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Getting Started
What you have, how it works, and exactly what happens over your first week.
📦What you have
You have your own hosted account on the Savvy Foundations CRM platform — a single place to capture leads, book appointments, send email and text, take payment, publish content, and automate the follow-up in between.
Your account is yours. Every contact, page, workflow, and message inside it belongs to your business. Savvy Foundations hosts and maintains the platform underneath it.
Savvy Foundations is a hosting platform. We provision your branded account, keep it running, and give you the documentation and support to run it yourself. You build inside it — that's the point. You are never waiting on someone else to change a headline.
🗺️Your first week, in order
Onboarding is eight setup steps. Do them in sequence. Step 3 depends on Step 2, Step 6 depends on Step 7 being thought through first, and so on — the order is not decorative.
- Step 1 — Business ProfileYour brand identity inside the platform
- Step 2 — DomainConnect your domain to funnels and pages
- Step 3 — Email ServicesMake sure your messages reach inboxes
- Step 4 — Phone & SMSSet up text messaging for your business
- Step 5 — CalendarBooking links that work while you sleep
- Step 6 — ContactsImport and organize the people you already know
- Step 7 — Custom FieldsCapture the data your business actually uses
- Step 8 — User AccessAdd your team with the right permissions
📖Read these four pages before you build anything
Ten minutes now, hours saved later.
Setup Checklist
Every task in the eight steps, in one printable list.
Understanding Your Plan Limits
What's included and what's metered.
Email Sending Limits
How to protect your sender reputation from day one.
Support Boundaries
What we handle, what you handle.
💬How support works
This is a self-managed platform. You're in control, and we back you with documentation, guided setup, and a support desk during published hours.
Before you send a ticket, check this site — most answers are already here, and you'll get them faster. When you do need us, Support Boundaries explains what's covered and how to write a request we can act on immediately.
Name things clearly as you build. Future you, and anyone you hire, will be reading these names cold. A workflow called New Lead — Text Follow-Up is worth ten minutes more thought than one called Workflow 1.