Luvelo Productivity

CRM

Never lead an opportunity pass you by! The CRM helps manage contacts, organizations, leads and opportunities for your business.

  • Categorize leads and opportunities by interest, priority, relationship managers, status. Integrates with notes, meetings, forms, and task module for seamless tracking of activities and action items.

Tasks

Increase the productivity of your team by managing your tasks in the robust task management module. Assign tasks to employees, give due dates and priority levels, and create unique flows for different types of tasks. Organize tasks into lists and use kan-ban views to track progress. A unique approach to access permissions provides highly granular solutions to easily add and remove employees to see any task.

Track SOP’s, word orders, and time spent on tasks. User comments, file attachments, and real-time notifications promote constant collaboration until the task is completed.

Meetings

Schedule meetings, track attendance with digital sign-in, issue wifi-vouchers, check-in guests or conference attendees. Great for meetings, trainings, conferences, etc.

  • Log agenda items where applicable, send notifications to scheduled attendees, log dietary meal plans

  • Create courses, manage training attendance, Use hand-in-hand with forms and checklists app to create quizzes or competency checklists associated with meetings

Forms

A powerful tool that allows users to track almost anything they can imagine. Create digitals forms for feedback, placing orders, policy signing, polls, quizzes, and much more.

  • Integrates with other all other apps to standardize inputs in any text field across the ecosystem

  • Get user submitted data in .csv form, configure custom actions like sending an SMS, creating PDF, creating a task, and more.

Checklists

Want to be sure standard practices are carried out the same way, every time, regardless of who is doing them? Create a checklist for inspecting spaces, processes, or people.

  • Includes critical features like photo verification, recurring schedules, comments, and assessor details.