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Swivl's built-in CRM keeps every customer profile, job history, note, and communication in one place — so your team always shows up informed and your customers never have to repeat themselves.
Swivl's field service CRM keeps every customer profile, job history, note, and communication in one place — so your team always shows up informed and your customers never have to repeat themselves.
Every time you work with a customer, you create information: what was done, what was said, what was paid. That information is only useful if you can find it. Swivl keeps everything in a single customer profile accessible from the office or the field.
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Field service businesses lose revenue by forgetting to follow up. An approved estimate that never became a job. A seasonal maintenance customer who stopped calling. Swivl keeps these opportunities visible so nothing slips through.
Swivl's CRM is woven into every feature. Schedule a job, send an estimate, collect a payment and it all attaches to the customer's profile automatically with zero manual work.
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Swivl's built-in CRM keeps customer data, job history, and communications in one place — so your team is always prepared and your customers always feel remembered.
Every job, estimate, invoice, and payment is automatically attached to the customer's profile. No manual filing needed.
Your team sees the full customer picture before every interaction. No more what did we do there last time calls back to the office.
No cap on customers, properties, or contacts. Store as many records as your business needs, at any plan level.
Everything you need to know about the product and billing.
No. Swivl does not cap your customer database. Store as many clients, properties, and contacts as your business needs, at any plan level.
Yes. You can import your customer list via CSV, or our onboarding team can assist with bulk data migration.
Yes. Swivl's CRM is woven into every feature. When you schedule a job, send an estimate, or collect a payment, it all attaches to the customer's profile automatically with zero manual work.
Yes. You can store multiple service site addresses per customer, separate from their billing address. This is especially useful for property managers and commercial accounts with multiple locations.
Can't find the answer you're looking for? Please chat with our friendly team.
