WORK THE WAY YOU WANT
Base
$71 /month
$852/Year
Best for individuals who need a simple CRM for tracking leads, managing contacts, and organizing sales activities.
Contact Sales*Price listed above includes 1 seat. Each additional seat is $79/month.
Our basic CRM features include:
- ✔Swivel Summary
- ✔Swivel Connect Mobile App
- ✔Communication Hub
- ✔Calendar Management
- ✔Automations
Professional
$500 /month
$6,000/Year
Best for organizations that require advanced CRM functionalities to manage larger teams, customer relationships, and workflows at scale.
Contact Sales*Price listed above includes 5 seats. Each additional seat is $79/month.
Everything in Base, plus:
- ✔Swivel Client Portal
- ✔Increased Document Storage
- ✔Increased Text & Email Allotments
Premier
$1000 /month
$12,000/Year with setup fees waived
Best for organizations that are looking to save time with automatic data input or need greater visibility into sales and marketing efforts across teams.
Contact Sales*Price listed above includes 7 seats. Each additional seat is $79/month.
Everything in Professional, plus:
- ✔Swivel Sync
- ✔Premier Onboarding
- ✔Premier Support
- ✔Network View
**Additional $1,000 Swivel Sync setup fee applies.
Enterprise
Custom
Best for organizations that manage large teams or multiple agents (like an IMO or FMO), need CRM customization, and tailored workflows.
Contact SalesEverything in Premier, plus additional customizations including:
- ✔Seats
- ✔Tenant Configuration
- ✔Onboarding Assistance
Compare Features
| Features | Base | Professional | Premier | Enterprise |
|---|---|---|---|---|
| Contacts Household & Association View, Policies & Accounts |
Unlimited | Unlimited | Unlimited | Unlimited |
| Email & Calendar Account Integration | ✔ | ✔ | ✔ | ✔ |
| Email Broadcast and 1:1 Emailing |
1,000/month | 10,000/month | 20,000/month | Custom |
| Email Templates | ✔ | ✔ | ✔ | ✔ |
| Calendar & Appointment Management | ✔ | ✔ | ✔ | ✔ |
| Workflow & Task Management | ✔ | ✔ | ✔ | ✔ |
| Text Messaging* Broadcast, Conversational Texts, and Message Center |
1,000/month | 2,000/month | 5,000/month | Custom |
| Sales Pipeline Customization Leads, Opportunities, and Clients |
✔ | ✔ | ✔ | ✔ |
| Screenshare | 600min/month | 2,500/month | 5,000min/month | Custom |
| Swivel Summary | ✔ | ✔ | ✔ | ✔ |
| Swivel Connect Mobile Application | ✔ | ✔ | ✔ | ✔ |
| Click to Dial | ✔ | ✔ | ✔ | ✔ |
| Document Storage | 10GB | 50GB | 100GB | Custom |
| Reports Sales, Annual Review, Birthdays and More |
✔ | ✔ | ✔ | ✔ |
| Campaign Management Analytics and Reporting |
✔ | ✔ | ✔ | ✔ |
| Event & Seminar Management | ✔ | ✔ | ✔ | ✔ |
| Account Customizations Branding, User Groups, Visibility Restrictions |
✔ | ✔ | ✔ | ✔ |
| Agent Goals Tracking | ✔ | ✔ | ✔ | ✔ |
| Commission Management | ✔ | ✔ | ✔ | ✔ |
| Swivel Client Portal | — | ✔ | ✔ | ✔ |
| Automations | ✔ | ✔ | ✔ | ✔ |
| Swivel Sync | — | — | ✔ | ✔ |
| Network View | — | — | ✔ | ✔ |
*additional setup fees may apply
**additional $1,000 one-time fee applies to Swivel Sync setup