The Problem
Official CRM is a ghost town because clients don't text business numbers. Forcing relationship work into Salesforce loses the relationship; ignoring CRM loses pipeline visibility. Compliance posture varies wildly by industry.
The Scavio Solution
iOS Notes per-prospect (one note per active deal) + native iMessage/WhatsApp share menu + weekly Scavio research touch for substance. **Compliance disclaimer first: verify your industry's policy before adopting.**
Before
An r/sales post: 90% of high-ticket pipeline runs in personal channels, mentally exhausting to track, no data for next-touch substance.
After
Lightweight per-prospect notes with weekly research substance. ~$2-5/week in API costs for the research touch across 30 active prospects.
Who It Is For
High-ticket reps running 30-80 active relationships in personal channels (commercial real estate, luxury, professional services). **Verify compliance for your industry before adopting.**
Key Benefits
- Zero learning curve (Apple Notes)
- Native messenger ingest via share menu
- Weekly Scavio research touch keeps next outreach substantive
- Per-rep cost under $70/mo all-in
- **Compliance posture varies by industry** — verify yours
Python Example
# Implementation is iOS Shortcut + Notes; the Scavio side is one HTTP call:
# POST https://api.scavio.dev/api/v1/search
# Body: { "query": "<contact name> <company> 2026 OR funding OR news" }
# Append top-1 result to the per-prospect Note before next outreach.JavaScript Example
// Same — iOS Shortcut handles JSON natively.Platforms Used
Web search with knowledge graph, PAA, and AI overviews