Contacts, interactions, and history in one place. Lev enriches records and automates follow-ups, so your pipeline stays current — without manual data entry.
Everyone on your team can see the contact and your full deal history before they reach out.
Contacts, companies, emails, notes, and the deals you've closed together, all in one place instead of scattered across inboxes.
Lev tracks every interaction so your team always knows the relationship history before making a move.
Lev pulls relationship history and the contact into a draft, so you're editing a message with real context instead of starting from a blank one.
Every draft starts from real deal details: what the asset is, where it sits, and any previous exchanges you've shared in the past.
No loose notes, no lost threads. Every follow-up is tracked automatically, and it stays connected to the right contact.
A CRM that already understands your contacts, your network, and your use case so you stop tagging contacts and start using them.
Find the right contact in a few clicks. The list is already there, you just filter to it.
Every relationship stays clean and connected, so your campaigns, matching, and Lev Agent all run on the same network.
Prior deals, notes, and touches are not trapped in individual inboxes.
Next actions connect to contacts, companies, and context.
Lev agents use real data for smoother workflows.
“Lev's powerful platform has helped me to better manage my lender relationships, while enabling me to meet many new lenders and run a more holistic financing process.”
Zach Alerhand
Director of Portfolio Strategy, Time Equities
Enter your company name and profile details so Lev can start matching your workspace.
Lev surfaces deals, contacts, companies, and properties from your inbox so you can approve what belongs in your workspace.
Scale from your first workflow into origination, deal prep, financing, reporting, and more.
Free
Unlimited seats$0.05
2,000 free credits to start · Paid plans from $80/mo with bundled credits and rollover
