Leverage All ModulesLeverage the entire CRM Software Suite to power your business
Sales Opportunities & Quoting
Leverage CRM to manage all accounts, contacts, notes, daily follow up tasks, opportunities with forecasting and stages, and create professional looking quotes that will win you more business. Sync seamlessly with Microsoft Exchange, Office 365, and Google Apps calendar, contacts, and email. Leverage our mobile web app so sales people are always able to manage their entire sales process, including signature capture on quotes. Empower your sales team and Leverage best-in-breed cloud CRM software.
Lead Generation & Marketing
Leverage CRM to import, distribute and manage all aspects of leads. Group your incoming leads by different marketing criteria, build intelligence on the leads, distribute to sales people for follow up and qualification. Track where all leads are at in your sales cycle, and create beautifully simple and effective marketing campaigns using our email marketing engine. Leverage our analytics engine to track opens, click-throughs, and automatically notify salespeople when a lead engages with your campaigns.
Service & Operations
Leverage CRM to manage every aspect of your back-end operations. When installations and projects are closed, start setting up schedules and phases for delivery. Manage every aspect of your T & M and service delivery to your customers, including dispatching by service zone, system types, location, and skillset. Leverage our mobile web app for your technicians so they can manage every aspect of the service and installation tickets, from GPS, tracking travel, logging time and work performed, inventory, updating ticket status, capturing pictures, getting signatures and sending signed copy to client. Leverage our software to completely revolutionize your service and operations delivery.
Billing & Invoicing
Leverage CRM to capture all billable project and service work, in order to send invoices to your customer via email. Capture all recurring revenue agreements and contracts with Leverage, turning your company into a recurring revenue machine, with the ability to see exactly what your customers owe you, what you have for revenue, and measuring your profitability accurately and instantly. Leverage our software for processing credit cards for payments from clients. Leverage our software to export billing and invoicing details to your accounting software.
Reporting & Analytics
Leverage CRM Reporting Dashboard to report on almost every aspect of your business. If your CRM doesn’t give you a reporting engine at your fingertips, then make the switch and Leverage our software for; Job Cost Reports, Work in Progress, Sales Forecasting, Opportunity Reporting, Lead Generation Reporting, Commissions, Technician Utilization Reports, Contract Profitability, Earned and Unearned Revenue, Operations Department Profitability & Revenue Generation, and much more. Leverage our platform for customized reporting to your needs.
Leverage CRM Customer Portal for allowing your clients access to the information they need or to communicate service issues to you when they need to. Deploy the Leverage Customer Portal on your website, branded around your business, and take your customer service to a whole new level. Your clients will Leverage the portal to create service incidents, update and check statuses of ongoing issues, view invoices and make payments, approve contract renewals, get informed of expiring warranties, create quotes, and manage all aspects of their multi-site locations from one interface.
Leverage CRM to integrate all important financial data to your accounting software, including Quickbooks and other popular systems upon request. Manage all aspects of purchase orders, billing, and payments in Leverage, and export all the financial data to your existing accounting software. Leverage export supports two-day export and import of Accounts, A/R Invoicing, G/L Transactions, A/R Payments, and Purchase orders with vendor bill creation. Leverage will also develop custom accounting links on a case by case basis.
3rd Party Integrations
Leverage CRM to integrate with other popular software programs. Our open development partner platform will allow your team or ours to integrate Leverage into other software programs for enhanced functionality and shared data. Our community of developers can sign up as a partner and build 3rd party applications for other members of our community.
Leverage CRM to build our platform into a completely customized CRM environment for your business. Leverage consultants and developers will work with you to develop customizations on the software specifically for your company. Leverage will develop on any of our software modules to build a very specific software for your company, when other software vendors will leave you hanging out to dry lacking very important features you need to better manage your business. Leverage our experts to give you reliable, fast-performing, and effective software solutions for your company.