Forget the scattered post-it notes and endless spreadsheets! Designed for ease of use, the Savvyy dashboard provides a bird's eye view of your leads, activities and tasks.
By cutting out time you spend switching between the many applications, documents and lists used to manage your business, Savvyy saves you time and ensures you follow up on every lead and maximize revenue.
Grouping and filtering made easy! Tags are defined by you and can be attached to anything. Want to track all your west coast leads, tag them with #westcoast. Looking to group all your fintech contacts and companies, tag them with #fintech. It's that easy.
Quickly filter and locate items using Savvyy's integrated search function. Search any tag to conveniently bring up any items associated with it!
Keep track of your next steps! Savvyy emails you daily reminders with your upcoming to-dos so that you always remember what you need to accomplish next.
Look back on what you've achieved + set new goals. Savvyy shows a summary of your activities each day and allows you to set new targets.
FACT: people do business with people they like. Savvyy encourages you to note your interactions with contacts, so you remember to focus on growing those important relationships.
Transform contacts into meaningful relationships. Remember what someone's up to in their lives or tidbits about their children. Savvyy encourages you to remember and jot down these items, so that you may connect purposefully with those in your network.
Even with all the Savvyy tools, business development can be hard. The journal gives you a private space to reflect on each day's ups and downs. Writing even a few sentences every day helps to keep you focused and determined.
Savvyy can even send you a daily reminder to help you maintain this important practice.
Record today's activity and review tomorrow's plans to get the bigger picture.
Like emailing yourself? Email anything (leads, notes, PDFs) to Savvyy and we'll categorise it and save it in your database. See how.
Had a productive call with someone you met at a trade show? Want to start building intelligence about a new market? Jot down notes for easy reference and keep building.
Remind yourself to follow up with a contact next month or check a company website for new opportunities.
Everyone thinks and organizes information differently. Savvyy lets you do it your way.
Came across a helpful online resource? Found an informative company report? Upload it to Savvvy.