Features / CRM

Stay Organized and Grow Your Business with Smarter CRM Solutions

Manage client relationships effortlessly by keeping all your contacts, communication, and tasks in one place. Nomad Savvy Tech’s CRM gives you the tools to automate follow-ups, track your sales pipeline, and keep appointments on schedule. Whether you’re running workshops, coaching sessions, or retreats, you’ll have everything you need to stay connected and on top of your business, no matter where you are.

What is the CRM feature?

The CRM (Customer Relationship Management) feature in Nomad Savvy Tech is a comprehensive tool that helps businesses organize, track, and manage all customer interactions and data in one place. It facilitates seamless tracking of interactions, automates communication workflows, and provides insightful analytics, all tailored for the dynamic lifestyle of digital nomads. This feature ensures your business stays connected with clients, optimizes engagement, and drives growth, no matter where in the world you are working from.

How Can Nomad Savvy Tech

Help With Your CRM?

  • Centralized Client Information: Keep all your client data and interaction history organized, so you can access details quickly and provide a personalized experience.

  • Lead Management: Track and manage potential clients from the first contact to conversion, helping you grow your customer base with ease.

  • Automated Follow-Ups: Set up automated reminders, tasks, and communication triggers to ensure you never miss an opportunity to engage or re-engage clients.

  • Sales Tracking: Monitor your sales pipeline, spot trends, and identify areas for improvement to close more deals and grow your revenue.

Discover How You Can Put It to Use...

Unified Contact Management: Your Single Source of Truth"

  • No More Lost Contacts: Consolidate all client data from disparate sources into one organized hub. Stop wasting time searching for information and start nurturing relationships.

  • Personalized Communication: Easily access contact history, notes, and interactions to deliver customized experiences that build loyalty and drive conversions.

  • Enhanced Workflows: Free up hours each week by eliminating redundant data entry and centralizing your client management tasks.

Automated Email & SMS Marketing: Nurture Leads While You Sleep

  • Automated Lead Nurturing: Set up automated sequences that engage prospects with personalized messages, moving them seamlessly through your sales funnel.

  • Timely Reminders & Updates: Send automated appointment reminders, workshop notifications, and course updates to maximize attendance and minimize no-shows.

  • Increased Revenue: Convert more leads into paying clients with targeted messaging that resonates with their needs and interests.

Pipeline Management:

Visualize Your Sales Success

  • Gain a Clear View: Visualize your sales pipeline from lead to close, identifying bottlenecks and optimizing your processes for maximum efficiency.

  • Focus on High-Value Opportunities: Prioritize your efforts on the deals that are most likely to close, maximizing your revenue potential.

  • Accurate Revenue Forecasting: Get a clear picture of your potential income based on the stage of each opportunity in your pipeline, enabling better business planning.

Appointment Scheduling & Booking: Effortless Appointment Management

  • Self-Service Booking: Allow clients to schedule appointments directly through your website, freeing up your time and eliminating scheduling headaches.

  • Reduced No-Shows: Send automated reminders via email and SMS to minimize missed appointments and maximize your billable hours.

  • Integrated Calendar Sync: Seamlessly integrate with your existing calendar to avoid double-booking and ensure accurate availability.

Task Management & Reminders:

Never Miss a Follow-Up

  • Organized Workflow: Create tasks and set reminders for all client-related activities, ensuring nothing slips through the cracks.

  • Improved Client Satisfaction: Deliver exceptional service by consistently following up with clients and addressing their needs promptly.

  • Team Collaboration: Assign tasks to team members and track progress to ensure everyone is working together efficiently.

Detailed Reporting & Analytics:

Unlock Your Business Potential

  • Actionable Insights: Track key metrics like lead generation, conversion rates, and sales performance to identify areas for improvement.

  • Understand Client Behavior: Gain insights into client preferences and engagement patterns to personalize your services and marketing efforts.

  • Maximize ROI: Optimize your marketing campaigns and business strategies based on data-driven insights to maximize your return on investment.

Integration with Website & Landing Pages: Convert Website Visitors into Clients

  • Automated Lead Generation: Embed forms directly onto your website and landing pages to capture leads automatically and add them to your CRM.

  • Track Visitor Behavior: Monitor which pages your leads and clients are visiting to better understand their interests and personalize your messaging.

  • Personalized Website Experience: Use CRM data to customize the content and offers on your website, delivering a more relevant and engaging experience for each visitor.

Membership Management & Client Portal: Build a Loyal Community

  • Simplified Membership Management: Handle subscriptions, access levels, and member communication all in one centralized platform.

  • Enhanced Client Experience: Provide members with a secure portal to access exclusive content, resources, and support, fostering a sense of community.

  • Increased Retention: Boost member engagement and reduce churn by providing valuable content, personalized support, and exclusive benefits.

Payment Processing Integration:

Get Paid Faster, Easier

  • Streamlined Payments: Collect payments from clients directly through your CRM with integrated payment gateways like Stripe and PayPal.

  • Automated Recurring Billing: Set up recurring payments for subscriptions, memberships, and payment plans, saving time and improving cash flow.

  • Simplified Financial Management: Track payment history, generate invoices, and reconcile your accounts all in one place, streamlining your financial management processes.

Experience a CRM that adapts to your business, not the other way around. Whether you’re nurturing leads, managing bookings, or automating routine tasks, Nomad Savvy Tech’s CRM makes it simple to stay on top of your game. Gain deeper insights with advanced analytics, keep communication flowing, and enjoy the flexibility of managing everything from your phone or laptop—wherever your work takes you.

