Everything included with Savvy Foundations
Savvy Foundations provides full access to core CRM features and modules, subject to plan limits and usage-based billing where applicable.
One platform. One account. Clear limits. Transparent billing.
CRM & pipeline management
Contacts & opportunities
Store, manage, and organize contacts and associated opportunities.
Pipelines
Track deals, leads, and workflows across customizable pipeline stages.
Tasks & activity tracking
Monitor activity history, notes, and task progression inside each record.
Scheduling, forms & intake
Calendars
Create booking calendars for appointments, events, and availability.
Forms & surveys
Collect leads, information, and responses through customizable forms.
Embedded & hosted pages
Embed forms and calendars on websites or host them directly.
Automations & workflows
Workflow automation
Automate follow-ups, internal actions, and status changes.
Triggers & conditions
Trigger actions based on events, form submissions, or status updates.
Multi-step logic
Create branching logic for complex customer journeys.
Funnels, websites & email
Funnels & websites
Build landing pages, funnels, and multi-page websites.
Email campaigns
Send broadcast and automated emails (sending limits apply).
Email tracking
Track delivery, opens, clicks, and engagement metrics.
Content & client experiences
Memberships & courses
Create gated content, courses, and member-only access areas.
Blogs
Publish blog posts and content directly within the platform.
Social planner
Plan and schedule social content across connected channels.
Reputation & visibility
Review requests
Request and manage customer reviews across supported platforms.
Reputation tools
Monitor feedback and manage online reputation from one place.
Important notes
- Messaging and calling services are not included and are billed separately based on usage.
- Email sending is subject to monthly limits; overages are billed separately.
- No custom setup, configuration, or consulting is included with platform access.
- Accounts are provisioned manually and access is granted within 1 business day.
Ready to get started?
Choose your plan and get access to the full Savvy Foundations platform.