CRM
Everything about your clients, in one place.
Data, documents, conversations, opportunities and missions in a single file. Answer your clients with AI, as a team.
Select a file.
Stop searching. It's all in the file.
No more searching across your production software, payroll and inbox. The client file brings everything together, updates itself, and the whole team works on it together.
Client file
All the data, synced
Accounting, payroll, tax: key data flows in from your connectors, no re-entry.
SARL · Lyon · Retail
Documents and history
Documents, engagement letters, deliverables and the client's full history, filed in the right place.
SARL · Lyon · Retail
Documents
2025 accounts.pdf
Deliverable2026 engagement letter.pdf
SignedQ3 bank statements.pdf
DocumentHistory
Opportunities and missions
What Saveria detected for this client, and the missions in progress or signed.
SARL · Lyon · Retail
Dormant cash
Engagement letter signed
Cash investment · In progress
SARL · Lyon · Retail
Client conversations
Every conversation, in the file
Emails automatically attached to the right client.
How is the investment going?
And the forecast?
Cash review, 12/03
Saveria AI
The client is asking for a progress update.
AI helps you reply
Saveria summarizes the conversation, drafts a reply from the client file and suggests the next step. You review, you send.
How is the investment going?
And the forecast?
Cash review, 12/03
Saveria AI
The investment is being subscribed.
You'll receive the forecast on Thursday.
Next step: send the forecast on Thursday
SendReply as a team
Internal notes, mentions, assignment: the right person answers, partners keep an eye on sensitive topics.
How is the investment going?
And the forecast?
Cash review, 12/03
Internal note · visible to the team
How is the investment going?
And the forecast?
Cash review, 12/03
Saveria AI
The client is asking for a progress update.
Your next chapter, with Saveria.
Let’s see what Saveria can do for your firm.