BRING YOUR FILES, NOT JUST YOUR DATA
Years of client documents shouldn't be left behind. We'll transfer your files from any source and organize them by client in Swivel — so everything's in one place.
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Your documents are scattered. We fix that.
Most CRM migrations move your data — contacts, policies, notes — but leave your documents behind. Applications, signed forms, ID copies, statements, and years of client files stay trapped in your old system or scattered across folders. Starting fresh in Swivel shouldn't mean losing access to the files you need.
ALL YOUR CLIENT DOCUMENTS, ORGANIZED
Document Type
Description
DOCUMENTS FROM ANYWHERE
Your Old CRM
Redtail, Wealthbox, Salesforce, AgencyBloc, or any other system with exportable documents. We extract and organize.
Cloud Storage
Google Drive, Dropbox, OneDrive, Box — if your files live in the cloud, we can pull them into Swivel.
Local Folders
Documents saved on your computer or network drive? We'll work with you to get them into Swivel, organized by client.
HOW DOCUMENT TRANSFER WORKS
1. Discovery & Assessment
2. Export & Handoff
3. Organization & Matching
4. Document Review (if needed)
5. Upload & Validation
6. You're Set
Pricing based on your situation
Document transfer pricing depends on three factors:
We'll assess your situation and give you a clear, upfront quote.
Frequently Asked Question
Is document transfer included with data migration?
How long does document transfer take?
What if my documents aren't organized by client?
Can you transfer documents from multiple sources?
What file types do you support?
Let's get your documents into Swivel
Contact our team to assess your document transfer needs and get a custom quote.
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GET
IN
TOUCH
support@swivelcrm.com / support@swivelcrm.com /
