SAVVY CRM

At More Life Resources we use SAVVY as our required CRM to streamline client management and communication. Please purchase using the link below.

Sign Up Here

Video Tutorials

1. SAVVY Set Up

2. CRM Dashboard

3. Contact List Overview

4. Contact Record Actions

5. Setting Up Your Calendar

6. Setting Up Your First Number

7. Calling Leads

8. Bulk Assigning Contacts

9. Lead Statuses and Pipeline Stages

10. Lead Statuses and Stages Explained

11. Importing Contacts and Lead Information

12. Appointment Management

Business Hours

Mon-Fri 8AM-8PM

Sat 11AM-2PM

Contact Us

[email protected]

(302) 359-5509

Charlotte, NC

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