As the world’s most flexible financial services CRM, Swivel automates tasks and custom workflows so FMOs, IMOs, agents and advisors can work smarter, not harder. From insurance and annuities to medicare and wealth management, Swivel does it all.
| Website | https://swivelcrm.com |
| Employees | 13 (8 on RocketReach) |
| Address | 10820 Shawnee Mission Pkwy Suite 301, Shawnee, Kansas 66203, US |
| Industry | Software Development |
| Keywords | Financial Services Crm, Customer Relationship Management, Crm Software, Financial Crm, Insurance Crm, Agent Crm, Flexible Crm, Client Management Software, Advisor Crm, Crm Solutions, Sales Automation, Business Automation, Task Automation, Workflow Automation, Productivity Tools |
| Competitors | Microsoft, Salesforce, HubSpot, Zoho, Freshworks, Pipedrive, Keap, Insightly - Modern CRM 🧡, Nutshell, Bitrix24 +40 more (view full list) |
Looking for a particular Swivel employee's phone or email?
Swivel Questions
Jared Larsen is the Chief Revenue Officer (CRO) of Swivel.
8 people are employed at Swivel.
Swivel is based in Shawnee, Kansas.
Top Swivel Employees
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Jared Larsen
Chief Revenue Officer (CRO) at Swivel
Meridian, ID, US24 -
Joshua Marchello
Senior Software Engineer at Swivel
Kansas City, MO, US22 -
Boni Newberry
Customer Success and Education Leader at Swivel
Kansas City, MO, US13 -
Matt Walker
Owner, CEO at Swivel
Kansas City, MO, US23 -
Mark Overman
Software Engineer at Swivel
Shawnee, KS, US22 -
Sissy Agee
Financial Controller at Swivel
Greenwood, MO, US23 -
Danny Ellis
Software Engineer at Swivel
Kansas City, MO, US11 -
Jacob Sloop
Software Engineer at Swivel
Kansas City, MO, US
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