WORK THE WAY YOU WANT

Base

$80/month

$960 paid on a yearly-basis

Best for individuals who need a simple CRM for tracking leads, managing contacts, and organizing sales activities.

Our basic CRM features include:

  • ✔1 seat includedadditional seats $79/month
  • ✔Swivel Summary
  • ✔Swivel Connect Mobile App
  • ✔Communication Hub
  • ✔Calendar Management
  • ✔Automations

Professional

$500/month

$6,000 paid on a yearly-basis

Best for organizations that require advanced CRM functionalities to manage larger teams, customer relationships, and workflows at scale.

Contact Sales

Everything in Base, plus:

  • ✔5 seats includedadditional seats $79/month
  • ✔Swivel Client Portal
  • ✔Increased Document Storage
  • ✔Increased Text & Email Allotments
Most Popular

Premier

$1000/month

$12,000 paid on a yearly-basis

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

Everything in Professional, plus:

  • ✔7 seats includedadditional seats $79/month
  • ✔Swivel Sync
  • ✔Premier Onboarding
  • ✔Premier Support
  • ✔Network View

Enterprise

Custom

Custom pricing with multi-year contracts and minimum spend

Best for organizations that manage large teams or multiple agents (like an IMO or FMO), need CRM customization, and tailored workflows.

Contact Sales

Everything in Premier, plus:

  • ✔Custom seat counts
  • ✔Custom Pricing & Payment Options
  • ✔Custom Add-on Allotments
  • ✔Custom Downline Packages
  • ✔IMO/FMO Feature Packages
  • ✔Branding

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Features Base Professional Premier Enterprise
Contacts
Household & Association View, Policies & Accounts		 UnlimitedUnlimitedUnlimitedUnlimited
Email & Calendar Account Integration ✔✔✔✔
Email
Broadcast and 1:1 Emailing		 1,000/month10,000/month20,000/monthCustom
Email Templates ✔✔✔✔
Calendar & Appointment Management ✔✔✔✔
Workflow & Task Management ✔✔✔✔
Text Messaging*
Broadcast, Conversational Texts, and Message Center		 1,000/month2,000/month5,000/monthCustom
Sales Pipeline Customization
Leads, Opportunities, and Clients		 ✔✔✔✔
Screenshare 600min/month2,500/month5,000min/monthCustom
Swivel Summary ✔✔✔✔
Swivel Connect Mobile Application ✔✔✔✔
Click to Dial ✔✔✔✔
Document Storage 10GB50GB100GBCustom
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