Savvy SFA keeps leads, deals, quotes, orders, invoices and field work on one record. Sales, finance and the people doing the work see the same customer and the same numbers.
No card needed. Prices in US dollars, per user, per month.
One customer record carries the whole job. Each step starts from the one before it, so nothing is typed twice and nobody has to ask where things stand.
Captured from your website's forms or entered by hand, scored, and routed to the right rep. First contact is chased until it happens.
Pipelines with stage requirements, probabilities and forecast calls, so managers see a slipping quarter while there's still time to act.
Built from the deal's products. Large discounts wait for a manager. The customer gets a PDF and a link to accept it online.
An accepted quote becomes a sales order. Invoices, payments, credit notes and overdue reminders follow from it.
Projects and work orders, a dispatch schedule, technicians' jobs on their phones (even offline), and the customer's sign-off.
Service contracts with instalment schedules. Renewal deals are opened for you before a contract lapses.
Link a Google, Microsoft 365 or IMAP mailbox. Customer emails file themselves under the contact, the account and the deal.
Anything waiting for a reply stays on the list until someone answers it, logs an activity or marks it handled. Managers can see what's waiting and for how long.
On Enterprise, each customer email also gets a short AI summary and a suggested next step.
Roles decide what each person can open and change, from a sales rep's own pipeline to the full picture.
Every new company starts with 14 days of everything. When the trial ends you keep your data and carry on with the Starter plan until you choose another.
Core CRM for a small team getting organised.
$12 USD per user / month
Up to 3 users
Start free trialIncludes
Quotes to invoices, delivery and work orders, forecasting, approvals, teams, email and calendar for growing businesses.
$29 USD per user / month
Up to 25 users
Start free trialEverything in Starter, plus
Everything, plus AI insights, territories, the API and webhooks, custom roles and the audit log.
$49 USD per user / month
Any number of users
Start free trialEverything in Professional, plus