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Manage every job, note, and payment in one place to provide personal service at scale.
Whether it's from your website, the AI receptionist, or other channels, Swivl collects and organizes every inquiry for follow-up.
Access job history, invoices, and notes for every customer. Swivl ensures your team stays prepared and professional every time.
Track communication history and service patterns to grow trust. Know what your customer needs before they even pick up the phone.
Convert leads into customers, create jobs, and assign technicians in minutes without switching apps or losing track of data.
Start your 30-day free trial today.
Swivl’s CRM keeps your customer data organized and accessible, ensuring your team has the context needed to win and keep customers.
End the chaos of scattered apps by centralizing every note, job, and payment in one searchable profile.
Show up prepared for every job by having the client's full history and preferences in your pocket.
Convert leads to active jobs in minutes, keeping your dispatching fast and your technicians busy.
Stay on top of every lead and existing client. Track & ensure no job or follow-up slips through the cracks.
Everything you need to know about the product and billing.
A CRM (Customer Relationship Management) tool helps you track customer details, job history, and communication in one place, so you can stay professional and organized.
With Swivl, you always know where a customer stands, pending estimates, unpaid invoices, or repeat job opportunities. This improves trust and helps you win more work.
Yes! Our field service CRM is part of our free core features. You can manage unlimited clients without paying per user.
If you've ever forgotten to follow up with a potential customer or couldn't remember what work you did for someone, then yes, you need this.
It's so simple that using it takes less effort than your current system of hunting through your phone for customer info.
Your website, AI receptionist, and other sources all feed leads directly into your CRM. One place for everything, no manual data entry.
Can't find the answer you're looking for? Please chat to our friendly team.
