LEVETO CRM
LEVETO CRM is a central component of all packages and editions. It offers basic functions such as customer and contact data management, task and schedule 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 quotations, orders and invoicing. Quotations, orders, project folders ...
Intelligent resubmissions
The LEVETO resubmissions are self-learning so that your workload for recurring tasks is continuously reduced 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 shows you how your business is doing in clear graphics and key figures, so you can always make the right decisions.
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 attach great importance to 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 & lead assignments to consultants for e.g. quotation creation with article 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 modules
The LEVETO modules are part of individual editions
LEVETO Workbooks
The workbooks are process flows and automations individually stored by you / for you.
LEVETO Networking
With LEVETO Networking you can hand over leads to your external partners / lead takers 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 e.g. for your next assembly.
LEVETO Automated Lead Allocation
Thanks to the intelligent lead-awarding process, which analyzes the criteria you specify and forwards leads / contacts to the next employee / partner.
LEVETO Lead Qualification & Importer
The LEVETO Lead Qualification & Importer checks the quality when transferring external data and automatically initiates the next process steps.
LEVETO Termination
LEVETO scheduling makes coordination and scheduling easier than ever before. Communicate appointments internally and externally, e.g. with your customers, always up-to-date and transparent.
LEVETO Scheduling & Route Planner
Scheduling also includes very good route planning, for the field service, for fitters or the home visit. So that the planned appointments of a day can also be met on time.
LEVETO Planner and Assembly Module
Specially developed for the planning and execution of assembly & construction projects, the LEVETO Planner and Assembly Module can be used for numerous other use cases.
LEVETO product and offer configurator
In the LEVETO product and offer configurator, you store your services, catalogs and products for holistic offer calculation and for online configurators.
Connect LEVETO with numerous partner systems. Thanks to modern API technology, fast & secure data exchange is possible.
LEVETO Settlement Preparation
LEVETO can automatically prepare for you the projects, orders, treatments of a period for settlement and even execute them directly. This depends on the receiver and accounting system.
LEVETO project scheduling for clients
Offer your customers & patients the possibility to select appointments in self-service, e.g. via your website. Depending on your availabilities and free appointments in the system.
We work with Sipgate, take advantage of the direct connection to Sipgate's phone system and work directly from LEVETO.
