Getting Started with Savvy CRM

Welcome to Savvy CRM, the superior headquarters for life insurance and medicare telesales leads and customer management.

CRM Tutorials

Step 1

Watch our Savvy CRM Tutorial videos to get familiar with the platform.

Watch now

Step 2

Hit the Savvy Setup tab in the left toolbar to start setting up your CRM.

Savvy Setup

Step 3

Learn our Proven Sales System with tools, hands-on training, & resources.

Get started

Get the Most Out of Your Savvy CRM!

Level up to our Professional plan, the lead-enhanced version of the platform for access to SMS and email marketing, website and funnel templates, a social planner platform, reporting, leads, and more.

Upgrade Plan

Looking for Leads and a Team?

Join our team of skilled agents, LifeShield Group, for access to leads, contracting, tools, training, and more! With LifeShield Group, you'll work alongside a team of agents who will guide and support you throughout your entire journey of becoming a profitable, successful agent.

Learn More

Make Your Business Go Online Today

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