WORK THE WAY YOU WANT
Discount
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Base
$79
/month
Best for individuals who need a simple CRM for tracking leads, managing contacts, and organizing sales activities.
*Price listed above includes 1 seat. Each additional seat is $79/month.
Our basic CRM features include:
✔
Swivel Summary
✔
Swivel Connect Mobile App
✔
Communication Hub
✔
Calendar Management
✔
Automations
Professional
$500
/month
Best for organizations that require advanced CRM functionalities to manage larger teams, customer relationships, and workflows at scale.
*Price listed above includes 5 seats. Each additional seat is $79/month.
Everything in Base, plus:
✔
Swivel Client Portal
✔
Increased Document Storage
✔
Increased Text & Email Allotments
Premier
$1000
/month
Best for organizations that are looking to save time with automatic data input or need greater visibility into sales and marketing efforts across teams.
*Price listed above includes 7 seats. Each additional seat is $79/month.
Everything in Professional, plus:
✔
Aggregation**
✔
Premier Onboarding
✔
Premier Support
✔
Network View
**Additional $1,000 aggregation setup fee applies.
Most Popular
Enterprise
Custom
Best for organizations that manage large teams or multiple agents (like an IMO or FMO), need CRM customization, and tailored workflows.
Everything in Premier, plus additional customizations including:
✔
Seats
✔
Tenant Configuration
✔
Onboarding Assistance
Base
$71
/month
$852/Year
Best for individuals who need a simple CRM for tracking leads, managing contacts, and organizing sales activities.
*Price listed above includes 1 seat. Each additional seat is $79/month.
Our basic CRM features include:
✔
Swivel Summary
✔
Swivel Connect Mobile App
✔
Communication Hub
✔
Calendar Management
✔
Automations
Professional
$458
/month
$5,500/Year
Best for organizations that require advanced CRM functionalities to manage larger teams, customer relationships, and workflows at scale.
*Price listed above includes 5 seats. Each additional seat is $79/month.
Everything in Base, plus:
✔
Swivel Client Portal
✔
Increased Document Storage
✔
Increased Text & Email Allotments
Most Popular
Premier
$1000
/month
$12,000/Year with setup fees waived
Best for organizations that are looking to save time with automatic data input or need greater visibility into sales and marketing efforts across teams.
*Price listed above includes 7 seats. Each additional seat is $79/month.
Everything in Professional, plus:
✔
Aggregation
✔
Premier Onboarding
✔
Premier Support
✔
Network View
Enterprise
Custom
Best for organizations that manage large teams or multiple agents (like an IMO or FMO), need CRM customization, and tailored workflows.
Everything in Premier, plus additional customizations including:
✔
Seats
✔
Tenant Configuration
✔
Onboarding Assistance
Features
Base
Professional
Premier
Enterprise
Contacts
Household & Association View, Policies & Accounts
Unlimited
Unlimited
Unlimited
Unlimited
Email & Calendar Account Integration
✔
✔
✔
✔
Email
Broadcast and 1:1 Emailing
1,000/month
10,000/month
20,000/month
Custom
Email Templates
✔
✔
✔
✔
Calendar & Appointment Management
✔
✔
✔
✔
Workflow & Task Management
✔
✔
✔
✔
Text Messaging*
Broadcast, Conversational Texts, and Message Center
1,000/month
2,000/month
5,000/month
Custom
Sales Pipeline Customization
Leads, Opportunities, and Clients
✔
✔
✔
✔
Screenshare
600min/month
2,500/month
5,000min/month
Custom
Swivel Summary
✔
✔
✔
✔
Swivel Connect Mobile Application
✔
✔
✔
✔
Click to Dial
✔
✔
✔
✔
Document Storage
10GB
50GB
100GB
Custom
Reports
Sales, Annual Review, Birthdays and More
✔
✔
✔
✔
Campaign Management
Analytics and Reporting
✔
✔
✔
✔
Event & Seminar Management
✔
✔
✔
✔
Account Customizations
Branding, User Groups, Visibility Restrictions
✔
✔
✔
✔
Agent Goals Tracking
✔
✔
✔
✔
Commission Management
✔
✔
✔
✔
Swivel Client Portal
✔
✔
✔
Automations
✔
✔
✔
✔
Aggregation**
✔
✔
Network View
✔
✔
*additional setup fees may apply
**additional $1,000 one-time fee applies to aggregation setup
**additional $1,000 one-time fee applies to aggregation setup
