01 Mobile-first sales CRM
Every lead.
Right person.
Right next step.
Savvy CRM brings capture, ownership, conversations, and follow-up into one focused rhythm—so a promising enquiry never becomes a forgotten row.
- Capture
- Every lead source
- Mobile
- iOS & Android
- Follow-up
- Always on time
Your sales day
In one view
Priority queue
Respond while it’s warm
live
Ananya Rao
Website enquiry · 2 min ago
Priya
Karthik N.
Referral · 16 min ago
Assign
Capture→Route→Respond→Follow up→Learn
02 The product loop
Sales momentum,
designed into the day.
The best CRM is not a database people update later. It is the place that tells the team what deserves attention now.
Always-on intake
Bring every enquiry into one clean queue.
Website forms, ad platforms, referrals, and secure webhooks flow into one dependable intake layer with clear source attribution.
- Direct and webhook-based lead capture
- Source mapping and duplicate protection
- Complete delivery history
Lead intake
+
New website enquiry
Verified · duplicate check passed
now
People & accounts
Contacts, companies, leads, ownership, tags, custom fields, and a complete activity trail.
Pipeline & tasks
Flexible stages, opportunity boards, tasks, notes, calendar views, and overdue visibility.
Google workspace
Keep Gmail conversations and Google Calendar activity in context without leaving the customer record.
Workflow automation
Event-driven rules can assign owners, create tasks, notify teams, and prepare message drafts.
Security & control
Tenant isolation, permissions, audit events, consent records, privacy exports, and deletion workflows.
Speed-to-lead layer
Direct Meta lead capture, instant alerts, person-first records, and one-tap WhatsApp from the lead screen.
Forecasts & insight
Response time, unattended leads, source quality, stage ageing, conversion, win/loss reasons, and forecast clarity.
Customise without chaos
Custom fields, objects, views, validation, permissions, approvals, and governed workflow versions that remain understandable.
Connect CRM to operations
Versioned APIs, reliable webhooks, integration health, and clean handoffs to quotation, ERP, accounting, and support systems.
03 Native mobile, thoughtfully
Designed for the thumb.
Not shrunk for a phone.
Savvy CRM brings a dedicated, action-first experience to iOS and Android—with platform-quality interactions and the full speed-to-lead journey in a few taps.
Action-first home
New leads, due follow-ups, and overdue work—not desktop dashboards squeezed into cards.
Fast local actions
Call, email, message, add a note, and move a deal without hunting through menus.
Reliable on the move
Encrypted secure storage, offline-safe reads and drafts, background sync, deep links, and push notifications.
iOS native experience
Android native experience
Instant alerts action ready
04 Integrations
Meet the lead
where it begins.
Bring acquisition, conversations, calendar, and email together so every customer interaction arrives with useful context.
Webhooks & forms
Secure lead capture, flexible field mapping, delivery history, and duplicate handling.
Gmail
Keep email history, personal drafts, and customer conversations connected to the right record.
Google Calendar
See meetings and follow-ups alongside the customer timeline and daily action queue.
Facebook Lead Ads
Bring Page and Instant Form leads into Savvy CRM with campaign, ad, and form attribution.
Instagram Lead Ads
Capture Instagram enquiries with the campaign context your sales team needs to respond well.
WhatsApp Business
Turn WhatsApp enquiries into owned leads, then respond with connected conversations, templates, and delivery context.
Google Ads leads
Turn lead-form submissions into owned follow-ups with campaign and source attribution intact.
LinkedIn Lead Gen
Capture professional leads and preserve the campaign details behind every enquiry.
Integration principle
One capture pipeline underneath every provider: verified events, stable deduplication, clear attribution, retry visibility, and no silent lead loss.
05 Complete customer journey
One system.
Every handoff.
From first signal to won business, Savvy CRM keeps context, responsibility, and the next action moving together.
-
01 / Capture
Know the person from the first signal
Capture name, phone, email, source, campaign, and enquiry context from forms, ads, referrals, imports, and APIs.
-
02 / Respond
Make speed feel personal
Route the lead, alert the right owner, prepare a contextual response, and open call, email, SMS, or WhatsApp in a tap.
-
03 / Follow up
Keep every promise visible
Use My Day, reminders, tasks, sequences, templates, and reply-aware automation to keep momentum without robotic outreach.
-
04 / Grow
Learn what creates revenue
See response time, source quality, stage ageing, forecasts, wins, losses, and the activities that reliably move work forward.
06 Resources
A product people can
understand before they adopt.
Practical notes for buyers, operators, developers, and integration owners—not a library of vague marketing PDFs.
07 Straight answers
Before you ask.
What makes Savvy CRM different?
It is organised around the next useful action: capture the lead with context, place it with the right person, respond naturally, and keep follow-up moving across web and mobile.
Which lead sources and conversations fit?
Savvy CRM is designed for website forms and webhooks, Facebook and Instagram Lead Ads, Google Ads, LinkedIn Lead Gen, Gmail, Google Calendar, and WhatsApp Business.
What can the mobile apps do?
See priority leads, open customer context, call or message in one tap, add notes and tasks, move opportunities, receive alerts, and keep the day’s follow-ups visible.
Who is it designed for?
Small and growing sales teams that receive leads from forms, ads, referrals, and chat—and need fast ownership and consistent follow-up without enterprise CRM overhead.
08 Start with Savvy CRM
Build a calmer,
faster sales rhythm.
Create your organization, tell us how your team sells, and begin with a workspace shaped around your sales rhythm.