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Savicor FlowBeta

The routine work, done the moment it is due.

Automations that start when something happens in your apps or on a schedule, with a fixed set of safe actions and a log of every run. In beta, part of the Business plan.

Start free with CRM See pricing

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

Name it, choose what starts it and what it does, save it, and it runs by itself from then on. From a demo organisation with example data.

What you can do

Let the routine work happen by itself.

Start free with CRMSee pricing
  • Create a kickoff task the moment a deal is won.
  • Tell the right people when an invoice is paid.
  • Tag new contacts and mark hot deals by rules you set.
  • Run checks on a schedule, at the time you choose.

The screens

How the parts fit together.

Real screens from a demo organisation with example data.

Automation

When something happens in one app, Flow does the next step in another.

An automation: when a deal is won, create a kickoff task and notify the admins.

Triggers

Start from what happens in your apps.

Pick what starts an automation: a deal or ticket that moves, a new contact, an invoice that is paid or overdue, or a schedule. Narrow it down by stage or value.

  • Placeholders such as {{deal}} and {{company}} in titles

Recipes

Start from a recipe.

Add a ready automation in one click, then adjust it to your team: kick off won deals, follow up new leads, chase overdue invoices.

  • Up to five actions, run in order
  • Tasks, notifications, tags, hot deals and webhooks

Guard rails

Automations that cannot run away.

Automations do not start each other and run at most 100 times a minute each. Every run is logged with what it did, so you can see why a task appeared.

  • A fixed set of safe actions
  • A run log per automation

Webhooks

Signed webhooks to your own systems.

The Send a webhook action posts JSON to an https address of yours, signed with your secret and retried when it fails. Private and local addresses are refused.

  • HMAC-SHA256 signature with a timestamp

Part of the platform

One record, one login, one set of permissions.

Savicor Flow 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.

  • Teams with a routine

    The same task after every won deal, without anyone remembering it.

  • Admins who want to know

    Notifications for big deals and overdue invoices, in one place.

  • Builders

    Signed webhooks to your own systems when something changes.

Pricing

From €39

per user per month, excl. VAT

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

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

Questions

When do scheduled automations run?
Once a day in the morning (UTC), every day, every working day, once a week or once a month. Choosing an exact time is not possible yet.
Can an automation start another one?
No. Automations never trigger each other, so one change cannot set off a chain.
Can I use Flow today?
Flow is in beta and part of the Business plan, which opens once billing is connected. Until then you can start free with the CRM.

Start with CRM today.

Savicor Flow comes with 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