Swivo
Dashboard
Studio Plan
5
Gifts Sent
4
Active Recipients
63
38 employees · 25 clients
Upcoming (30 days)
5
5 milestones ahead
Budget Used
$336
17% of $2,000
Monthly Spending
$96
Jan
$144
Feb
$192
Mar
$240
Apr
May
Jun
Jul
Aug
Sep
$48
Oct
$96
Nov
$144
Dec
Gift Type Breakdown
Signature Gift Box4 (57%)
Milk Chocolate Trio Gift Box3 (43%)
Top Recipients
J
Jordan Reeves
2 gifts · $96
C
Crane & Co.
2 gifts · $96
A
Anika Shah
1 gift · $48
M
Marcus Webb
1 gift · $48
D
Devon Chase
1 gift · $48
Upcoming Moments
🎂
Marcus Webb
Birthday · Employee
SweetSway orders take 6–8 business days — order soon to arrive in time
3 days
🏆
Priya Nair
Work Anniversary
SweetSway orders take 6–8 business days — order soon to arrive in time
7 days
🎁
Holloway Group
Q2 Client Appreciation
SweetSway orders take 6–8 business days — order soon to arrive in time
11 days
🎂
Devon Chase
Birthday · Client
18 days
🏆
Tasha Monroe
Work Anniversary
24 days
Recent Activity
RecipientGiftAmountStatus
Jordan ReevesSignature Gift Box$48Delivered
Anika ShahMilk Chocolate Trio Gift Box$48Delivered
Crane & Co.Signature Gift Box$48Approved
Leo ParkSignature Gift Box$48Pending
Nina BrooksMilk Chocolate Trio Gift Box$48Pending
The whole idea, in one screen

Swivo helps busy professionals stay thoughtful. Add your people once, tailor how each one likes to be recognized, and Swivo runs quietly in the background.

👥
Step 01

Add your people.

Import contacts once. Set milestones like start dates, birthdays, and closings, and Swivo tracks the rest.

Step 02

Swivo tailors the gesture.

Every person is different. Tag a Connection Style in seconds to shape future gestures around how they like to be recognized, or skip it entirely and Swivo still works.

Step 03

It sends itself.

No reminders to set, no last minute scrambling. Swivo handles timing and delivery automatically.

Connection Styles

Not everyone feels appreciated the same way. Tag how someone likes to be recognized once, and Swivo shapes future gestures around it. This is optional. Swivo still runs flawlessly without it.

Affirming Words
A genuine note lands best.
Helpful Actions
Removing a task speaks volumes.
Thoughtful Gifts
A well chosen gift is what registers.
Shared Time
A coffee or call over anything material.
Public Recognition
Being acknowledged in front of others.
Gift Notifications

Swivo keeps you in the loop at every stage:

🔔
Upcoming
You'll see upcoming milestones on your dashboard 30 days in advance, so you have time to prepare.
Order Created
When a gifting rule triggers, Swivo drafts an order in your queue and notifies you via email — it stays pending your approval so you stay in full control of every gift that goes out.
📦
Shipped & Delivered
Orders move through Shipped → Delivered status so you always know where things stand.

Estimated Relationship Value Preserved

$25,536

Based on avg. cost to replace an employee (1.5× salary) and client churn prevention. Updated from your real order data.

7Gifts Sent YTD
$336Total Spent
76×Est. ROI Multiplier
Gifts Sent by Month
2
Oct
3
Nov
4
Dec
2
Jan
3
Feb
4
Mar
3
Apr
Budget vs. Spend
Monthly Budget$2,000
$336 used · $1,664 remaining
$48
Avg. cost per gift
17%
Budget utilization
Relationship Coverage

% of recipients who received at least one touchpoint this quarter.

