Swivel
Customer Engagement Platforms · Kansas, United States · 11-50 Employees
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Overview
Headquarters
10820 Shawnee Mission Pkwy Ste 301, Shaw...Website
www.swivelcrm.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
2
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1
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1
About Swivel
Swivel is a CRM platform tailored for financial professionals, including agents, advisors, and agency owners, designed to enhance operational efficiency and reduce manual tasks. The system aggregates client information in one place, supports customizable workflows, and automates processes to help users focus on high-impact client interactions. With features like reports and visual dashboards, Swivel aims to improve customer experiences and drive accountability. The company serves diverse financial service providers, including those dealing in annuities, life insurance, and wealth management.Explore more
Swivel Org Chart
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Swivel Tech Stack
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Swivel is a CRM platform tailored for financial professionals, including agents, advisors, and agency owners, designed to enhance operational efficiency and reduce manual tasks. The system aggregates client information in one place, supports customizable workflows, and automates processes to help users focus on high-impact client interactions. With... Read More
