Solutions
For teams that sell relationships.
Savicor is built for small and mid-sized businesses where a few people own many client relationships. Here is how different teams use the CRM today.
Agencies
Track new business from first contact to signed proposal, keep every email with the client it belongs to, and see which accounts have gone quiet.
Available today
- Pipeline with weighted forecast
- Shared inbox, linked to each client
- Follow-up reminders
Consultancies and professional services
Partners see the whole pipeline, consultants see their own, and nothing leaves the firm without the right role.
Available today
- Manager and read-only roles
- Audit log
- CSV export for managers
Growing sales teams
Quotas per rep, a dashboard built from live data, and a clear list of who is waiting on whom.
Available today
- Quota tracking
- Waiting-on-you list
- Daily digest
Honest fit
When Savicor is not the right choice yet.
Better to know now than after you have moved your data.
- You need single sign-on (SAML) or an independent security certification.
- You need payroll or salary administration. People deliberately keeps no salary or medical data.
- You need to pay for a larger plan today. Billing is not live yet.
Try it with your own pipeline.
Starter is free for small teams. Import your contacts and deals from a CSV file and invite your colleagues.