Data, people, activity and history remain associated with the right organisation.
LEVORA CRMCommercial operations
From the first opportunity to the work that really begins afterwards.
LEVORA CRM organises the commercial relationship as a continuous journey: companies, contacts, opportunities, proposals, projects, agenda and finance in the same context.
Companies & contacts
Pipeline
Proposals
Projects
Agenda & finance
An opportunity should not lose context every time it changes stage.
CRM connects the stages that normally live in separate tools, files and conversations.
Pipeline, value, probability and status make the next step visible.
Items, discounts, VAT, statuses, history and the commercial PDF remain linked to the deal.
An accepted proposal can close the opportunity and create the project without breaking the commercial thread.
Company 360
The company is the meeting point, not just a contact record.
The company workspace brings together people, deals, tasks, proposals, projects, activity and financial information so the team works with context instead of searching for it.
Peoplecontacts and owners
Dealspipeline and opportunities
Proposalscommercial history
Projectsoperational continuity
COMPANYActive commercial context
360°
The proposal is part of the commercial process, not a standalone PDF.
LEVORA CRM treats composition, status, history, delivery and opportunity linkage as a single operation.
LEVORACOMMERCIAL PROPOSAL
Client / Project
A document with identity, structure and clear terms.
Item / serviceValue
Quantity · discount · VATCalculated
Proposal total€
PDF premiumHistoryEmail SMTP
Structured composition
Multiple items, quantities, prices, discounts and VAT with totals calculated on the server.
Statuses that mean something
Draft, sent, accepted or rejected, with events associated with the proposal journey.
Delivery from within the CRM
Configurable SMTP in administration and proposal delivery by email without depending on parallel processes.
Acceptance changes the deal
An accepted proposal can mark the opportunity as won, update the value and create or associate the project.
CRM remains useful after the deal is won.
Because commercial operations only make sense if they can hand context to the areas that come next.
From commitment to execution.
Summary, tasks, team, private files and activity continue the work agreed commercially.
Activity with a next step.
Meetings, actions and follow-up no longer depend on memory or calendars without commercial context.
Understand what came in — and what is still missing.
Financial follow-up closes the cycle between what was sold and what has actually been received.
Governance
Commercial information needs defined access, not just a login.
Users, roles, permissions, notifications and audit controls define who can view, manage and change each area of the operation.
Access by responsibility and capability.
Relevant changes leave an operational trail.
An interface prepared for daily use in different contexts.
SMTP managed from administration, with protected credentials.
LEVORA CRM
Less information handoff. More commercial continuity.
We can assess how LEVORA CRM fits the company's current process, what should be kept and where centralising operations makes sense.
Talk to LEVORA