Goals Tracking
$2/account
Email Integration
$2/account
Calendar Integration
Sales Pipeline Customization
Task Management
Workflow Management & Customization
Transaction Management
Swivel Summary
Vendor Management
Event and Seminar Management
Campaign Management
Institutions
Policies & Accounts
Leads Management
Opportunity Management
100k per subscription
Contacts
10GB
Document Storage
Dashboard Overview
12-month commitment required*
Enterprise
Get in touch
Contact Us
See more features
Annual commitment required*
Features
Professional
Contacts
Unlimited
Email Integration
✔
Broadcast Emailing
1,000/month
Calendar Integration
✔
Calendar & Appointment Management
✔
Task Management
✔
Workflow Management & Customization
✔
Broadcast Text Messages
2,000/month
Leads Management
✔
Sales Pipeline Customization
✔
Opportunity Management
✔
Client Management
✔
Screenshare
600min/month
Swivel Summary
✔
Policies & Accounts
✔
Transaction Management
✔
Swivel Connect Mobile Application
✔
Click-to-Dial
✔
Document Storage
20GB
Reports

Sales, Annual Review, Birthdays, and more

✔
Dashboard Overview
✔
Campaign Management
✔
Event and Seminar Management
✔
Household & Association View
✔
Account Customizations

Branding, User Groups, Visibility Restrictions

✔
Agent Goals Tracking
✔
Vendor Management
✔
Institutions
✔
Broadcast Text Messages
2,000/month
2,000/month
Broadcast Emailing
1,000/month
1,000/month
Calendar & Appointment Management
✔
✔
Screenshare
600min/month
600min/month
Client Management
✔
✔
Swivel Connect Mobile Application
✔
✔
Click-to-Dial
✔
✔
Reports
✔
Account Customizations
✔
Dashboard Overview
✔
✔
Document Storage
10GB
20GB
10GB
20GB
Contacts
20k per subscription
Unlimited
100k per subscription
Unlimited
Household & Association View
✔
✔
Opportunity Management
✔
✔
Leads Management
✔
✔
Policies & Accounts
✔
✔
Institutions
✔
✔
Campaign Management
✔
✔
Event and Seminar Management
✔
✔
Vendor Management
✔
✔
Swivel Summary
✔
✔
Transaction Management
✔
✔
Workflow Management & Customization
✔
✔
Task Management
✔
✔
Sales Pipeline Customization
✔
✔
Calendar Integration
✔
$2/account
$2/account
Email Integration
✔
$2/account
$2/account
Agent Goals Tracking
✔
✔
get started

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