LEVETO CRM
LEVETO CRM is a central component of all packages and editions. It offers basic functions such as customer and contacts data management, task and appointment planning, and sales and marketing tools. Our customers can also extend the CRM system and adapt it to their specific requirements. We have developed special LEVETO editions for different industries and offer the possibility to adapt LEVETO to individual requirements.
Dashboard
The dashboard is your LEVETO home page. Since different key figures are relevant for each employee, the dashboard is customisable for each employee.
CRM
LEVETO supports you with automated processes for offers, orders, and invoicing. Offers, orders, project folders ...
Intelligent resubmissions
The LEVETO resubmissions are self-learning so that your workload for recurring tasks continuously decreases over time.
Lead management
Leads can be transferred to LEVETO via interface, Excel import or manually. Depending on whether leads are submitted qualified or unqualified, everything can be processed.
Product importer
Using an Excel template, we can import your entire article master into your LEVETO with little effort.
Analytics
LEVETO analytics provides you with clear graphics and key performance indicators (KPIs) to show you how your business is performing, enabling you to make informed decisions at all times.
Calendar
The calendar always gives you a good overview and can be set up individually for user and employee groups.
Ticket system
The LEVETO ticket system can be used for internal and external communication, as well as for processing your customers' concerns.
We develop and operate our software with your data in Germany and place the highest emphasis on security.
Customer portal
The customer collaborates by providing images and documents for you. Advise the customer from screen to screen and present products and documents.
Automatism
Lead allocations and lead assignments to consultants for e.g. offer creation with item dependencies - this and much more can be handled automatically by LEVETO.
Automatic offer
Based on data, LEVETO recognizes which products are suitable for the lead/customer and automatically creates an indicative offer.
Questionnaire
Modular, freely definable questionnaire for your lead qualification or as a data collection form. Accessible for advisors and clients.
Lead potential
Graphical and numerical representation of lead capacity and lead potential. One look and you know where to direct your marketing activities.
Workflow
Practical and clear views of workbooks/forms. No more paper documents, everything digital and always ready.
Booking system
Book appointments with your staff or for your practice directly from your website. Ideal for support requests or booking appointments for patients.
LEVETO workbooks
The workbooks are process flows and automation individually stored by you/for you.
LEVETO networking
With LEVETO networking you can hand over leads to your external partners/lead recipients for further processing. A real partner network.
LEVETO project management
With LEVETO project management you have a full-fledged project management tool at your disposal. Plan orders, resources, and employees, for example, for your next installation.
LEVETO automated lead allocation
Thanks to the intelligent lead-assigning process, which analyzes the criteria you specify and forwards leads/contacts to the next employee/partner.
LEVETO lead qualification and importer
The LEVETO lead qualification and importer checks the quality when transferring external data and automatically initiates the next process steps.
LEVETO appointment scheduling
LEVETO appointment scheduling makes coordination and appointment scheduling easier than ever before. Communicate appointments internally and externally, such as with your customers, always keeping them up-to-date and transparent.
LEVETO appoinment scheduling and route planner
Appointment scheduling also includes very good route planning for the field service, the fitters, or the home visit. So that, one day, the planned appointments can also be met on time.
LEVETO planner and installation module
Specifically developed for the planning and execution of installation and construction projects, the LEVETO planner and installation module can be used for numerous other purposes.
LEVETO product and offer configurator
In the LEVETO product and offer configurator, you can store your services, catalogs, and products for comprehensive offer calculation and online configurators.
Connect LEVETO with numerous partner systems. Thanks to modern API technology, fast and secure data exchange is possible.
LEVETO billing preparation
LEVETO can automatically prepare and even perform billing for projects, orders, or treatments within a specific period. This process is dependent on the recipient and billing system.
LEVETO project scheduling for clients
Offer your customers and patients the option to schedule appointments through self-service, for example, via your website. Depending on your availability and free appointments in the system.
We work with sipgate, take advantage of the direct integration of sipgate's telephone system and work directly from LEVETO.
