Specialists need special software

Claims settlement and claims management requires fast and efficient processing of appointments and follow-ups. Our intelligent follow-up function and performance 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 adaptations at any time without additional costs - every process can be adjusted immediately. Thanks to LEVETO, you benefit from easy-to-use functions and a variety of automated processes.

LEVETO for solar installers: Solar installers and solar specialist companies need software to help them with roof planning, offer configuration, invoicing, project planning, and installation. With our planner 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 wide range 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 selectively distributed to partners based on specific characteristics from the lead route or questionnaire.

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

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

In lead distribution, LEVETO also uses relevant data to ensure "fair" lead distribution when the same criteria are stored for all other partners.

The lead distribution in LEVETO is GDPR-compliant, your partners receive their leads in a separate LEVETO access.

Lead tracking

Upon request, you can track the progress of lead processing by your partners in your LEVETO system.

Single or multi-lead distribution

Leads can be distributed to one or more partners. In the case of multi-lead distribution, it is also possible to set whether only one partner (the one who retrieves the lead first) or all selected partners should receive the lead.

The lead reclamation process is also integrated in LEVETO.

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

LEVETO has various interfaces with lead suppliers, allowing you to ensure that a lead is distributed to the respective partner immediately after its delivery, without any manual intervention required from your end.

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

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

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

Thanks to LEVETO, you benefit from easy-to-use functions and a wide range 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 offer calculator will help you organize your work and improve your performance.

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