Lever360 Software · Sales & CRM

Every job traces back to a relationship. Every relationship has a P&L.

Name: Lever360 Sales & CRM
Availability: InStock

Restoration growth runs on referral relationships. Lever360 connects companies, contacts, account ownership, and route-based marketing directly to the jobs they produced — leadership sees exactly where revenue originates and where to invest next.

See the CRM in action Back to Software overview

Route-based field marketing built in

Companies > contacts > reps > jobs, on one record

Revenue attribution by carrier, agency, partner

Auto-rated companies based on actual production

Carrier

Keystone Mutual Ins.

★ A

Account repMaya R.

Contacts4

Open jobs2

YTD revenue$184,720

26-1418-WTROpen

Water · Pipe break

218 Linden Ave

Job rev.

$8,420

Ref. fee

10%

26-1402-FIREOpen

Fire · Kitchen

42 Oakridge Dr

Job rev.

$24,310

Ref. fee

10%

Attributed revenue

2 jobs · $32,730 → Keystone

Referral fee owed

$3,273.00

1 record

Per company, every contact, job, and dollar in one place

100%

Of jobs linked to a referral source for clean attribution

Live

Revenue-by-partner reporting from production data

Field-ready

Map-based routes, in-app visit logs, and follow-up tasks

Built for restoration sales

Restoration sales doesn’t look like B2B sales.
‍& shouldn't use an average CRM

Your reps don’t close deals at quarter-end. They build relationships with adjusters, agents, plumbers and property managers — week after week, route after route — so the next loss notification has a name on it. The CRM has to know that.

Leading activities, not lagging deals

Most CRMs track pipeline stages and close dates. Restoration runs on visits made, lunches dropped, follow-ups logged — the inputs that produce referrals six months later. Lever360 measures what your reps actually do, weekly.

Route-based marketing, not territory rollups

Reps don’t work by ZIP. They work routes — a sequenced list of accounts they visit on a cadence. We plan the week against the route, capture activity in the field, and re-rate the route as production data comes back.

Operational sales — not a separate system

Most CRMs sit alongside the production system. Ours is the same record. The job file IS the relationship. The relationship IS the source of the next job. No integration to break, because there’s no integration.

Production ↔ Sales

The data flows both ways. Continuously.

Sales feeds Production new jobs. Production feeds Sales new leads, new contacts, new ratings. The loop never stops.

Sales feeds Production

New jobs, attached to the relationship

Referrals → new jobs

A logged referral becomes a job, pre-tagged to the source company.

Contact already on file

Adjusters, agents, PMs are linked at intake. No re-typing.

Routes inform schedule

Field reps visiting an account flag risk — production prioritizes.

One record

Production feeds Sales

New leads, new contacts, new ratings

New contacts surface

Every name that touches the job — PM, plumber, agent — gets added back to the CRM.

Revenue re-rates the book

When the invoice posts, that company’s tier and lifetime value update automatically.

New leads from the field

A tech meets the on-site PM — logs them as a contact, triggers a follow-up for the rep.

Route-based marketing meets ops. sales in the same record.

What’s inside Sales & CRM

Every CRM function, one connected record.

The same record carries the relationship, the people inside it, the jobs they sent, and the dollars those jobs produced. No silos, no re-typing, no “ask Karen”.

Companies & contacts

One record per relationship — not a spreadsheet of business cards.

Company management

Carriers, agencies, TPAs, referral partners, commercial accounts and vendors — all centralized.

Contact management

Individual contacts within companies, with full communication and activity history.

Document & communication

Sales documents and full communication history per company and contact.

Ownership & relationships

Clear ownership of every relationship — and every job tied to it.

Account rep assignment

Assign internal reps to companies or referral partners for clear sales accountability.

Job-to-referral linking

Link every job directly to its referral source for accurate revenue attribution.

Job relation tracking

Track multiple stakeholders and relationship roles tied to each insurance-driven job.

Revenue attribution

See the dollar trail — from referral, to job, to invoice.

Referral fee tracking

Track referral-fee agreements, amounts owed, and payment status — no more spreadsheets.

Revenue attribution reporting

Total revenue by company, carrier, or referral source — straight from production data.

Company rating system

Companies are auto-rated based on referrals and performance, so reps focus on the right doors.

Field marketing & activity

Route-based marketing that shows up in the revenue numbers.

Route management

Map-based route planning for in-person visits and consistent territory coverage.

Sales activity tracking

Log meetings, calls, marketing spend, and follow-ups against the right account.

Task & follow-up management

Assign and track sales follow-ups tied to companies or contacts so nothing is missed.

Companies, contacts & activity

Segment your book. Know every contact. Track every touch.

