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ProductClients and CRM

From the first enquiry
to a regular client.

The pipeline keeps track of everyone who has been in touch. The register fetches companies from the CVR register and watches them every night. And when an enquiry is won, the client and the matter are ready in the same step.

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01From enquiry to client

One enquiry, won in one step.

This is how an enquiry becomes a client in Levano. The conflict check is the gate, and nothing is typed twice.

02Pipeline

No enquiry slips through the cracks.

Enquiries sit on a board from New through In dialogue to Proposal. Each has a next step, and when it is overdue, its owner hears about it that morning.

Stages
New, In dialogue and Proposal. Won and Lost close the enquiry
Next step
With a date. Overdue sends an email and an in-app note at 08:00
Amount
Each stage's total sits above its column
Source
Referral, network, inbound, event
Lost
Always with a reason: no mandate, conflict, price, timing or went elsewhere

03From email

From email to client. In one click.

When a new client writes to you directly, one click creates the client and the matter from the email. The company comes from the CVR register, the conflict check runs and the email is saved on the matter.

Sender
Recognised by email address or created as a new person
Company
Looked up in the CVR register, and the basic data fills itself in
Conflict check
Runs before the party is created. A strong hit stops it
KYC
If it is missing, the matter opens dormant until it is approved
Or an enquiry
Too early for a matter? The email becomes an enquiry in the pipeline

04Company register, owners and roles

Type a CVR number. Levano knows the rest.

Name, address, signing rule, history and annual figures come from the registers. Owners and management are put forward as suggestions, and the ownership diagram shows both legal and beneficial owners.

Lookup
A CVR number or company name fills in the basic data
Owners
From the register as suggestions. Accept them one by one or all at once
Signing
The signing rule and who can sign for the company
Accounts
Revenue, result and equity from the annual reports
Roles
A person shows their companies and roles. Matters on either side of the table show on the party

05The register keeps watch

You hear it before the client calls.

Every night Levano refreshes the CVR data for your active clients. In the morning, what has moved is waiting: a bankruptcy, KYC that is about to expire, and new owners waiting for you.

Every night
CVR data is refreshed for clients with an active engagement
Status
Bankruptcy, dissolution and restructuring land in the morning
KYC
A note before it expires, when no renewal is under way
Owners
Owners and management from the register wait as suggestions until you have seen them
The decision
Levano points. You open, act or dismiss

06The client page

Everything about the client. One place.

The client page gathers the matters, KYC, messages, documents, invoices and client account. The client's figures sit at the top, so you know where you stand before you call.

The client
Overview, company data, contacts, notes and KYC
The work
Matters, messages and documents
The money
Invoices and client account
The portal
Invite the client, and see the portal as the client sees it
The list
Saved views: mine, active, no matter and KYC missing

07From email to regular client

One client, from the first email.

Follow Nordhavn Logistik from the first time the managing director writes until they are a regular client. You make the decisions. Levano keeps track of the rest.

3 Mar

Enquiry

You
Create the sender in one click and tick Also create enquiry.
Levano
Finds the company in the CVR register, fills in its data and puts the enquiry in New with the source Referral.
Holm & Partnere/Inbox
SBSofie Brandtsofie@nordhavnlogistik.dk · 3 Mar, 08:41

Buying a competitor

Hi. We want to buy Kragh Transport ApS and need help with the agreement. Our accountant recommended you. Are you free next week?

CreatedAlso create enquiry
SBSofie BrandtPerson · Director
NLNordhavn Logistik ApSCVR 41275893From CVR

Enquiry

New

Acquisition of Kragh Transport ApS

SourceReferral
OwnerTobias Holm

08The whole client

One client. Every part in it.

These groups are the same as on the client page and in the app's menu. Several of them have a page of their own.

Contacts

  • ClientsThis page
  • CompaniesThis page
  • PeopleThis page
  • PipelineThis page

The client

The work

The money

Questions and answers

Questions about clients and CRM.

Does it replace our current CRM?
Yes. The pipeline, clients, companies and people live in Levano with the matters. When an enquiry is won, it becomes a client and a matter without being typed again, and there is no system on the side to keep up to date.
Why must the conflict check be cleared before an enquiry can be won?
Because that is where a conflict costs least. Levano checks that the latest conflict check on that exact company or person is cleared, or that a documented waiver has been granted. Otherwise the enquiry cannot be marked as won.
What if KYC is not in place when we win?
Then the client and the matter are created anyway, but the matter opens dormant with a warning. You send the KYC link to the client, and the matter opens once KYC is approved.
Does Levano fetch a company's owners by itself?
Levano fetches owners and management from the CVR register when you ask for it, when KYC requires it, and in the nightly update of clients in a KYC process. They are put forward as suggestions, and only when you accept do they go on the company.
Is email linked to the client?
Email is linked to the matter, and the matter sits on the client. If the matter number is in the subject, or the sender has only one matter, Levano saves the email on the matter by itself. Otherwise Levano suggests the matter and you choose.
Can we bring our clients from the old system?
Yes. If you're coming from another system, clients, parties and matters come with you, and our team runs the import with you. Talk to us about yours.