Client Management
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.
One place for everything related to each client.
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.
Shared Resources Hub
Secure Password Storage
Contact Book
Notes & Custom Fields
Make working with clients effortless.
Levvy streamlines client collaboration by enabling clients to effortlessly upload files and team members to access key documents in one spot.
File Requests via Email or Link
Auto-Organized Client Files
Automated Client Reminders
Monitor and manage new business coming in through client referrals.
Easily track and manage client referrals with Levvy. Monitor referral sources and gain insights into your best growth channels—all from one seamless dashboard.
Share, store, and stay in sync
Levvy’s Client Portal makes it a breeze for clients to upload documents. Levvy automatically files them into the correct folders, so they're always exactly where you need them. No more email chains or lost attachments—just a clear, convenient space.
Keep everything structured and organized by client without manual setup.
Effortlessly manage documents with automatic subfolders created for every client in every workflow. Clients can upload files via secure link or email, and role-based permissions ensure the right people have access while keeping sensitive data protected–easy as that.
More than just
Client Management
From context-driven tasks for seamless collaboration to smart analytics, Levvy has everything you need to do great work–and finish it faster.
All of that.
One simple solution.