Group accounts by what they actually are — carriers, agencies, TPAs, commercial accounts, vendors. Keep every person, note, call and email in one place. Watch the relationship grow, in real time.

All 248Carrier 42Agency 67TPA 18Partner 51Commercial 39Vendor 31

Companies248+ Add company

CompanyTypeRepTierJobsRev.

Keystone MutualCarrierMRA14$184K

Anders & WrightAgencyJTB6$72K

Sentinel TPATPAMRA9$148K

Foothill PlumbingPartnerJTB4$38K

Rivertown Pkwy MgmtCommercialKSB3$54K

Brightline HardwareVendor—C——

ContactPrimary

Erin Sloane

Senior Adjuster · Keystone Mutual

erin.s@keystonel.com

(610) 555-0184

Last meeting · Apr 14

Linked to 7 jobs YTD

CallEmailLogTask

Keystone Mutual · Recent activityLast 30 days

Call · Erin Sloane

Today · 10:42a

Discussed 26-1418-WTR scope, requested updated photos.

Lunch & learn

Yest · 12:30p

Sentinel TPA — 4 attendees. Spend $84.20.

Email thread · Daniel Park

Apr 21

Sent updated COC for 26-1402-FIRE. Awaiting signature.

Follow-up created

Apr 20

Drop branded mugs at Anders & Wright — Maya R.

Segmented Companies

Carrier · Agency · TPA · Commercial · Vendor — each with its own pipeline, fields and rep.

Contacts in context

Every person sits inside their company. Phone, email, role, notes — never floating in a separate sheet.

Activity is a timeline

Calls, visits, emails, marketing spend, follow-ups — chronological, filterable, attributable.

The company record

Carriers, agencies, TPAs and partners — on the same record as the jobs they sent.

Every company has its contacts, its assigned rep, its rating, its activity history and its production lifetime — all on one screen. Open the record once and you know the whole story of the relationship.

Carriers, agencies, TPAs, vendors, one record
Multiple contacts per company, each with activity
One account rep per company, clear ownership
Documents, emails, notes & tasks in-context

lever360.com / crm / companies / keystone-mutual

CarrierTier A

Keystone Mutual Insurance

Reading, PA · 12 branches · Partner since 2019

Account rep

MRMaya R.

Overview

Contacts

Jobs

Activity

Documents

Referrals

Revenue

$184,720

Referred

$612,400

Open jobs

Closed (YTD)

Avg job size

$20,524

Ref. fees

$18,472

Contacts+ Add

Erin Sloane

Senior Adjuster

12 days ago

Daniel Park

Branch Manager

3 wks ago

Priya Anand

Claims Specialist

Today

Marcus Webb

TPA — Crawford liaison

2 mo ago

Job-to-referral linking · Revenue attribution

Every job points back to the partner who made it possible.

Linking is non-optional. When a job is created, it captures its referral source: carrier, agency, plumber, property manager, and an optional fee agreement. Production data flows the relationship’s P&L automatically.

Multiple stakeholders per job: carrier, TPA, agent, property mgr
Referral-fee agreements at the company level, applied per job
Live ledger of fees owed, paid, and outstanding
Revenue rollups by carrier, agency, partner, exportable

Route management · Sales activity

Plan the route. Walk the route. Measure the route.

Field marketing is the lifeblood of restoration sales — and the most poorly tracked. Lever360 maps your accounts geographically, builds optimized visit routes, and logs every drop-in, lunch, and donut run against the right company record.

Map view of carriers, agencies and partners by territory
Auto-suggested routes based on rating, last-visit and proximity
One-tap visit logging — meeting, marketing spend, follow-up
Activity rolls up to the company so revenue ↔ effort is visible

Maya R. · Tuesday route

6 stops · 38 mi

Tier ATier BTier C

Logging visit · Stop 3

Sentinel TPA

TypeLunch & learn

Spend$84.20

Follow-up+ Task

Tasks · Activity · Ratings

The system remembers for you.

Follow-ups don’t fall through the cracks, marketing spend gets attributed, and your top accounts stay top-of-mind — automatically.

Follow-up tasks

Nothing falls through the cracks.

Tasks are tied to companies and contacts, surfaced on the rep dashboard, and SLA-tracked.

Send updated COC to Daniel ParkToday

Drop mugs at Anders & WrightTomorrow

Quarterly check-in · SentinelApr 30

Renew co-marketing agreementMay 12

Sales activity

Every touch, on the right account.

Calls, meetings, lunches, marketing spend — logged in seconds and rolled up automatically.

This month — Maya R.

Visits

Calls

Lunches

Mktg spend

$642

+24% vs. last month

Company ratings

The book sorts itself.

Companies are auto-rated on referrals, revenue, and recency — so reps invest where it pays back.

