Feature

Centralized Client Profiles

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

Store client information, software access, and important links.

Secure Password Storage

Manage client credentials safely in an encrypted environment.

Contact Book

Keep all key client details in one accessible location.

Notes & Custom Fields

Personalize client records with additional, customizable data points.
Centralized Client Profiles
More Features

Everything you need

From context-driven tasks for seamless collaboration to smart analytics, Levvy has everything you need to do great work–and finish it faster.

Client Referral Tracking

Monitor and manage new business coming in through client referrals.
Client Referral Tracking

Auto-Generated Invoices

Reduce manual work with automated, accurate invoicing.
Auto-Generated Invoices

Smart Rescheduling

Smooth operations
Smart Rescheduling

All of that.
One simple solution.

Ready to tap into your team's full potential? Get started now, and start your journey with Levvy.