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Savicor InsightsBeta

Your key numbers, with the working shown.

KPIs across CRM, Finance, Projects and People, compared with the period before, and reports you build and save. In beta, part of the Professional and Business plans.

Start free with CRM See pricing

In Professional, Business and Enterprise, which open once billing is connected.

Switch the period and every number follows, next to the period before. From a demo organisation with example data.

What you can do

See your numbers without building a spreadsheet.

Start free with CRMSee pricing
  • Revenue, win rate and pipeline on one dashboard.
  • Email and activity counts per person, for the weekly meeting.
  • Reports on deals, invoices, expenses, time and leave, saved for next time.
  • Every number explains how it is worked out.

The screens

How the parts fit together.

Real screens from a demo organisation with example data.

Dashboard

Revenue, win rate and pipeline from every app, compared with the period before.

The Insights dashboard with key numbers and charts for the chosen period.

Team

Emails, replies, calls, tasks and won deals per person, for the weekly meeting.

The team report with emails sent and received, reply time, calls, meetings, tasks done and deals won per person.

Metrics

Every number explains itself.

Open any metric to see how it is calculated. Numbers are compared with the period before and follow your permissions: people see only what they may see.

  • 30 days, 90 days or 12 months
  • Sales, customers, activity, finance, people and delivery

Reports

Build a report, save it for the team.

Pick what to report on, what to count and how to group it: deals, invoices, expenses, time or leave. Save the report so everyone in the organisation can open it.

  • Charts and a table with shares
  • Covers only the records you may see

Across apps

Sales and delivery side by side.

Won revenue per month next to the hours logged in Projects, and finance next to the pipeline, because every app works on the same data.

  • Metrics appear as you switch apps on

Part of the platform

One record, one login, one set of permissions.

Savicor Insights works on the same customers, team and roles as the other apps, so nothing is copied between them.

  • One loginSign in once with two-factor authentication and move between apps.
  • One recordA customer exists once, with what every app knows about it.
  • One set of permissionsRoles are set once and apply in every app, down to the records each person sees.

With the other apps

Who it is for

Made for small and mid-sized teams.

  • Owners

    How sales, cash and delivery are doing, on one page.

  • Sales leads

    Win rate, deal size and sales cycle against the period before.

  • Anyone who asks why

    Every metric says how it is calculated.

Pricing

From €19

per user per month, excl. VAT

  • Starter: not included€0 per user
  • Professional: included€19 per user
  • Business: included€39 per user
  • Enterprise: includedCustom

Savicor Insights is in beta. Billing is not live yet: prices are indicative until it opens. See pricing

Questions

Can I build dashboards?
Not yet. Reports are tables and bar or line charts over a fixed set of data. Pinning reports to a dashboard is not there yet.
Can I use Insights today?
Insights is in beta and part of the Professional and Business plans, which open once billing is connected. Until then you can start free with the CRM.

Start with CRM today.

Savicor Insights comes with Professional, Business and Enterprise, which open once billing is connected. Start on the free Starter plan now and switch it on when your plan includes it.

Start free with CRMSee pricing