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.”
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.
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.
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.
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 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.
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.
