LiveVox Products | CRM
Unified CRM (U-CRM)
Our purpose-built CRM syncs information across systems to keep the customer at the center of every interaction.
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.
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 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
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 campaign creation
Implement campaigns that incorporate consent, channel preferences, customer insights, and performance history across channels in a unified platform with drag-and-drop flows for quick execution.
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.
Case Study
LiveVox Unified CRM
Learn how our purpose-built CRM unifies key customer information and interaction history, enabling a seamless agent and customer experience across all communication channels.
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
Brochure
In-depth look at LiveVox’s CRM offerings
From unified to configurable agent desktops, our purpose-built CRM provides your agents with everything they need to deliver exceptional service.
Why LiveVox?
Learn why leading contact centers chose LiveVox as their call center for Omnichannel, CRM, AI, and Workforce Optimization 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.
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.
Comprehensive Risk Mitigation
LiveVox simplifies risk management with embedded compliance controls spanning CTIA, CAN-SPAM, CFPB, PCI, and other compliance-related considerations.
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.
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.
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.
Certifications
LiveVox is proud to be both PCI and SOC 2 Compliant.
