Swivel Portal

发行商 Advisor First, LLC AppTrack Ninja。

Companion app for Swivel CRM

Swivel Portal is the companion mobile app to Swivel CRM's web-based application. The Swivel Client Portal gives clients access into information directly from their agent or advisor. Clients can view a snapshot of their accounts and policies at a point in time as well as their upcoming appointments. They also can view company, agent, advisor, or staff contact information directly from the portal. Key features include: • Real-time sync: Get updates directly from your agent or advisor directly in your client portal login including appointments scheduled and account or policy updates. • Enhanced …

分类: Business

的 App Store 排名、截图、估算和类似应用。 Swivel Portal.