LiveVox Products | Contact Center CRM

Next Generation CRM

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

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.

Call and Screen Recording

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. 

Configurable Agent Desktops
Configurable Agent Workflows

Enable your agents — whether on-site or remote — to easily take and make calls while also maximizing productivity, providing great customer experiences, mitigating compliance risk, and enhancing your lead generation capabilities.

Agent Scripting
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.



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.

Consent Management
Consent Management

Embed consent and customer preferences into campaigns and automatically update records when changes occur.

Secure Payment Transfer
Secure Payment Transfer (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. 

Segmentation and Targeting

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.

LiveVox Knowledge Center
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.

Forrester TEI

Survey Report

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.

LiveVox WEM Brochure

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 [CRM / ROI doc]


LiveVox Unified CRM ROI Assessment

See the impact LiveVox Unified CRM could have on your organization. Download our ROI assessment here.

Providing contact center management for businesses just like you

“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, Director Customer Contact Mgmt.,  Alorica

“LiveVox makes every interaction feel customized with intelligent agent screen pops and multichannel capabilities. Makes work easier by enabling campaign creation on any channel, at any time with full insight on performance.”

—Helpdesk Support Financial Services

“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, Business Servicer

What makes LiveVox the better choice for a contact center CRM?

LiveVox is different from other call center CRM solutions because it was purpose-built by contact center veterans to solve the real problems customer service professionals face. Other call center CRM solutions aren’t centralized and create or widen departmental silos.

LiveVox’s contact center CRM creates a data connection that links communication channels, information from other systems, and also visualizes performance learnings in a single pane of glass so that customer interactions are captured in full every time and the customer perspective is transparent across all departments.

The LiveVox CRM integrates with any web-based application for ease of use across the agent and customer journey so teams can do more with less, faster.

What are the benefits of an agent desktop?

The benefits of CRM-enabled agent desktops include improved operational and agent productivity, improved quality of service, increased transparency and omnichannel visibility with multichannel inboxes layered over contact and outreach information, and the flexibility to configure and modify workflows to meet changing business needs or account for agent skill level/permissions.

What are the industry use cases for CRM-enabled agent desktops?

LiveVox’s purpose-built contact center CRM-enabled agent desktops sync data, analytics, and automation across four categories:

Agent enhancement

✓ Virtual assistance/agents/bots

✓ Conversational IVR

✓ Intuitive Routing

✓ Tailored desktops

✓ Omnichannel management

✓ Performance management

✓ Campaign management

✓ Consent management

✓ Speech analytics

Accelerated decision making

✓ Interaction/issue trend analysis

✓ Volume forecasting

✓ Keyword mining

Aggregation of data

✓ Enable AI with robust actionable data sets

✓ Enable agent performance with data-driven workflows and tailored desktops

✓ Enable performance understanding


✓ Account segmentation

✓ Campaign management

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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Integrated Agent Workflows

LiveVox’s unified data platform combines a native CRM with public APIs, multiple integration points, and configurable agent desktops to address critical efficiency gaps by syncing processes, apps, and systems.

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An Industry-Leading End-to-End SLA

Platform reliability you can count on with unmatched end-to-end coverage made possible by LiveVox's infrastructure, application, and services.

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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.