Manage Contacts, Leads, & Customers in One Platform
Swivl CRM helps you to manage contacts, leads, and customers from one single platform.
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Maximize Efficiency and Drive Growth with Swivl CRM
Discover how Swivl CRM empowers you to manage accounts, track leads, and keep your team in sync, all from a single, easy-to-use platform.
Get Centralized Control of Your Customer Accounts
Streamline customer, subcontractor, and supplier account management with Swivl CRM. Easily access, organize, and monitor account details from one intuitive dashboard, saving time and reducing operational inefficiencies.
- Access all account information in a single, easy-to-use dashboard.
- View customer details like addresses, account managers, and statuses at a glance.
- Track account activity and ensure all records stay updated in real-time.
Capture and Manage Leads to Grow Your Business
Never miss a potential customer. Swivl CRM gives you the ability to convert your leads into contacts, generated from your website, allowing you to assign them to the right team members and track their progress effortlessly.
- Capture leads from your Swivl-built website..
- Assign leads to technicians or sales managers with a few clicks.
- Monitor lead statuses to ensure timely follow-ups and increase conversions.
Organize all Your Customer Contacts in One Place
Organize and maintain a detailed contact database to keep track of customers, subcontractors, and suppliers. Once your customer fills the form it gets directly reflected in the platfom and you can start scheduling the tasks. No more hassle of switching to different tabs.
- Manage all customers contact from one place
- Store key details like roles, emails, and associated accounts for every contact.
- Edit, update, or remove contact details to maintain accuracy.
Sync QuickBooks for Accurate Invoicing
Simplify your accounting processes with Swivl’s QuickBooks integration. Push CRM data seamlessly into QuickBooks for accurate invoicing and streamlined financial management.
- Sync customer details directly to QuickBooks for hassle-free bookkeeping.
- Use synced data to create precise invoices and minimize manual entry errors.
- Improve financial reporting with consistent, accurate data flow between tools.
Grow Your Business with Better Lead Management
Sign up today and give your team the tools they need to streamline operations, manage leads, and work smarter.
Frequently Asked Questions
Can I track multiple account types?
Yes, Swivl CRM supports managing customers, subcontractors, and suppliers in one place.
How do leads from my website sync to the CRM?
Leads from your Swivl-built website are automatically reflected in the CRM, ready for task assignment.
Does Swivl CRM integrate with accounting tools?
Absolutely! Swivl CRM syncs directly with QuickBooks for seamless accounting and invoicing.
Can I assign specific leads to technicians?
Yes, you can assign leads to technicians or account managers directly from the CRM.
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