Your CRM, set up free.
Call Savvys gives you the Pipelio CRM, a $348 per year value, set up for you at no extra cost with every calling plan, or we plug into the CRM you already use. Booked leads and full call recordings flow in automatically, your pipeline and follow-up reminders are configured for you, and there is no lock-in. You open the CRM to live deals, not a spreadsheet.
What is included
A CRM only helps if it is set up right and actually fed. We handle both, so the system works your deals instead of becoming another tab you ignore.
Free Pipelio CRM
The Pipelio CRM, normally $348 per year, included free and fully configured with every Call Savvys calling plan.
Done-for-you setup
We build your pipeline, stages, and lead routing for you. No templates to wrestle, no configuration on your plate.
Leads and recordings auto-synced
Every booked lead from your campaign syncs in real time with the full call recording and notes attached.
Follow-up reminders built in
Automated reminders and a clear pipeline mean every motivated seller gets worked on time, not forgotten.
No lock-in
Keep your own CRM if you prefer. We sync to GoHighLevel, Podio, Salesforce, and others, and your data is always yours.
Real money saved
A $348 per year CRM at no extra cost, with setup that would cost you days to do yourself, handled.
Built for real estate operators
Real estate is our core. Whether you run one pipeline or a team, a clean CRM is what keeps deals from leaking. We configure it around how each operator actually works.
Not in real estate? We also set up CRMs for adjacent home and property industries, each with its own page and playbook.
How it works
From kickoff to a configured CRM that works your deals automatically, as part of the roughly 5-day onboarding. See the full process.
20-minute kickoff
We learn your process and pick Pipelio or your own CRM.
We configure your pipeline
Stages, routing, recordings, and reminders, all set up for you.
Leads and recordings flow in
Booked leads sync automatically with notes and the recording.
You work deals
Open the CRM to a clean, prioritized pipeline, not a spreadsheet.
Why a connected CRM matters
Most operators lose more deals to bad follow-up than to bad leads. A lead in a spreadsheet has no reminder, no recording, and no next step, so it goes cold. A configured CRM that is fed automatically turns every booked conversation into a tracked, worked deal. That is the last mile under our results: 10,000+ dials a day, 150k+ leads delivered, and $18M+ in closed deals. It ties together appointment setting and inbound follow-up so the leads we generate actually get closed, not lost.
How it compares
A set-up, fed CRM versus the usual ways operators try to track leads. See the full comparison.
| Option | Cost | Setup | Recordings attached | Follow-up |
|---|---|---|---|---|
| Call Savvys (Pipelio) | Free with plan | Done for you | Yes | Reminders built in |
| Buy a CRM yourself | Monthly fees | You configure it | If you wire it | You build it |
| Spreadsheets | Free | Manual | No | Easy to forget |
| No system | None | None | No | Leads go cold |
Typical figures as of June 2026.
When our CRM setup is the right move (and when not)
The honest read.
A strong fit if
You are running a Call Savvys campaign and want booked leads and recordings landing in one organized place, set up for you, at no extra cost.
Often a fit if
Your leads live in a spreadsheet or inbox, follow-up is inconsistent, or your current CRM is a mess nobody configured properly.
Probably not yet if
You already run a tightly configured CRM you love and have no calling campaign to feed it. In that case we simply sync to it.
A $348 per year CRM, free and set up for you
The Pipelio CRM is included at no extra cost with every calling plan, configured for your pipeline, with leads and recordings synced automatically. No lock-in, and your data is always yours. Prefer your own CRM? We plug into it instead.
CRM setup questions
The ones operators ask before they move their pipeline over.
Stop losing deals in a spreadsheet.
Book a free strategy call and we will show you the CRM, set up around how you actually work.
Book my free strategy call