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Cloud Login2024-10-02T14:53:48+02:00
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The latest most important changes and updates at LEVETO for you for breakfast.

Sparking anticipation: Our roadmap for an exciting future!

1st quarter 2024

ALL EDITIONS

Working time recording will be revised and made available as an option.

RU registrations possible for system customers.

CRM

The new WKB module is self-adjustable.

CRM PLUS

Quotation preparation via data acquisition with complex calculations possible.

Tetrahedron connection / roof occupancy / building reports. Optionally, it is possible to plan several roof areas.

2nd quarter 2024

ALL EDITIONS

New search function for LEVETO. Improved search results and restrictions of search results.

Number of notifications in the control center limited to 100 elements. Shortens loading times.

CRM

An option for travel expense reports and travel expense management is introduced.

A function for contract management is introduced.

Optional articles can now be moved to a separate page so that they are detached and clearly separated from the offer.

Fixed standard fields specified by LEVETO can now also be switched to the workflow overview table.

Various simplifications and more flexible options for PDF management.

The PDFs can be added based on calculations. If more than 30 modules, attach document A. If power consumption is less than 3000, attach document B.

CRM PLUS

A milestone for admins. Evaluations and statistics clearly presented.

NETWORKING

Fixed lead quantities can be defined per month per specialist partner.

3rd quarter 2024

CRM

Lead assignment to consultants via map with color support.

Suspend automatic lead allocation if a target user has too many leads in status X.

Leads that cannot be assigned according to zip code are available in a list, stating the source, zip code, city and distance (of the logged-in consultant). They can assign the lead to themselves or accept it.

The beta phase will soon be over, and you can now integrate incoming and outgoing mail, and of course also integrate multiple mailboxes. Leveto will then assign the mails to your customers.

Resubmissions / Appointments

Part of the resubmissions will be revised, the view will be made available in the KANBAN view you are familiar with

Dashboards

Development of the new dashboards via widgets. There are numbers, numbers, numbers

Automated AI-based evaluation of company key figures.
The new function for the automated evaluation of company key figures uses artificial intelligence to create precise analyses of your business data. You receive well-founded forecasts and specific recommendations for action to support you in your decision-making, and these evaluations can optionally be carried out automatically at monthly intervals so that you always have an up-to-date overview of your key company figures and can react in good time.

Search

Revision of the global search, search results are displayed in the KANBAN view.

4th quarter 2024

CRM

Rolling out the LEVETO app.

Development of the "Global warehouse" function for OEM LEVETO partners. From the 4th quarter of 2024, wholesalers who work with LEVETO CRM will be able to view their warehouse and thus give customers who use LEVETO the opportunity to address the products from wholesale directly in the offer and, of course, to reorder them.

CLAIMS ADJUSTER

Implementation of AI for supportive reporting.

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LEVETO and the Schwarz Group provide secure and stable hosting.

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MANUAL

Please remember to consult the manual as well.
You can only access the manual if you are logged in to LEVETO. The manual is located behind the question mark icon on the left of the global search.

LEAD.
LEAD MANAGEMENT.
LEAD DISTRIBUTION.
QUALIFICATION.
SCHEDULING.
ROUTE PLANNING.
(ONLINE) CONSULTING.

(DIGITAL) SALES.
SALES FORCE MODULE.
COMMISSION ACCOUNTING.
CRM.
QUOTE.
ORDER CONFIRMATION.
INVOICE.

DELIVERY VOUCHER.
MEDIATHEK.
STORE.
DACHPLANER.
AUTOMATED WORKFLOWS.
TICKET SYSTEM.

Imprint and data protection. 2024 © LEVETO GmbH.

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© Copyright 2024 | LEVETO GmbH | We reserve all rights. | References for media can be found in the imprint

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