Specialists need special software

Claims settlement and claims management require fast and efficient processing of deadlines and resubmissions. Our intelligent resubmission function and claims database facilitate the management of claims and enable seamless processing.

In addition to the usual functions of a CRM (customer relationship management), LEVETO offers individual software customizations at any time at no extra cost – every process is immediately adaptable. Thanks to LEVETO, you benefit from easy-to-use functions and a variety of automated processes.

LEVETO for solar installers: Solar installers and solar specialists need software that supports them with roof planning, quotation configuration, invoicing, project planning, and installation. With our planning and installation module, you can monitor and manage everything from the material list to the installation.

Thanks to LEVETO, you benefit from easy-to-use functions and a variety of automated processes.

Lead distribution

LEVETO can be used to distribute leads to external partners or customers.

In addition to distribution criteria such as partner sales territories, desired number of leads per month and partner prioritization, leads can also be distributed to partners on a selective basis, based on specific characteristics from the lead list or from the questionnaire.

Depending on whether leads are submitted qualified or qualified after import, leads can be

a) are distributed immediately after qualification from the questionnaire,
b) are distributed directly in the lead distribution table when importing qualified leads,
c) are distributed automatically when importing qualified leads.

When distributing leads, LEVETO also uses relevant data to ensure a “fair” lead distribution if the same criteria are stored for all other partners.

Lead distribution takes place in LEVETO in compliance with the GDPR; your partners receive their leads in a separate LEVETO account.

Lead tracking

If you wish, you can track the processing status of leads by your partners in your LEVETO system.

Single or multi-lead distribution

Leads can be distributed to one or more partners. With multi-lead distribution, you can also set whether only one partner (the one who retrieves the lead first) or all selected partners should receive the lead.

The lead complaint process is also integrated in LEVETO.

LEVETO shows the partner performance in figures and as a graphic. This evaluation can also be used for the automatic prioritization of partners.

LEVETO has various interfaces to lead suppliers so that you can use LEVETO to ensure that a lead is distributed to the partner(s) immediately after delivery – without you having to do anything.

LEVETO for medical and therapeutic practices: Doctors and therapists need efficient appointment management, digital patient files and a comprehensive billing function. Our software enables simple online appointment booking, room management and a service database, as well as fast and accurate billing.

Thanks to LEVETO, you benefit from easy-to-use functions and a variety of automated processes.

Tradespeople and fitters need software that helps them with quotation calculation, invoicing, project planning and installation. Our planner and installation module, product and quotation configurator and our end customer portal help you to optimize your work processes and save time.

Thanks to LEVETO, you benefit from easy-to-use functions and a variety of automated processes.

Call centers need software that supports their agents and brings all important information together in one place. Our LEVETO CRM software, workbooks, time and success tracking and quotation calculator help you to organize your work and improve your performance.

Thanks to LEVETO, you benefit from easy-to-use functions and a variety of automated processes.