LiveVox Products | Segmentation & Targeting

Nurture Customers, Tailor Experiences

Easily create segmented campaign lists, persona groups, and targeted journeys based on history for personal experiences informed by dynamic data and access.

Key Benefits of LiveVox’s Segmentation & Targeting

Action customer data for intuitive outreach

Know your customer on every channel every time and segment by unified profiles that automate inbound & outbound journeys.

Harness the power of 5 tools in one product

LiveVox’s Unified CRM does 5 jobs in one by combining channels, consent tracking, data management, ticketing, campaign automation, and more. 


Initiate the conversation

LiveVox’s Contact Manager links segmentation capability with interaction history and customer data so you can successfully drive more inbound traffic.

Call and Screen Recording
In-Depth Look at Call and Screen Recording

Best Practice Video

4 Ways Digital Channel Data Can Improve CX

Learn how contact centers are leveraging digital channel data to orchestrate customer-centric journeys.

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Your Campaign HQ

Bring all your data sources together for one standardized point of action equipped with over a hundred customizable fields and unlimited contact record importing.


Manage campaigns from a single view with a complete perspective

Contact Manager, LiveVox’s single pane of glass list management solution, marries data administration with a suite of channel interaction history to provide a 360-degree look at multichannel campaigns.

Consent Management
Consent Management

Bake multichannel consent into outreach with automatic customer preference tracking. All outreach engagement (mass and individual interactions) adhere to your customer’s consent status and adjust in real-time when preferences shift so your campaigns stay up to date.


Tailored workflows & ad hoc campaigns

Create highly effective and automated customer journeys with tailored workflows that trigger interactions based on pre-configured rules and account profile information. Help agents facilitate faster interactions by setting up navigation, screen layouts, quick links, and scripts to match the right tools with customer service needs.

Consent Management
Prepare agents for inbound interactions

Cut down validation time with a desktop that is curated by agent role with intelligent routing and screen pops that enrich interactions with key customer information including recent outbound campaign details as well as cross-channel contact history, ticketing status, and other relevant details.

Learn more about segmentation and targeting

Check out our Frequently Asked Questions below.

Why choose LiveVox for CRM-based targeting for contact centers?

LiveVox’s Segmentation & Targeting allows organizations to easily create segmented campaign lists, persona groups, and targeted journeys based on history for personal experiences informed by dynamic data and access.

Our unified CRM enables workflow waterfalls for continual multichannel contact attempts. Users can sync information across systems and manage lead lists in one place to create targeted campaigns based on past outcomes, channel preferences, the number of contact attempts, customer segmentation, or any rule needed. And, users can access rich analytics that provide the insights needed to understand performance and drive your business forward.

Essential Features of a customer targeting solution

LiveVox’s customer targeting solution maximizes outreach and amplifies conversions from one standardized point of campaign action. Our unified CRM offers segmentation and targeting and is equipped with everything you need to improve agent workflows and customer success. We provide:

  • Seamless data connection
  • Speed to lead
  • Omnichannel outbound campaign management
  • Agentless AI-powered campaigns
  • Consent & revocation management
  • Attempt supervisor
  • Four dialing modalities in one
  • All-inclusive digital messaging suite
  • Agent desktop & scripting
  • Built-in omnichannel performance analytics

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


In Depth Look at LiveVox’s Next Generation CRM

Dive deeper into LiveVox’s CRM offering by downloading this brochure.

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.