LiveVox Products

Next-Generation CRM

Our purpose-built CRM syncs information across systems to keep the customer at the center of every interaction.

LiveVox [CRM / woman on computer]

Key Benefits of LiveVox’s CRM

A CRM made for contact centers

How customers communicate will continue to evolve. LiveVox’s quarterly upgrades help you stay ahead of customer expectations and regulatory requirements.

Improve agent and customer experience

Enable agents to do their jobs better and more efficiently with a tool that connects everything they need into a configurable desktop that quiets the noise. 


Maintain existing CRMs or systems of record

Benefit from a market-leading total cost of ownership model and ROI-driven engagement strategies and avoid heavy CapEx investments and integration hurdles.

A Forrester Study

The Total Economic Impact™ of LiveVox’s Contact Center Platform

A commissioned study conducted by Forrester Consulting shows a three-year 229% ROI and payback in less than 6 months with LiveVox’s Contact Center Platform, powered by a purpose-built CRM.

Source: The Total Economic Impact™ of LiveVox’s Contact Center Platform, a commissioned study conducted by Forrester Consulting on behalf of LiveVox, July 2021

LiveVox Platform Brochure

“LiveVox is an omnichannel solution that gives us a full view of each customer’s journey. We can now be efficient and nimble while empowering agents with the tools and data they need to be successful.”

 COO, Financial Services

Source: Interviewed for the Total Economic Impact™ of LiveVox’s Contact Center Platform

“Before, we had situations where the same customer was being contacted through multiple channels in the same day resulting in confusion and a poor customer experience. Improving customer experience is one of the huge benefits of pulling our interactions into the same omni-channel platform.”

— COO, Financial Services

Source: Interviewed for the Total Economic Impact™ of LiveVox’s Contact Center Platform

“With LiveVox, our team was able to respond to the customer and interaction data and make changes with the team quickly….[T]he ease of the LiveVox platform resulted in the best year of performance we have ever had for this project.”

—Anthony Baxtor | Dir. Customer Contact Mgmt., Alorica

Extended Overview

LiveVox Unified CRM

A purpose-built CRM that integrates to other data sources for knowledge on-hand so you can focus on experience consistency.

LiveVox Platform Brochure

Unified CRM

Centralize and standardize key customer and interaction data across all channels and applications into a single database, creating unified customer profiles with insight across the entire customer journey for improved targeting and segmentation. 

Learn more about LiveVox’s Unified CRM solution.

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Configurable Agent Desktops

Enable agents to deliver great experiences consistently and efficiently with a desktop that is curated specifically to their role and is enriched with key consumer information via the single click of a button.

Learn more about our Configurable Agent Desktops.

Agent Scripting

Agent desktops include account information alongside dynamic scripts that can be automatically presented based on specific customer attributes or inputs such as payments requests and according to conditional logic for the most effective, and conscientious, conversations.

Learn more about our Agent Scripting solution.

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Consolidate all relevant service activities into a threaded view that is linked to the customer account record and shareable internally via URL to effectively track, transfer, and seamlessly respond in a multichannel environment.

Learn more about our Ticketing solution.

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Secure Payment Capture (SPC)

Make the experience of payments easy and secure by ensuring agents cannot hear or see payment information on any payment channel but can guide customers through the payment process in a more personal and “live” way. 

Learn more about how to address payment data security.

Segmentation and Targeting

Easily segment and target customer populations by tying all data sources together in a single pane of glass. Equipped with over a hundred customizable fields and unlimited contact record importing, LiveVox CRM is your campaign headquarters.

Learn more about segmentation and targeting.

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Knowledge Center

Available via web widget or embedded frame within the Agent Desktop, the LiveVox Knowledge Center makes it fast and simple for agents to optimize every conversation with readily accessible summaries of frequently asked questions, product information, and more.

Learn more about the Knowledge Center.

LiveVox CRM Capabilities

  • Multichannel Interaction History
  • Advanced Filtering and Field Mapping
  • Multichannel Consent Management and Suppression List
  • Contact Attempt Management
  • Account & Contact Mapping
  • Configurable Segmentation
  • Contact Notes and Attachment Library
  • Agent Desktop Editor
  • Campaign and Workflow Management
  • Voice and Multichannel Inbox
  • Integrated Scripting and Ticketing
  • Integrated Knowledge Base
  • API Call Outs to 3rd Party Systems
  • Web-Intake Form
  • Integrated WFO tools


Learn about LiveVox’s other CRM offerings

From unified data to configurable agent desktops, our purpose-built CRM provides your agents with everything they need to deliver exceptional service.

LiveVox Platform Brochure

Why LiveVox?

Learn why leading contact centers chose LiveVox for their Omnichannel, CRM, AI, and Workforce Engagement Management solutions.

Frictionless Agent & Customer Experiences

Easily improve customer service and shift customer engagement between voice and digital channels while unifying all interaction history, customer profile information, and controls into a tailored agent desktop that improves effectiveness and speed.

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One Unified Platform

All LiveVox contact center operations are accessed via a single, secure cloud-based platform, allowing for a seamless experience for agents, supervisors, and decision-makers.

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Comprehensive Risk Mitigation

LiveVox simplifies risk management with embedded compliance controls spanning CTIA, CAN-SPAM, CFPB, PCI, and other compliance-related considerations.

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Easy Integration

Supplement rather than replace your existing systems of record and CRMs using our simplified API approach, so agents get up and running quickly.

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Reduced Total Cost of Ownership

Drive performance and stay on top of security requirements with a TCO model that also avoids unnecessary technology, minimizes the need for costly professional services, and offloads security costs.

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A Partnership You Can Trust

LiveVox contact center solutions will support your unique business goals with a continuously evolving platform, in-depth training, dedicated account managers, our Customer Care Team, and Business Consulting sessions.

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LiveVox is proud to be both PCI and SOC 2 Compliant.