Levvy Reviews & Product Details

Levvy is the most organized and productivity-boosting workflow management tool I've used.

It keeps all notes, instructions, logins, and confirmations self-contained within each task, which eliminates the need to dig through emails or documents to find critical information from prior months. Everything is right where you need it, when you need it.

This streamlined structure not only improves organization—it also significantly increases productivity by reducing time spent on administrative follow-ups. Highly recommend for any team looking to work smarter and more efficiently. Review collected by and hosted on G2.com.

At this time, I haven’t encountered any issues with Levvy. If anything, I’d suggest continued development of new features to make an already great platform even better. Review collected by and hosted on G2.com.

I like that Levvy is easy to use and very intuitive. It's full-featured and well-built, and the support team is good. The initial setup was very, very easy, which I appreciate. Review collected by and hosted on G2.com.

Too early to tell Review collected by and hosted on G2.com.

We’re a small but growing fractional CFO firm, and we needed a tool that could give us a clear, bird’s-eye view of our operations. With Levvyy, we achieved exactly that—while also gaining the ability to map out our client management workflow. It’s helped us establish best practices and ensure we’re serving each client in the most efficient and effective way possible. Review collected by and hosted on G2.com.

We didn’t find anything to dislike—every firm has its own unique needs, and this team was able to accommodate most of ours. They provided a friendly, thoughtful onboarding experience, remained receptive to feedback, and showed a genuine commitment to continuous improvement. Review collected by and hosted on G2.com.

I find Levvy App's onboarding process extremely easy and supportive, with direct Zoom calls aiding seamless transition. I appreciate how organized it helps me keep my client management and invoicing. The workflow library and time reports are invaluable, with the former offering excellent templates for new client setups and the latter aiding daily tracking of user time and task details. Their communication is superb, addressing my needs promptly, making the Levvy App's worth clear. Review collected by and hosted on G2.com.

I would like to see enhancements in the invoicing feature of Levvy App. Currently, I don't have the ability to bill directly from the app, which was a feature I appreciated in FinancialSense. The need to use an external service like CPACharge for saving and sending invoices adds an extra step to my workflow. If Levvy could integrate payment processing directly into the app, allowing me to make and send invoices as well as process payments directly to my bank account, it would streamline my processes and potentially eliminate the need for additional applications. Review collected by and hosted on G2.com.

Levvy makes task management effortless and keeps our projects on track. From a management perspective, it’s incredibly easy to plan, assign, and schedule work for the team. The easy time report review helps us make better budgeting decisions, keeping everything efficient and well-organised. It’s the perfect all-in-one workflow solution for better team coordination. The two way communication with Levvy team and their constant development of the app makes us feel fully supported and understand our needs to improve our workflows and processes. All in all highly recommend Review collected by and hosted on G2.com.

Nothing to really dislike about Levvy app. Review collected by and hosted on G2.com.

This app has completely streamlined the way our team collaborates and manages projects. The task assignment, timeline tracking, and progress visualization features are intuitive and incredibly helpful. I love how easy it is to communicate with team members directly within each project and keep everything organized in one place. It’s made remote collaboration so much smoother and more efficient. A must-have tool for any team looking to stay on top of their work! Review collected by and hosted on G2.com.

While there are many great features in this app, what truly stands out to me is the exceptional handling of data security. Knowing that sensitive and confidential information is protected with strong encryption and strict access controls gives me real peace of mind. In today’s digital world, that level of care and commitment to privacy is not something I take for granted. I truly appreciate the transparency, compliance with best practices, and ongoing updates to keep our data safe. Highly recommended for anyone who prioritizes information security. Review collected by and hosted on G2.com.

Levvy is amazing at visualizing different tasks which is what our business is based on. Levvy is incredibly intuitive, easy to learn, and makes our job easier, making sure no task or deadline gets missed. I honestly cannot remember how our business was even able to function before levvy. Review collected by and hosted on G2.com.

There are no downsides of using Levvy and I do not dislike anything about the Levvy app. Review collected by and hosted on G2.com.

I like that we can see the map of the entire company, its ease of use, and everyone can allocate the process and instructions, so it's easy to delegate. It has a great customer support. Review collected by and hosted on G2.com.

Even though it is a great tool, I understand that it is still under continuous improvement, and the team in Levyy is open to that. I dislike that we are not able to allocate the due date and start dates from the beginning when creating the workflow. Time tracking and reporting are also areas in which I would like to improve. Review collected by and hosted on G2.com.

The best thing is that I can't miss any task now, and everything is in one place, so teammates can fill in when on vacation. Review collected by and hosted on G2.com.

I can't think of anything that's negative about Levvy. Review collected by and hosted on G2.com.

As a daily user of the Levvy App, I'm consistently impressed with how it transforms my workflow and simplifies complex tasks. It's become an indispensable tool for managing projects and overall practice operations. Built-in communication tools and approval workflows streamline teamwork, keeping everyone aligned and accountable within tasks. Review collected by and hosted on G2.com.

I've found that I can't add hyperlinks within comments in tasks, which would be very useful for referencing external documents or resources directly. Review collected by and hosted on G2.com.