appSavvy group

Empowering Salesforce Leaders with Proven Solutions: From Decades of Global Implementations to Innovative Apps That Drive Efficiency, Compliance, and Growth

At appSavvy group, we're a team of seasoned Salesforce consultants who've delivered tens of thousands of billable hours across global implementations. We've seen firsthand the core challenges every Salesforce client faces: boosting productivity and streamlining processes, ensuring compliance with robust audit trails, gaining accurate data for informed management decisions, and delivering consistent, high-quality customer experiences. That's why we've transformed our expertise into a suite of innovative AppExchange apps, designed to turn these pains into powerful, practical solutions.

Why Our Apps Transform Your Salesforce Experience

Our apps are built by consultants for leaders like you, Sales Executives, Banking and Credit Union Directors, Insurance Professionals, Government Officials, Nonprofit Managers, and fellow Salesforce Partners, Consultants, and Admins. We focus on the daily hurdles you encounter, delivering tools that integrate seamlessly into your workflows. Here's how we make a difference:

  • Productivity & Process Optimization: Automate routine tasks and eliminate bottlenecks, freeing your team to focus on strategic initiatives.

  • Compliance & Audit Readiness: Maintain ironclad records and meet regulatory demands without added complexity.

  • Data Visibility & Insights: Unlock real-time analytics for smarter decision-making, turning raw data into actionable intelligence.

  • Customer Experience Excellence: Standardize interactions to build loyalty and satisfaction, all within your Salesforce ecosystem.

By choosing AppSavvy, you're not just getting apps, you're gaining partners who've walked in your shoes.

Explore Our AppExchange Apps

At our core, we’re passionate about helping Salesforce users work smarter, not harder. Our extensive library of innovative AppExchange apps is designed to enhance effectiveness and drive efficiency across your organization. See for yourself why our apps have been recognized as "Best AppExchange Apps," and all are built with the end-user in mind.

  • Progress Manager: Elevate any Salesforce process by applying it to any standard or custom objects for enhanced visibility, predictability, and consistency, driving operational efficiency and better outcomes.

  • Coo-Pilot InApp Guidance: Slash training costs and time with targeted in-app instruction on Salesforce usage and process execution, ideal for change managers and trainers to accelerate user adoption and ROI.

  • Upcoming Releases: Prepare for game-changing additions launching from Nobember 2025, including Activity Roll-Ups and Pro-Suite Edition for instant admin productivity gains; specialized Co-Pilot tools for agile scrum masters, business/life coaches, and corporate mentors; plus industry-tailored solutions like Global Process Management for medical devices, AI-driven apps for contractors, and client-tracking for fitness trainers and salon owners, enabling leaders with seamless compliance, real-time insights, and scalable growth.

Want to see how they can work for you? Book a Demo

Need assistance with setup? Book a Demo

We’ve got you covered.

Admin Productivity

For Administrators and Compliance Officers: Apply granular access controls to Activities with the same precision used on other Salesforce objects, protecting sensitive data while keeping collaboration seamless.
Coming Soon! AppExchange. Jan.. 2026
Logo with large navy blue text reading 'ACTIVITY' and a green rectangle with black text 'ROLL-UPS' on top, followed by smaller gray text 'OUT-OF-THE-BOX ACTIVITY ROLL-UPS'.
For Administrators: Instantly add out-of-the-box Activity Rollup summaries to any object. Install and start rolling up in 10 minutes. Gain clear visibility into activity trends without custom code, flows or complex setup.
Coming Soon! AppExchange. Dec.. 2025
Workflow for pro-suite edition logo with green label and tagline about automation
For Administrators, Stakeholders: Pro-Suite Edition orgs get unlimited  email alerts, field updates, record creation and create new tasks  for one monthly flat fee. No code, no complex UI, no limits. Ready to go, out of the box. 
Coming soon: Q4 - 2025

OEM Solutions

Logo for Agile's Co-Pilot with the tagline 'Keeps your daily stand-ups moving forward'.
For Scrum Masters and Daily Standup Leaders: Keep standups focused, track blockers, and quickly spot team members falling behind. Capture progress in real-time, visualize team velocity, and ensure every sprint moves forward efficiently..
Coming soon: Q1 - 2026
For Fitness Trainers: Track individual and group workouts, manage purchased and missed sessions, and store workout videos and client images to show progress or demonstrate proper form. Give clients clear, accessible progress tracking with guided resources that add a professional touch to your practice.. 
Coming soon: Q1 - 2026
Logo with the words "COACHES" in large navy blue font, and the green label "CO-PILOT" overlapping the top right of "COACHES". Below it, in smaller font, it says "FOR BUSINESS COACHES."
For Business Coaches: Manage client goals, track progress, and keep every engagement structured and measurable for stronger client outcomes. Auto summarize meeting transcripts update fields, and centralize all client interactions in one place.
Coming soon: Q1 - 2026
Logo with the text 'Coaches for Life Coaches' and a green label reading 'Co-Pilot'
For Independent or Corporate Life Coaches: Manage client goals, track progress, and keep every session structured and measurable for lasting client results. Auto summarize meetings, update fields, and centralize all client interactions.
Coming soon: Q1 - 2026
For Corporate Mentors: Align development plans with milestones, provide transparent tracking, and make growth visible across teams. Empower mentors and mentees with a shared roadmap that keeps progress measurable and momentum strong.
Coming soon: Q1 - 2026
Logo of 'Coaches Co-Pilot for Corporate Mentors' with bold text 'COACHES' and green highlight 'CO-PILOT'.
Regulatory submissions logo with the text 'global process management for medical device'
For Process Leaders: Medical Device Regulatory Affairs, Compliance, Quality, Operations, VP’s, etc .. Never miss a submission. Streamlines global processes with structured process catering to each country, real-time tracking, and full visibility so teams stay aligned and audits run smoothly. 
Coming soon: Q2 - 2026
For Small & Medium sized Contractors:  Plumbers, HVAC, Mechanical, etc. Load your project details, drawings, change orders, specifications, and email folders, then enable your staff to use our AI to validate key project details, flag change orders, and maintain a complete audit trail.
Coming soon: Q1 - 2026
For Independent Hair Stylists and Salon Owners: Build client loyalty, track key dates, family names, late show history, images, and open slots, all while integrating seamlessly with your existing booking app. Gain full visibility into your schedule and client history to optimize bookings and grow your business.
Coming soon: Q4 - 2025

