Improve client relationships, boost efficiency, and deliver exceptional service with Levvy’s comprehensive client management features: all-in-one client profiles, custom workflows, and more.
Effortlessly manage all essential client information, including contacts, engagement details, and files. This all-in-one profile ensures easy access to crucial data, streamlining workflows and enhancing service delivery for improved organization, efficiency, and stronger client relationships.
Levvy streamlines client collaboration by enabling clients to effortlessly upload files and team members to access key documents in one spot.
Easily track and manage client referrals with Levvy. Monitor referral sources and gain insights into your best growth channels—all from one seamless dashboard.
Levvy connects everything your team needs to do great work–all in one place. Integrate your complete tech stack to save time, reduce errors, keep your team aligned, satisfy clients, and stick the landing without breaking a sweat.
Ready to tap into your team's full potential? Get started now, and start your journey with Levvy.