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LiveVox Products | CRM

Unified CRM (U-CRM)

Link all interactions across any channel into a single view of the customer.

Key Benefits of LiveVox’s Unified CRM

Many interactions, one conversation

A threaded view of all previous customer interactions in one easy-to-access place lets agents quickly personalize each conversation and update customer profiles in real-time.

Unified desktops improve customer outcomes

Eliminate the hassle of toggling between screens when time is of the essence with the perspective and capabilities agents need from a single pane of glass.

Create a holistic customer experience

With a unified view of the customer and their interaction history, you can pinpoint areas to improve along the customer journey.

Solution Brief

Unify Every Function Needed To Engage With Customers

Customers are communicating on multiple channels — and expect to be recognized across all interactions. Siloing prevents data and insights from being easily accessed, yet surfacing the right information at the right time is critical to reducing friction in the customer service process. Learn how LiveVox helps solve for this by unifying all interactions in one place.”

LiveVox CRM Solution Brief
Unify Conversations

A unified place to create better customer experiences

Design a data model that fits your specific business needs with simplified 3rd-party integrations that allow you to easily incorporate all upstream and downstream data, avoiding repetitive, tedious, and oftentimes unnecessary tasks.

Learn more about LiveVox’s integration approach.

Personalized Conversations

Empower agents to personalize each interaction

Allow agents to drive faster and more personalized conversations by arming them with an enriched agent desktop that includes an omnichannel inbox alongside full customer contact and interaction history.

Learn more about LiveVox’s Configurable Agent Desktops.

Centralized Compliance

Simplify how you manage consent

LiveVox makes it easier with unified profiles that automatically update changes as they are made, including consent and channel preferences. Consumer consent is managed for Voice (including cell phones), Email, and SMS channels. 

Learn more about LiveVox’s consent management capabilities.

Unify Conversations

Create tailored omnichannel workflows

Uncover points in the customer experience that may benefit from additional communication and automate these interactions by leveraging trigger-based logic to facilitate a sequence of tasks based on customer attributes or recent interactions.

Learn more about LiveVox’s Blended Omnichannel approach.

See Unified CRM in Action

LiveVox Two-Way Messaging With CRM

LiveVox CRM Capabilities

  • Multichannel Interaction History
  • Advanced Filtering and Field Mapping
  • Multichannel Consent Management and Suppression List
  • Contact Attempt Management
  • 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

Unified CRM is just one of many ways LiveVox helps drive personalized customer experiences. Dive deeper into all of LiveVox’s CRM capabilities by downloading this brochure.

LiveVox CRM Brochure

Why Choose LiveVox?

Better Customer Experience

Agents engage via configurable workflows in tailored desktops. The tailored desktops have the benefit of key consumer profile information and interaction history, to provide superior customer experiences.

One Unified Platform

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

Easy Integration

Supplement rather than replace your existing systems of record and CRMs via our open APIs so agents get up and running quickly.

Reduced Total Cost of Ownership

Drive performance and stay on top of security requirements while also reducing operational and capital expenditures.

Mitigate Risk

Comprehensive compliance controls including consent and revocation management as well as CTIA industry guide and TCPA and CAN-SPAM regulations.

Customer Channels of Choice

Engage with customers in the places they want to be including Voice, Email, SMS, and Web Chat and unite all conversations.