Keep All Your Clients, Contacts, & Leads Organized in One Place
Stop juggling notebooks and scattered apps. Swivl’s field service CRM gives you one simple place to store, track, and manage every customer detail, so you never miss an opportunity to grow your business.
Here's How Swivl Helps You
Capture Leads From Every Source
Never miss a potential customer
Whether it’s your website, the AI receptionist, or other channels, Swivl’s CRM for contractors collects and organizes every inquiry automatically, ready for follow-up.
All Customer Details at Your Fingertips
Access history from the office or field
Track job history, invoices, estimates, and notes for every customer. Swivl’s field service CRM app makes you look professional and go prepared every single time.
Turn Leads Into Jobs Quickly
From phone call to scheduled job in minutes
Got a lead? Convert them to a customer, create the job, and assign your technician, all without switching between apps or losing track of where things stand.
Smarter Customer Management
Grow trust and repeat work
With the right customer relationship management for service companies, you can track communication history, service patterns, and your most profitable clients. Build loyalty that lasts. Swivl CRM is just the start. From scheduling and dispatching to invoicing, AI answering, and payment processing, explore all our features to see how we help service businesses grow smarter. [See All Features](/features)
Grow With Swivl
Scale your plumbing operations without worrying about software limits. Swivl gives you free access to core features, unlimited users, and unlimited invoices.
Explore More Features
AI Receptionist
Instantly respond to customer inquiries with an intelligent AI that handles questions, books jobs, and provides information around the clock.
Website Builder
Showcase your services with a user-friendly, customizable website that reflects your brand's identity.
Mobile App
Equip your field technicians with real-time job details, updates, and customer information on the go.
Scheduling
Streamline task planning and assignment with an intuitive calendar and scheduling system.
Work Orders
Create, track, and manage all work orders seamlessly from start to finish. Ensure accurate documentation, timely completion, and clear communication.
Customer CRM
Maintain all customer data in one place, including contact information, job history, and preferences.
Digital Payments
Accept payments securely online, via mobile, or in person, making transactions easy for your customers.
Reports & Insights
Gain actionable insights with real-time data and performance metrics. Make informed decisions and track business growth.
Common Questions
Have more questions? Reach out anytime, we're
here to help you. Contact us
Blogs
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