Collect meaningful customer data
Simplify your customer management by consolidating all contact information in a single location, ensuring it stays organized and up-to-date. At the same time, gain valuable insights into your sales operations, all with the convenience of a unified CRM software solution. Easily gather and manage the client data you need for your funnels, operations, and onboarding using our intuitive drag-and-drop form builder.
Reliable and efficient customer data management
Overloaded with customer data and no way to process it? With LiteView, you can convert your data into clear, actionable insights displayed on a single, easy-to-use platform. Your team will stay informed and up-to-date, seamlessly managing records while efficiently tracking key developments.
Capture, learn, and succeed
LiteView optimizes operations across departments, delivering value to your whole company. With it, sales teams gain the ability to monitor their pipeline and performance more effectively, while marketing teams enjoy enhanced accuracy in forecasting backed by user-friendly logs. Furthermore, it simplifies communication within the company, making collaborative efforts more transparent and goal-oriented. Leverage our tag features to bring cohesion and efficiency to your marketing and sales strategies.
Create custom fields
Customized to address your unique challenges and objectives.
With LiteView, you can stay connected to critical customer insights no matter where you are. Empower your team to drive business growth with ll-in-one platform designed for accessibility and efficiency.
LiteView replaces over 20+ other software features
One platform, endless possibilities—empowering small businesses to convert more leads, strengthen current customer relationships and achieve sustainable growth.
CRM
All of your customer's insights, synced across every device.
Calendar & Scheduling
Build and customize unlimited calendars to stay organized and productive.
Maximize your lead and customer engagement through targeted email blasts and newsletters.
Workflows
Automate repetitive tasks like onboarding or order processing with our workflow automations. Set tasks, add a trigger, and let the system do the rest.
Two-Way Texting
Benefit from two-way texting and high open rates with our unified communication inbox, fostering engaging connections.
Course Builder
Host your courses, memberships, and digital products on one seamless, all-in-one platform.
Take your business on the go with LiteView App
Answer all inbound calls directly through our iOS and Google Play mobile App. Assign unique phone numbers to team members, keep track of call details, and respond to lead inquiries through text while on the move. Experience the endless potential for saving time and boosting productivity.