Process Solutions

For Change Managers, Trainers, Compliance, Stakeholders, and Process Leaders: Deliver bite-sized, actionable training inside Salesforce at the point of need, preferred by today’s workforce. Seamlessly enhance adoption and efficiency with real-time, tailored guidance for every role. Also supports change management communications!
Coming Soon! AppExchange. Oct. 2025
For Process Leaders: overlooking sales, service, marketing, any process in Salesforce. Add Project Management “like” discipline to eery object, ever Cloud, every record. Progress Manager gives every Salesforce record its own milestone tracker, automatically updating as fields change so teams always know exactly where work stands. Get it now on the AppExchange.
Get it Now on the AppExchange!
For Admins and Business Leaders: GoToMeeting to Salesforce Integration automatically syncs meetings, attendees, and Q&A across Leads, Accounts, and Contacts, keeping records accurate and up to date without manual entry.
Coming soon: Q1 - 2026
For Process Leaders: Finance, Accounting, Medical, Legal, Insurance, Compliance, etc.: Email + App centralizes approved regulatory content so teams can instantly merge the right language into client email communications without searching or improvising, ensuring compliance and saving time.
Coming soon: Q2 - 2026

Built on Expertise, Delivered with Integrity

Proven Track Record: Backed by global experience, our apps solve real-world problems we've encountered in thousands of implementations.

  • User-Centric Design: Every feature is crafted for ease of use, ensuring quick adoption and measurable ROI.

  • Tailored for Your Sector: Whether you're in sales, finance, government, or nonprofits, our solutions align with your unique needs.

  • Seamless Integration: Fully compatible with Salesforce, with expert support to get you up and running.

We've earned top reviews on AppExchange for our reliability and innovation, join the leaders who've elevated their operations with AppSavvy.

Ready to elevate your Salesforce game?

Get in touch

Schedule a personalized demo today and discover how our apps can address your specific challenges. We're here to help you work smarter.

If you fall, I will catch you
— The Ground
  • At AppSavvy Group, we believe in solid foundations. When we started this journey, we noticed a pattern: companies would invest heavily in Salesforce, envisioning a transformative leap forward. But 2 to 5 years later, many found themselves wondering—what went wrong? The promise of streamlined processes, enhanced productivity, and a connected business often fell just out of reach.

    That’s where we come in. Just like "The Ground" in the poem, we’re here to catch you. With years of experience implementing, enhancing, and fine-tuning Salesforce solutions, we help bridge the gaps that many organizations face. Whether it's building custom apps, optimizing workflows, or addressing overlooked needs, we create solutions that make the original vision a reality.

    appSavvy group exists because we know the fall doesn’t have to be the end—it can be a chance to rise stronger, with the right support. This is just the beginning of our journey … Because, like a solid foundation, inspiration and creativity are essential to growth. To those navigating Salesforce challenges: You’re not alone. We’re here to catch you.

Featured AppExchange App

Progress Manager

Elevate your Salesforce processes with Progress Manager, our flagship app that turns your investments in workflows into measurable success. By enforcing progress rigorously, it provides objective data points for real-time visibility, ensuring users can't overstate or underreport progress on any record. Track advancements at the individual level or aggregate insights across reps, teams, roles, and more, empowering leaders to make smarter, data-driven decisions.

Key Benefits:

  • Universal Application: Applies to any object, process, or industry, from banking customer care to medical device regulatory submissions, for consistent, more predictable outcomes.

  • Objective Insights: Automate milestone tracking as fields update, eliminating guesswork and mismanaging expectations.

  • Partner-Led Implementation: Collaborate with our certified experts through tailored discovery sessions to map your team's key milestones, ensuring seamless integration and long-term value, building a strategic partnership for sustained success.

Make your processes more predictable, more consistent, install now for new levels of efficiency across your enterprise!

Progress tracker screen displaying milestones, their statuses with green, yellow, and red indicators, completion dates, notes, activities, and files. A green progress bar at 73%.

View real-time progress on a single record with the Progress Manager UI, displaying milestone completion, status indicators, and detailed metrics for precise tracking of actual progress. .

Dive into aggregated progress insights with the Progress Intelligence Hub, where customizable filters reveal real-time performance across reps, teams, roles, and groups for smarter, data-driven decision-making.

“40% better forecasting accuracy”

Easy as 1, 2, 3 …

  1. Install in <5 minutes via AppExchange
  2. Create your own custom milestones 
  3. Free trial to get started
Automatically gain objective insights into progress. No more guessing … no more mismanaging expectations,  just consistent, realistic assessment of where every record is in your process. Suits any process, on any object,  in any vertical ~ from banking customer care, to medical device regulatory submissions. This app is a game changer!  
Isn’t that lovely? You’re managing Salesforce processes without the Progress Manager… so primitive!

Install it now so you can manage progress with interplanetary efficiency!
Cartoon character with large eyes, green hat and a green skirt, red top, white gloves, and floppy shoes.
QR code with readable text 'aip sitting in your' embedded within
Book A Demo