Know Your Customers Before You Walk Through the Door

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.

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Know Your Customers Before You Walk Through the Door

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.

One Profile for Every Customer

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.

Name, address, phone, email, and custom notes in one record.
Complete job history: every estimate, invoice, and work order.
Internal tags to segment customers by type, priority, or region.

A CRM dashboard interface from Swivl displaying customer metrics. The page shows data cards for "Active Accounts" and "Paying Customers" with metrics and percentage growth over the last 30 days, positioned above a data table listing customer names, account managers, and sales managers.

Never Lose a Follow-Up Opportunity

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.

Flag estimates awaiting customer decisions.
Track open jobs per customer in real time.
Filter customers by last service date to spot at-risk accounts.

A QuickBooks data sync interface showing accounting integration status. The background card lists tasks, invoices, estimates, and jobs with green "Synced" status tags. An overlapping foreground card titled "Invoices" displays invoice numbers with checkmarks and individual status indicators labeled "Synced" or "Sync Now."

Connected to Every Part of Swivl

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.

Job scheduling pulls customer address and history automatically.
Invoices and payments sync to the customer record.
SMS and email communications logged on the customer profile.

A Swivl CRM contact management UI displaying customer classification tags. The background lists active accounts like Devon Lane and Wade Warren. An overlapping foreground card demonstrates contact categorization for the name "Savannah Nguyen," filtering her identity across three distinct tabs as a Customer, Subcontractor, and Supplier with regional tags.

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Every Customer. Every Job. One Place.

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.

Complete Job History
Every job, estimate, invoice, and payment is automatically attached to the customer's profile. No manual filing needed.
Informed Teams in the Field
Your team sees the full customer picture before every interaction. No more what did we do there last time calls back to the office.
Unlimited Customer Records
No cap on customers, properties, or contacts. Store as many records as your business needs, at any plan level.

Frequently asked questions

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.