Savebase for Sales professionals
Keep the account signal until the conversation needs it.
A company expansion, a public executive post and a product announcement can shape a better sales conversation. Savebase helps sales professionals keep these references by account, with notes that separate a real signal from an assumption. Prepare from what the source actually says before turning it into an outreach angle.
Start with Free. See plan availability for advanced features.
From save to useful reference
Create folders for target accounts and tags for signals such as hiring, expansion or new product. Keep industry reading accessible across accounts. This organizes the evidence for a conversation while contacts, opportunities and deal stages stay in your CRM.
Note the exact announcement, its date and the question it suggests. A hiring post may indicate growth, but it does not prove budget or buying intent. Keeping that distinction in your note makes a saved public signal useful for thoughtful discovery rather than overconfident personalization.
Set a reminder on the research you want to revisit before outreach or a discovery meeting. Enable reminder emails and note what you want to ask. Reopen the original to check whether the context is still current, then use it as a conversation starting point.
A small, annotated collection is a useful place to begin.
Savebase quick start →Create an account folder and tag public signals by type and date.
Save references with a note separating the observation from your proposed question.
Set a pre-call review reminder and record deal information in your CRM.
Bring existing references through browser import or Pro file imports. Keep a portable record through JSON export.
JSON export includes active saved records and their notes, tags and folder names. It contains media URLs, not media files, and currently omits transcripts and automation settings.
Duplicate cleanup scans currently loaded posts, keeps the oldest record and permanently removes newer duplicates without merging their notes. Review the scan before confirming removal. See duplicate cleanup guidance.
Free includes any 2 of the 11 supported social platforms, up to 100 social posts, 5 folders and unlimited ordinary web links. Notes, manual tags, per-post reminders, JSON export and direct browser-bookmark import through the extension are included.
Pro unlocks all 11 social platforms, unlimited social posts and folders, dashboard file imports, on-demand AI Bulk Tagging, read-only ChatGPT/MCP access, Notion and Google Sheets sync, RSS, rules, webhooks, media backup and video transcripts.
Media backup must be enabled and successfully fetch eligible Instagram, Facebook, Threads or TikTok media. Request video transcripts when needed; new saves are not automatically transcribed.
Check current plans and limits →Use Savebase for account context and source recall. CRM activity, prospecting automation and deal management remain in your sales tools.
No. Savebase organizes the public reference material behind account research. Keep contacts, opportunities, communication and pipeline status in your CRM. Use saved sources and notes to prepare better questions for the next conversation.
Paid integrations can sync saved records to Notion or Google Sheets, and webhooks can send selected save events to an endpoint you configure. These are building blocks for a research workflow, not an automatic CRM enrichment or lead-scoring service.
Start with the next reference you want to use again.
Start your Savebase library