Keystone Mutual

94A

Sentinel TPA

88A

Anders & Wright

62B

Foothill Plumbing

55B

Brightline Hardware

18C

Logged in

00:14 · Keystone Mutual

Voice-to-text

“Erin asked about water mit pricing…”

Mktg spend

$84.20 · Receipt attached

2:14

CancelLog activitySave

Keystone Mutual

Auto-detected · 218 Linden Ave

Type

Visit

Call

Lunch

Spend

Note

Spend

$84.20Receipt attached

Note LISTENING

"Erin asked about water mit pricing for the new TPA contract — wants a callback Thursday."

Create follow-up · Thu

Save activity

In the field · Lever360 mobile

Log it from the truck. In seconds. Talk it in.

Drop in for coffee, leave a card, expense the donuts. Every touch logged against the right account before you’ve left the parking lot. Tap the activity type, dictate a note. Done.

One-tap activity types: Visit, Call, Lunch, Spend, Note
Voice-to-text on the note field, no two-thumb typing
Log visit expenses to track marketing spend
Posts to the company record, building full activity history

See the full Field App

The closed loop

Field marketing in. Attributed revenue out.

Every step generates the data the next one needs. The CRM and the job file are the same record.

Plan the route

Map view of accounts by territory and tier.

Build the relationship

Visit, call, log activity against the company.

Capture the referral

New job → linked to the source company at intake.

Produce the revenue

Job runs. Invoice posts. Referral fee accrues.

Re-rate the book

Companies are re-scored on actual production.

New ratings flow back into route planning — and the loop tightens with every cycle.

See it. Run it. Win on it.

Built for restoration. Built around your sales.

Take a guided walkthrough of Lever360 Sales & CRM. We’ll show you how restoration teams use it to track every company, every visit, and every dollar of referral revenue.

Schedule a tour

See full product

Restoration focused

Built for the workflow — no generic CRM bloat.

Connected to ops

Sales ↔ production live: jobs, status, revenue per source.

Onboarded fast

Most teams are running the platform inside two weeks.

The Lever360 Platform

Three levers. Pull all three and the whole company moves.

Lever360 is three products built around the same restoration job. Software runs the operation. Learning Lever trains the team. RTI certifies the trade. Use one. Use all three — they compound.

Software is one lever

You're running the company here. The other two make it compound.

Software runs the operation — every job, crew, dollar and conversation lives here. Add Learning Lever and RTI and the same techs ramp faster, bill higher, and stay longer. One lever moves the company. Three move it harder.

Learning Lever is one lever

You're training the team here. The other two make the training stick.

Learning Lever onboards faster and keeps the whole team sharp. Software is where that training shows up in the work. RTI is where it becomes a credential customers trust. Pull one — pull all three and the math compounds.

RTI is one lever

You're certifying the trade here. The other two carry the credential to the field.

RTI certifies the trade — IICRC WRT, ASD, AMRT, FSRT and beyond. Software runs the company those certified techs work for. Learning Lever ramps everyone in between. One lever moves things. Three move the whole crew.

See the whole platform

You are here

The System of Record

Lever360 Software

Run the company. Every job, crew, dollar and conversation lives here.

Jobs & scheduling

Billing & job cost

Field apps · offline

Explore Software

You are here

The System of Growth

Learning Lever

Onboard faster, upskill your team, and keep everyone sharp — on the same platform.

Role-based tracks

On-demand modules

Full LMS + reporting

Explore Learning Lever

You are here

The System of Certification

Restoration Technical Institute

IICRC-approved instruction — WRT, ASD, AMRT, FSRT and more — live and online.

IICRC WRT · ASD · AMRT

Live + online formats

Continuing education

Browse courses

Bundled Pricing

Customers who run Software + Learning Lever together save 22% and onboard techs 3× faster.

Bundle pricing

Talk to sales

Every job traces back to a relationship. Every relationship has a P&L.

Restoration sales doesn’t look like B2B sales. ‍& shouldn't use an average CRM

Every CRM function, one connected record.

Segment your book. Know every contact. Track every touch.

Carriers, agencies, TPAs and partners — on the same record as the jobs they sent.

Every job points back to the partner who made it possible.

Plan the route. Walk the route. Measure the route.

The system remembers for you.

Log it from the truck. In seconds. Talk it in.

Field marketing in. Attributed revenue out.

Built for restoration. Built around your sales.

Three levers. Pull all three and the whole company moves.

You're running the company here. The other two make it compound.

You're training the team here. The other two make the training stick.

You're certifying the trade here. The other two carry the credential to the field.

Get restoration success tips.

Restoration sales doesn’t look like B2B sales.
‍& shouldn't use an average CRM