All of our features can be found below by clicking the arrows to expand or consolidate the sections.
Sales features
1 to 1 Email
Personalized communications sent to a single recipient, designed to address their specific needs, preferences, or actions. Foster stronger connections and drive targeted engagement.
AI Sales Agent (Liteforce)
Transform the way your business engages with customers. By automating routine tasks and delivering instant responses, chatbots streamline operations, lower costs, and elevate customer satisfaction.
AI Voice Agent
Liteforce virtual assistant handles inbound calls, engages customers, and completes tasks using advanced speech recognition and natural language understanding for 24/7 personalized service.
Affiliate Manager
Boost sales and grow your audience with our easy-to-use tool to help affiliates promote products, drive growth, and earn rewards.
Automated Prospecting
Google search that finds local businesses nearby and generates marketing audit reports with detailed insights about companies for you to prospect. Customize prospecting efforts based on niches, location, and other preferences.
CRM
All of LiteView's marketing, sales, and customer service tools on one AI-powered platform, streamlining your data and maximizing efficiency.
Calendar & Scheduling
Book clients into your calendar manually or automatically.
Customer Portal
A centralized platform for all interactions with your customer. Send quotes, invoices, payments. Deliver personalized experiences with features for affiliate commissions, membership courses, and community groups.
Domain Registration
Professionally brand your business with a registered domain for your website, email or online store.
Facebook Messanger
Automatically send a facebook messenger message to a contact that has left a comment or sent you a direct message (DM).
Missed Call Text Back
Never lose a connection—turn missed calls into opportunities with an automated text response, ensuring every lead is captured and every chance maximized.
Online Booking
Easily allow clients to book time on your calendar.
Opportunities/Deals
Track and manage potential sales throughout the pipeline from start to win.
Phone Number
A business virtual phone number ensures professional communication with clients and prospects. With call routing, voicemail, and analytics, you can manage interactions, seize opportunities, and build stronger relationships.
Sales Funnels
Build and customize high-performing sales funnels and landing pages to capture and convert leads.
Trigger Links
Direct users to a specific page with a single click from SMS, email, Google My Business, Facebook/Instagram DMs, or WhatsApp. When the trigger link is clicked, the system automatically logs the activity in the contact's timeline and initiates a pre-defined action within the workflow.
Two-Way SMS Text & Email Communication
Instant, seamless interaction with clients all in one place.
Unified Communications
Unified sales inbox that is one place for all conversations for SMS, and email.
Website Chat Bot
Real-time dynamic chat tool that empowers website visitors to establish direct and instant communication with visitors 24/7.
WhatsApp
Send and receive messages in WhatsApp.
Wordpress Hosting
Integrated wordpress hosting. Get fast and secure infrastructure and enterprise-level features with effortless one-click management, and rock-solid backups—all in one powerful package.
Marketing features
AI Content Generator
Your advanced writing assistant creating high-quality content faster and more captivating. Users can craft content in specific tones and keywords and generate multiple variations with ease. Powered by AI, simplify the content writing process.
AI Reviews Assistant
Boost your online reputation management and build customer trust with our AI Reviews generator. Manage Google and Facebook reviews easily and respond with AI-generated suggestions tailored to your customers.
Ad Manager
Manage your advertising campaigns, sync your leads and boost website traffic using powerful Facebook Ads integration and user-friendly ad-building tools.
Blogs
Use our powerful blog post editor to craft engaging content, optimize it for SEO, and share it effortlessly to attract and retain a wide audience.
Brand Board
A brand board ensures consistency by defining a brand's colors, fonts, tone, and visual assets like logos, fostering a cohesive identity that enhances recognition and simplifies marketing efforts.
E-commerce Storefront
A fully customizable e-commerce storefront builder to simplify online sales, with user-friendly design tools, secure payment processing, and scalable capabilities.
Forms
Versatile, no-code forms designed to collect valuable data from current and potential customers, providing deeper insights into your audience.
Google Business Profile Call Tracking
Track phone calls generated from your Google Business Profile listing.
Quizzes
Develop quizzes to captivate customers, gain valuable insights, and power tailored marketing strategies.
Reputation Management
Request, respond to, and track reviews manually or automatically through email or SMS text.
SMS & Email Templates
Easily create and save templates, eliminating redundant emails or SMS messages. Maintain consistency in your marketing efforts and simplify your communications.
SMS Text & Email Marketing Campaigns
Maximize your results with marketing campaign tools you can automate, tailor to attract leads, nurture prospects, and drive conversions.
Social Media Planner/Scheduler
Easily share content on Instagram, Facebook, Twitter, LinkedIn, TikTok and Google Business Profile, all from one place!
Surveys
Struggling to understand your customers? Our survey feature helps you gather the insights you need to improve your products, services, and customer experience.
URL Redirects
Redirect visitors from one web address to another for smooth browsing. Useful for domain changes, site merges, removing outdated pages, or avoiding broken links. Temporary redirects help during maintenance or downtime to ensure easy navigation.
Websites
Access to our no-code, SEO/user-friendly website builder, with templates to customize or create-from-scratch a responsive and engaging online presence. Website hosting included for free.