Unified Contact Management:

Your Single Source of Truth

  • No More Lost Contacts: Consolidate all client data from disparate sources into one organized hub. Stop wasting time searching for information and start nurturing relationships.

  • Personalized Communication: Easily access contact history, notes, and interactions to deliver customized experiences that build loyalty and drive conversions.

  • Enhanced Workflows: Free up hours each week by eliminating redundant data entry and centralizing your client management tasks.

Automated Email & SMS Marketing: Nurture Leads While You Sleep

  • Automated Lead Nurturing: Set up automated sequences that engage prospects with personalized messages, moving them seamlessly through your sales funnel.

  • Timely Reminders & Updates: Send automated appointment reminders, workshop notifications, and course updates to maximize attendance and minimize no-shows.

  • Increased Revenue: Convert more leads into paying clients with targeted messaging that resonates with their needs and interests.

Pipeline Management:

Visualize Your Sales Success

  • Gain a Clear View: Visualize your sales pipeline from lead to close, identifying bottlenecks and optimizing your processes for maximum efficiency.

  • Focus on High-Value Opportunities: Prioritize your efforts on the deals that are most likely to close, maximizing your revenue potential.

  • Accurate Revenue Forecasting: Get a clear picture of your potential income based on the stage of each opportunity in your pipeline, enabling better business planning.

Appointment Scheduling & Booking: Effortless Appointment Management

  • Self-Service Booking: Allow clients to schedule appointments directly through your website, freeing up your time and eliminating scheduling headaches.

  • Reduced No-Shows: Send automated reminders via email and SMS to minimize missed appointments and maximize your billable hours.

  • Integrated Calendar Sync: Seamlessly integrate with your existing calendar to avoid double-booking and ensure accurate availability.

Task Management & Reminders:Never Miss a Follow-Up

  • Organized Workflow: Create tasks and set reminders for all client-related activities, ensuring nothing slips through the cracks.

  • Improved Client Satisfaction: Deliver exceptional service by consistently following up with clients and addressing their needs promptly.

  • Team Collaboration: Assign tasks to team members and track progress to ensure everyone is working together efficiently.

Detailed Reporting & Analytics:

Unlock Your Business Potential

  • Actionable Insights: Track key metrics like lead generation, conversion rates, and sales performance to identify areas for improvement.

  • Understand Client Behavior: Gain insights into client preferences and engagement patterns to personalize your services and marketing efforts.

  • Maximize ROI: Optimize your marketing campaigns and business strategies based on data-driven insights to maximize your return on investment.

Integration with Website & Landing Pages: Convert Website Visitors into Clients

  • Automated Lead Generation: Embed forms directly onto your website and landing pages to capture leads automatically and add them to your CRM.

  • Track Visitor Behavior: Monitor which pages your leads and clients are visiting to better understand their interests and personalize your messaging.

  • Personalized Website Experience: Use CRM data to customize the content and offers on your website, delivering a more relevant and engaging experience for each visitor.

Membership Management & Client Portal: Build a Loyal Community

  • Simplified Membership Management: Handle subscriptions, access levels, and member communication all in one centralized platform.

  • Enhanced Client Experience: Provide members with a secure portal to access exclusive content, resources, and support, fostering a sense of community.

  • Increased Retention: Boost member engagement and reduce churn by providing valuable content, personalized support, and exclusive benefits.

Payment Processing Integration:

Get Paid Faster, Easier

  • Streamlined Payments: Collect payments from clients directly through your CRM with integrated payment gateways like Stripe and PayPal.

  • Automated Recurring Billing: Set up recurring payments for subscriptions, memberships, and payment plans, saving time and improving cash flow.

  • Simplified Financial Management: Track payment history, generate invoices, and reconcile your accounts all in one place, streamlining your financial management processes.

Experience a CRM that adapts to your business, not the other way around. Whether you’re nurturing leads, managing bookings, or automating routine tasks, Nomad Savvy Tech’s CRM makes it simple to stay on top of your game. Gain deeper insights with advanced analytics, keep communication flowing, and enjoy the flexibility of managing everything from your phone or laptop—wherever your work takes you.

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AND SEE THE RESULTS FOR YOURSELF!

What Real Customers Say About Nomad Savvy Tech.

"NomadSavvy Tech has been game-changing for my business. I can easily enter leads and manage them in a pipeline. One automation I use with my clients is the missed call text-back feature. I’m often asked, 'How did I do that?' I say it's magic, but seriously, it's NomadSavvy Tech."


—Christopher R. Williams, Anodic Consulting Pty Ltd

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Frequently Asked Questions

What is a Nomad Savvy Tech subscription?

Nomad Savvy Tech is a service that allows users to access a wide range of products and services with a single monthly fee. Subscribers get access to exclusive discounts and deals, as well as a convenient and easy-to-use online platform.

How much does the subscription cost?

Our subscriptions start from $97 USD per month, with no hidden fees or long-term commitments.

How do I cancel my subscription?

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What payment methods are accepted for Our Product subscription?

We accepts all major credit cards, as well as Google Pay and Apple Pay.

Yours there a free trial period for Nomad Savvy Tech?

Yes, Nomad Savvy Tech offers a 14-day free trial period so you can try it out before committing to a subscription.

Is there a mobile app for Nomad Savvy Tech?

Yes, Nomad Savvy Tech has a mobile app available for both iOS and Android devices.

Is there customer service available for a subscription?

Yes, Nomad Savvy Tech offers 24/7 customer service via email and phone.

What is Premium Service?

Premium Service is service that is tailored to meet the specific needs of an individual or organisation. It can involve customising products, services, and processes to better meet your requirements.