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.

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Features

One place for everything related to each client.

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.

Make working with clients effortless.

Streamlined Client Collaboration

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

Simplify document collection with easy, secure file sharing.

Auto-Organized Client Files

Automatically create subfolders for each workflow to keep documents structured.

Automated Client Reminders

Reduce back-and-forth by scheduling reminders for clients.

Monitor and manage new business coming in through client referrals.

Client Referral Tracking

Easily track and manage client referrals with Levvy. Monitor referral sources and gain insights into your best growth channels—all from one seamless dashboard.

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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.

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Integrations

Connect your complete tech stack

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.