New Year. Same Goal - work smarter, not harder with Swivel. In 2026 we will continue to bring enhancements and features to Swivel so your CRM works the way you do. 💪

Release Highlights

Swivel Sync Dashboard

We’ve redesigned the Swivel Sync onboarding and configuration experience to be simple, unified, and customer-led. Users can now setup, configure, and have a full dashboard access point of their Swivel Sync device and carriers.

Leading Response API to Swivel

Users can now integrate with Leading Response (a lead and marketing vendor) to add contacts to Swivel. These contacts can be associated to marketing events hosted by your organization. To learn more about this integration, please visit our help article below:

Opportunity Stale Date

Within the opportunity board view, users can now configure a Stale date within each sales stage. Configuring a stale date can bring attention to opportunities that have been sitting in a sales stage for an unwanted amount of time.

Custom Opt-In Messages for Texting

When sending text messages through Swivel, your contacts will receive and automated opt in message before they can receive messages from your account. Now, users can customize what they would like the opt in message to include or leave the default setting.

Other Enhancements

• Dynamic Entry to Create Vendors in Marketing Events
• Dynamic Entry to Create Institutions When Creating Transfers
• Automations Enhancements