84%
Employee Birthday Coverage
91%
Work Anniversary Coverage
68%
Client Touchpoint Coverage
How We Calculate ROI
ℹ️These estimates use industry benchmarks combined with your real Swivo data.
MetricBenchmarkSource
Cost to replace one employee1.5× annual salary (~$67,500 avg.)SHRM 2024
Turnover reduction via recognition31% lower turnoverGallup
Client retention lift from appreciation5% increase = 25% profit ↑Harvard Business Review
Avg. gift value multiplier76× estimated return per dollarSwivo model
Company Profile
Learn more about SweetSway
Recipients
63 of 100 used
💡 CSV Import: Upload a CSV file with columns: Name (required), Email, Type (employee/client), Birthday (MM-DD), Anniversary (MM-DD).
Employees (38)
Clients (25)
NameTypeBirthdayAnniversaryActions
Marcus WebbAffirming Words
marcus@brightfield.co
employeeApr 4Mar 2021
Priya NairThoughtful Gifts
priya@brightfield.co
employeeAug 12Apr 2022
Tasha MonroePublic Recognition
tasha@brightfield.co
employeeJun 29Apr 2020
Leo Park
leo@brightfield.co
employeeSep 3Mar 2025
Nina BrooksShared Time
nina@brightfield.co
employeeApr 21Jan 2023
Recognition Rules
5 used · Unlimited
How Recognition Rules work

Rules automatically create gift orders when a recipient's milestone matches the trigger. For example:

🎂
Employee Birthday → Signature Gift Box ($48) → Order created 2 days before
When an employee's birthday is 2 days away, a pending order is automatically created for your approval.
🎂
Birthday GiftTrigger: Birthday
Signature Gift Box · $48 · 2 days before
🏆
Work Anniversary GiftTrigger: Work Anniversary
Milk Chocolate Trio Gift Box · $48 · On the date
🌟
Holiday GiftTrigger: Holiday
Signature Gift Box · $48 · Holiday week
👋
New Hire WelcomeTrigger: New Hire Start Date
Signature Gift Box · $48 · On start date
💼
Deal Closing GiftTrigger: Deal Closed
Milk Chocolate Trio Gift Box · $48 · Same day
Activity Queue
View, track, and manage all your gift orders.
DateRecipientGiftAmountTrackingActions
Apr 1, 2025Jordan ReevesSignature Gift Box$48Delivered
Apr 1, 2025Anika ShahMilk Chocolate Trio Gift Box$48Delivered
Mar 28, 2025Crane & Co.Signature Gift Box$48Shipped
Mar 15, 2025Leo ParkSignature Gift Box$48Order Created
Mar 10, 2025Nina BrooksMilk Chocolate Trio Gift Box$48Order Created
Apr 2, 2025Marcus WebbSignature Gift Box$48Order Created
Apr 5, 2025Devon ChaseMilk Chocolate Trio Gift Box$48Shipped
Current Plan
Studio
$99/mo
Up to 100 recipients · Unlimited rules · ROI tracker · Custom notes
YTD Gift Spend
$336
7 orders
Total Orders
7
Order History
DateRecipientGiftAmountStatus
Apr 1, 2025Jordan ReevesSignature Gift Box$48Delivered
Apr 1, 2025Anika ShahMilk Chocolate Trio Gift Box$48Delivered
Mar 28, 2025Crane & Co.Signature Gift Box$48Approved
Mar 15, 2025Leo ParkSignature Gift Box$48Pending
Mar 10, 2025Nina BrooksMilk Chocolate Trio Gift Box$48Pending
Apr 2, 2025Marcus WebbSignature Gift Box$48Pending
Apr 5, 2025Devon ChaseMilk Chocolate Trio Gift Box$48Approved
Downloadable Reports

Generate print-friendly reports or export CSV files for your accounting records.

📋

Monthly Order Summary

Detailed breakdown of all gift orders for a specific month. Includes recipient names, gift types, amounts, and totals.

📊

Annual Gifting Report

Year-end summary with monthly breakdown, gift type analysis, recipient coverage, and complete order log.

💡 Tip: PDF reports open in a new tab — use "Print / Save PDF" to download. CSV files download directly and can be imported into QuickBooks, Excel, or any accounting software.
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