Platform
One platform, connected apps.
Savicor is a set of business apps that share one account system, one permission model and one copy of your data. CRM is the first app and is available today.
One account
Sign in once with two-factor authentication and move between apps without signing in again.
Organisations
Each organisation has its own members, settings, currency and timezone. You can belong to several and switch between them.
Roles that apply everywhere
Owner, admin, manager, member and read-only, enforced by the database for every app.
Apps you switch on
Admins decide which apps their organisation uses. What a plan includes is checked on the server.
The apps
What each app does today.
Status is shown honestly. Beta means it works end to end with a deliberately limited scope; planned means designed, not built.
Savicor CRM
Contacts, companies, deals, pipeline and follow-ups.
What works today
- Contacts and companies with full interaction history
- Deal pipeline with weighted forecasts
- Shared inbox with follow-up rules
- Activities, tasks and reminders
Savicor Finance
Invoices, expenses, budgets and cash flow.
What works today
- Invoices with lines, VAT and numbering on sending, linked to CRM companies and deals
- Expenses with categories, suppliers and projects
- Yearly budgets per category against actual spend
- Cash flow overview, printable invoices and CSV export
Savicor Projects
Projects, tasks, deadlines and time.
What works today
- Projects linked to won deals and companies
- Tasks and subtasks with owners and deadlines
- Time entries and project budgets
- Progress and workload per person
Savicor People
Directory, teams, onboarding and leave.
What works today
- Directory with departments, managers and who is away
- Leave requests with manager approval and a yearly vacation balance
- Onboarding checklists per person
- Private details visible only to the person and admins; no salary or medical data
Savicor Flow
Automations, approvals and notifications.
What works today
- Triggers: a deal created, moved, won or lost, a new contact, an invoice paid
- Conditions on stage, value and contact status
- A fixed set of safe actions: tasks, notifications, tags, hot deals
- Run log per automation, no chains between automations, a rate limit per minute
Savicor Insights
KPIs and reports across your apps.
What works today
- Revenue, win rate, sales cycle and pipeline from CRM
- Customer and activity metrics with the period before
- Delivery metrics from Projects when it is on
- Every metric explains how it is calculated and follows your permissions
- Reports on deals, invoices, expenses, time and leave, grouped your way and saved
Real screens from a demo organisation with example data.
Start with CRM today.
Create your organisation on the free Starter plan. Other apps use the same account and data once your plan includes them.