New users can get a 14-day free trial to discover LiteView at no cost, no risk and no obligation. Choose what plan and payment option you'd like to demo and put your card on file. Upgrade or downgrade to any of the plans during the trial period at no cost. Cancel at anytime within the platform, you do not need to call us. Your card will not be charged until your trial period ends.

Yes! If you pay for a year in advance, you save 20% compared to paying per month.

After the free 14-day trial period ends, your card on file will be charged based on the plan you are using at the time of the trial end period. You can upgrade or downgrade plans at no cost during the trial period inside of your platform. If you have chosen to pay yearly, we offer a 20% discount.

No, you must use Clearmint as your payment processor in LiteView. However, this likely will benefit your company because our fees are one of the lowest in the industry. We also offer free migration services from your processor to Clearmint. Call (804) 210-7871 or email sales@liteviewcrm.com to start the transition.

Yes, we will transfer clients, products and services from your current system for free. Advanced transfer options are available in our Advanced and Professional plans.

A dedicated onboarding specialist will work with you step-by-step to make the switch from your current system as easy as possible. We offer a free standard 30-day onboarding period for all new customers where you can interact with our team via phone, live chat, and email. After 30-days, we offer paid onboarding assistance by request - email: support@liteviewcrm.com to request support.

Yes, account owners or admin users can easily upgrade or downgrade at-will inside of the billing section of your LiteView CRM if you think your needs have changed for the plan you are in. If you upgrade in the middle of the month, your account will be charged the pro-rated cost difference based on the number of days left in the billing cycle, and the upgraded features will be immediately available for use. If you are downgrading your plan, you will continue to access your plans features until the end of the month, and will continue to pay until the final day of your billing cycle of that plan. If you are on an annual plan and you downgrade, you can downgrade on your next renewal. If you want to upgrade and take advantage of our 20% annual payment discount, please contact our team at support@liteviewcrm.com.

We accept payments via Visa, Mastercard, and American Express. For more details, please contact sales@liteviewcrm.com.

Yes! Clearmint does integrate with other CRMs or can be used as a stand alone processor. If you find that you are in need of an even larger more complex CRM, most of them can integrate with Clearmint. We also have a partner company, ONE & MAIN (oneandmain.com), that has partnership deals with other CRMs (Hubspot, Zoho, Salesforce, etc) to help with your migration, customization and set up at a discounted rate for LiteView members.