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 appointment planning as well as sales and marketing tools. Our customers can also expand the CRM system and adapt it to their specific requirements. We have developed special LEVETO editions for different industries and offer the option of adapting LEVETO to individual requirements.
Dashboard
The dashboard is your LEVETO start page. As different key figures are relevant for each employee, the dashboard is customizable for each employee.
CRM
LEVETO supports you with automated processes for quotations, orders and invoicing. Quotations, orders, project folders …
Intelligent resubmissions
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 qualified or unqualified, everything can be processed.
Product importer
We can import your entire article master into your LEVETO with little effort using an Excel template.
Analytics
LEVETO Analytics shows you how your business is performing in clear graphics and key figures so that you can always make the right decisions.
Calendar
The calendar always offers 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 you with images and documents. Advise the customer from screen to screen and present them with products and documents.
Automatism
Lead assignments & lead allocations to consultants for e.g. quotation creation with article dependencies … LEVETO can automate this and much more.
Automatic offer
LEVETO uses data to recognize 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 consultants and customers.
Lead potential
Graphical and numerical representation of lead capacity and lead potential. One look and you know where you should focus your marketing activities.
Workflow
Practical and clear views of workbooks/forms. No more paper documents, everything is digital and always ready.
Booking system
Book appointments with your employees or for your practice directly via your website. Ideal for support requests or appointment bookings for patients.
LEVETO workbooks
The workbooks are individual process flows and automations stored by you or for you.
LEVETO Networking
With LEVETO Networking, you can forward leads to your external partners/lead recipients for further processing. A true partner network.
LEVETO Project Management
With LEVETO Project Management, you have a fully-fledged project management tool at your disposal. Plan orders, resources, and employees, for example, for your next assembly.
LEVETO Automated Lead Assignment
Thanks to the intelligent lead allocation 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 of external data when importing it and automatically initiates the next process steps.
LEVETO scheduling
LEVETO Scheduling makes coordination and scheduling easier than ever before. Communicate appointments internally and externally, for example, with your customers, in a timely and transparent manner.
LEVETO Scheduling & Route Planner
Scheduling also includes excellent route planning for field staff, technicians, and home visits, ensuring that scheduled appointments can be kept on time.
LEVETO planning and assembly module
Specially developed for the planning and implementation of assembly and construction projects, the LEVETO planning and assembly module can be used for numerous other applications.
LEVETO product and offer configurator
In the LEVETO product and offer configurator you can store your services, catalogs and products for holistic offer calculation and for online configurators.
Connect LEVETO with numerous partner systems. Modern API technology enables fast and secure data exchange.
LEVETO billing preparation
LEVETO can automatically prepare the projects, orders, and treatments of a period for billing and even execute them directly. This depends on the recipient and billing system.
LEVETO project scheduling for customers
Offer your customers and patients the option of self-service appointment selection, e.g., via your website. Depending on your availability and available appointments in the system.
We work with Sipgate, take advantage of the direct connection to Sipgate’s telephone system and work directly from LEVETO.