Yext
Powerful SEO tool that ensures your vital business info (address, operation hours, phone numbers, etc) is consistent across 96+ of the world's most reputable websites.
Finance features
Clear Mint Payment Processing
Complete transactions with ease, ensuring secure and seamless payment experiences. Contact sales@liteviewcrm.com for help migrating from your current processor to Clear Mint. Enjoy under 3% in fees. See pricing page.
Invoice
Create and send bills, and collect payments for product and services.
Payment Links
Provide a secure payment form accessible through a simple web link to complete a purchase.
Proposals & Estimates
Streamline your contracts sales process with e-sign proposals and signatures. Create, send, and get approvals and signatures for quotes in minutes.
Retail & Inventory
Track, monitor, and restock your products efficiently with inventory management tools, ensuring your store runs smoothly and you keep customers informed with real-time shipping updates via email or SMS texts.
Subscription Management
Easily charge for and securely process transactions for recurring payments, ensuring accuracy and efficiency.
Text 2 Pay
Send a payment link to a contact so they can pay you for goods or services.
Data & Analytics features
Audit Logs
Monitor changes made to your account with ease. Track which team member performed specific actions, making it simpler to review updates or identify and resolve issues caused by accidental changes.
Custom Fields
Store and manage unique details on a contact in your CRM. Once created, Custom Fields appear on every contact's detail page. Track business-specific data and use it across features like emails, texts, notes, and more.
Custom Objects
Customize your CRM to align with the unique relationships and workflows that drive your business. Easily tailor fields and categories to track specific details like properties, events, or objects, ensuring your system adapts seamlessly to your needs for a truly personalized experience.
Custom Reports
Easily analyze data, track key metrics, and make informed decisions to drive your business forward.
Custom Values
User-defined data placeholders streamline data management by storing, organizing, and providing easy access to information within a system or application, enhancing functionality and efficiency.
Dashboards
A centralized hub that consolidates critical sales data, KPIs, and activities into a single, interactive, and user-friendly interface.
Duplicate Management
Identify, prevent and remove duplicate data.
Revenue Reporting
Financial reports that deliver actionable insights, detailed data visualizations, and accurate forecasting to refine and optimize your ROI strategies.
Tags
Assigning labels to your contacts allows you to group them based on criteria such as "VIP Customers" or "Webinar Attendees." This makes it easier to segment your audience, tailor your communication, and streamline workflow automation.
Security features
GDPR Compliant
GDPR compliance ensures businesses adhere to the EU’s regulations designed to safeguard personal data and uphold privacy rights.
HIPPA Compliant
HIPAA compliance safeguards sensitive patient health information by enforcing strict security and privacy standards.
Single Sign On (SSO)
Access your professional email, LiteView CRM, and custom integrations with a single login.
Two-Factor Authentication
Additional layer of security requiring two forms of verification before granting access.
User Roles and Permissions
Control access and actions by defining a user based on job functions. Proper assignment protects data, reduces errors, and boosts productivity.
Administrative features
AI Workflow Assistant
Your business can easily analyze data, tailor messaging, and recommend products based on customer behavior. AI-powered marketing automation helps you create personalized campaigns at scale—via email, SMS, or social media. Deliver smarter, targeted communication to boost engagement and conversions.
App Marketplace
Maximize your CRM's potential. Explore and integrate apps into your account effortlessly.
Credits
Use credits to send in-bulk marketing campaign emails, make phone calls, or use AI agents
Document Management
Organize, store, and track digital or physical documents for easy access and security. Automate tasks like tagging, sharing, and archiving to manage information efficiently.
Media Storage
Organize, secure, and access your media files easily. Features like tagging, categorization, and customizable permissions help teams quickly find and protect digital assets. Integrated storage boosts collaboration and keeps media aligned with your brand’s goals.
Record limit
The maximum customer records stored will depend on your subscription plan.
Triggers
Streamline workflows with conditional statements. Connect modules to trigger actions based on events, optimizing processes and saving time.
Users included
WorkFlow Pro
Basic workflows offer standard automation, while Workflow Pro adds advanced features like conditional logic, custom variables, and parallel processing for greater efficiency and flexibility.
Workflows
Automate repetitive tasks like onboarding or order processing with our Workflow Automation. Set tasks, add a trigger, and let the system do the rest.
Membership features
Certificates
Celebrate user accomplishments in your community by issuing personalized certificates.
Community Groups
Organize members together to meet, chat, and gain knowledge on particular topics.
Courses
Monetize your expertise by offering personalized courses or subscription-based services.
Membership Management
Streamline member communication and strengthen long-term loyalty by delivering content efficiently and effectively.
Support features
24/7 AI Chat Support
Liteforce 24/7 AI chat service delivers instant support, boosting customer satisfaction, and reducing response times with smart automation.
Helpdesk 9AM-5PM EST
Human phone technical support during business hours.
Knowledge Base
An instant access library of how-to guides, FAQs, and troubleshooting resources for efficient self-service support.
Live Chat & Email Support 9AM-5PM EST
Human technical support access on live chat or by email during business hours.